Team settings is a section within Float that can be accessed by the Account Owner, the Billing users, and the Admins to manage the account.
Depending on the access rights and your team's plan, these users can access the following sections:
| Account Owner | Billing | Admin |
Plans & billing | ✅ | ✅ | ❌ |
General | ✅ | ❌ | ❌ |
Notifications | ✅ | ❌ | ❌ |
Integrations | ✅ | ❌ | ❌ |
Security (Pro & Enterprise only) | ✅ | ❌ | ❌ |
Work schedule | ✅ | ✅ | ✅ |
Currencies | ✅ | ✅ | ✅ |
Time tracking (Pro & Enterprise only) | ✅ | ✅ | ✅ |
Guests | ✅ | ✅ | ✅ |
Time off | ✅ | ✅ | ✅ |
Projects | ✅ | ✅ | ✅ |
Statuses | ✅ | ✅ | ✅ |
Tags | ✅ | ✅ | ✅ |
Departments | ✅ | ✅ | ✅ |
Roles & rates | ✅ | ✅ | ✅ |
Clients | ✅ | ✅ | ✅ |
Activity | ✅ | ✅ | ✅ |
Settings
For a quick overview, check the Setting up your team at Float video guide.
Plans & billing
This is where you can check and modify your team's plan and billing cycle, update the seat count, credit card details, and billing address, and view your past invoices.
General
This is where you can set your team's account owner, review and update your team's name and URL, and delete your account as needed.
Notifications
This is where you can manage team notifications.
Integrations
This is where you can set up the integrations with Asana, Jira, Teamwork and Trello, learn about connecting your Float team to a Slack channel, and how to get your data using Zapier. This is also where you can generate the API key.
Security
This section is available for users on Pro and Enterprise plans. This is where you can set up and control SSO and Google Sign-in as well as domain restrictions.
Admin settings
For a quick overview, check the Float for Admins video guide.
Work schedule
This is where you can set up your team's time zone and indicate the day of the week you want your week to start. Only one default time zone can be set per team.
In the Work days section, you can set the default work days and hours for your team, and decide if you want weekends to show on the Schedule or not. This is also where you can set the default time format display (12-hour or 24-hour clock).
Currencies
This is where you can set up your team's home currency. Only one default currency can be set per team.
Time tracking
This section is available for users on Pro and Enterprise plans. This is where you can enable time logging, automatic time logging, and lock logged time.
Guests
This is where you can invite and manage your guests.
Time off
This is where you can enable time off approvals, and set the types of time off as well as the public and team holidays.
Projects
This is where you can enable project codes and manage project stages and statuses.
Statuses
This is where you can manage the status types that your team uses on the Schedule and set up their default names and colors.
Tags
Departments
This is where you can manage the departments and sub-departments you group your team into.
Roles & rates
Clients
This is where you can manage your Clients.
Activity
This is where you can view recent changes. For the Starter plan teams, we store the activity on a rolling 7-day basis. On Pro and Enterprise plans, we offer an enhanced 180-day activity feed with additional filters.