Float

Video Guides - Setting up your team at Float.com

Video Guides - Available plans and managing subscription

Video Guides - Adding people and resources

Video Guides - People

Video Guides - Guests

Customize your team's view and edit permissions

Video Guides - Access rights

Video Guides - Projects

Video Guides - Adding projects

Video Guides - Admin team settings

Manage your team's hours, currency and timezone.

Video Guides - Work days, timezone and currency settings

Video Guides - Time tracking settings

Video Guides - Time off settings

Video Guides - Statuses

Video Guides - People and project tags

Video Guides - Departments

Video Guides - Clients

Setting the default roles and hourly rates

Video Guides - Roles

Video Guides - Rates

Video Guides - Activity log

Justyna Kawalec

Anything from signing up, team settings, and billing. Best for Account Owners, Billing users and Admins.

Setup 

Create a custom design with text, images, and links

About us

Status

Trust Center

Product tour

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API documentation

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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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.