Team members can be added to Float as people (paid seats) or as guests (free). A person takes a paid seat and appears on the Schedule, so you can allocate work to them. Granting them access is optional, but only people with an access role assigned can be invited to Float to view and/or edit your company’s data. Guests are free and don't appear on the Schedule. Every guest needs an access role, which determines what they can view/edit.
Invite permissions
Access rights are changing!
Starting in late October 2026, Float is replacing the fixed Admin, Manager, and Member access rights with access roles. Your team’s current permissions won’t change when we update your account: everyone will keep the same access they have today.
If you don’t see the access roles feature in your account yet, it will be available to your team in the coming weeks - stay tuned!
For a quick overview, watch the Access roles webinar, and for more details, see the Access roles FAQ.
The Account Owner and anyone with the default Admin access role can invite both people and guests.
Other users can also be granted additional permission to Create people and provide access, which allows them to add new people and invite them to the workspace. You can grant this additional permission individually in the Access tab of each team member's profile. It is nested under the People and access permission group.
Anyone with the Configure admin settings permission can also invite guests. You can grant this additional permission individually in the Access tab of each team member's profile. It is nested under the Company settings permission group.
If your organization is on a Pro or Enterprise plan, you can also tweak the default access role or create a custom access role that includes these permissions by default.
Inviting people
To invite a person, add their email address and assign an access role in the Access tab of their profile. Without an access role, a person can still appear on the Schedule but can't log in. You can add and invite people from the People page or directly on the Schedule.
To add and invite a person to Float:
Navigate to the People page or the Schedule
Use the Add person button or the E keyboard shortcut
Enter their name
Navigate to the Access tab
Enter their email address
Assign the access role
Review and adjust the permissions as needed
Optional: If this person manages others, open the Manages tab and select the people or departments they manage.
Invite with Add & invite person
To invite an already existing person to Float:
Find the person you want to invite on the People page or directly on the Schedule
Navigate to the Access tab of their profile
Enter their email address
Assign the access role
Review and adjust the permissions as needed
Optional: If this person manages others, open the Manages tab and select the people or departments they manage.
Invite with Update & invite person
Once you send the invite, the new team member can accept it and set up their account. The invitation expires after seven days. If the link expires or the invitation email is lost, you can resend it from the person's profile using the Resend invite option. To cancel the invite, remove the access role using the "x" button next to it, then click Update person.
Inviting guests
To invite a guest, add their email address and assign them an access role. Guests can be invited from Company settings > Admin > Guests.
To add and invite a guest to Float:
Navigate to Company settings > Admin > Guests
Click Invite
Enter the guest's name
In the Access tab, enter their email address
Assign the access role
Review and adjust their permissions as needed
Optional: if this person manages others, open the Manages tab and select the people or departments they manage.
Click Invite
Once you send the invite, the new team member can accept it and set up their account. Unaccepted invites show in the Pending invites tab. The invitation expires after seven days. If the link expires or the invitation email is lost, you can resend it from the Pending invites tab. To cancel the invite, open the guest's profile and select Delete from the Actions menu.
Invitation email
The invitation is sent from the notification@float.com email address, and the subject line is You're invited to join "Your Team Name" in Float.
The invite includes the Let's login button, which prompts a user to create a password or sign up with Google. If your Account Owner requires Google sign-in or single sign-on (SSO), those are the only sign-in options the invitee sees.
Additional notes
Float doesn't currently support customizing the invitation email.
If you were invited but don't see the invitation in your mailbox, please check your spam folder. If it is not there, please make sure our domain (float.com) is safe-listed on your end so all correspondence can come through.
You can also invite people in bulk.