Float

Add, configure, and manage the resources on your Float team.

People

Upload your team members to Float using the CSV import tool or one of the project management integrations

Import people

Remove a person from the Schedule and keep their historical data for your reports

Archive a person

Delete a person

Adding your teammates to your Float account

Inviting team members to Float

Customize your team's access rights and permissions

Access rights

Bulk assign and update access rights for your team

Prevent a person from logging into Float by removing their access

Remove account access

Edit, assign, archive or delete multiple people at once

Bulk update people

Store allocations before assigning them to specific team members

Placeholders

Departments

People tags

Automatic insights into your team's expertise and industry exposure.

Smart insights: expertise and industry exposure

Set individual hours and work days for your team members

Individual custom hours and work days

Configure cost rates to track project costs and profitability

Cost rates

Configure bill rates to calculate project revenue and billable fees

Bill rates

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Status

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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