Guest users are individuals with account access who do not appear on the Schedule. Float allows you to add unlimited guest users for free. Depending on their assigned access roles, guests can view or edit your company data, but you cannot allocate any work for them.

The guest feature is ideal for team members who need to manage and oversee the team's work but don't need to plan their own tasks in Float.

Guests are managed in Company settings > Admin > Guests.
​
To access this page, you need the Configure admin settings permission (from the Company settings permission group). The Account Owner and users with the default Admin access role have it by default, and they can grant it to others as needed.

📝Note: Optionally, you can add a message that will be included in the invitation email.

The invitation is sent from the notification@float.com email address, and the message title is You're invited to join "Your Team Name" in Float. After clicking on Let's login, the guest user is prompted to create a password or sign up with Google.

As your company structure evolves, you may want to switch a person on the Schedule to a guest. In that case, you'd want to:
1) Archive the person’s profile.

2) Remove their email address from the archived profile.

3) Invite them as a guest.
​
📝Note: A user cannot be added as both a person and a guest on your team. If you see the error "Email already in use by a person on this team. Please try another." when adding a guest, it means the email address is already linked to an existing person's profile - either active or archived. To invite them as a guest, remove the email address from their person profile first.

The Account Owner can also be either a person or a guest. If they don't need to schedule work for themselves, they can switch to a guest by archiving their profile (Actions > Archive). It automatically converts them to a guest and frees up a seat. All historical data is retained in Float.

📝Note: If you choose to delete the archived profile of the Account Owner, they will remain a guest, but all their historical data will be permanently removed. This action is irreversible.

​In both cases, the Account Owner retains their access role and appears on the guest list in Company settings > Admin > Guests.​​

Float invite expires after seven days. You can resend or edit the invitation in Company settings > Admin > Guests > Pending invites.
​

📝Note: Guests' emails cannot be edited directly. To update a guest's email, you must remove and re-add them.

As your company grows, you may want to start scheduling guest users. At Float, you can allocate work only for people who appear on the Schedule. To switch a guest to a person:
1) Remove them from the guests list in Company settings > Admin > Guests

2) Add them as a new person.

📝Note: A user cannot be added as both a guest and a person on your team. If you see the "Email already in use by a guest on this team. Please try another" error when adding a new person, it means the email address is already linked to a guest profile. To add them as a person, you must remove them from the Guests list first.