Float User

Before adding people in Float, first check whether the person has been with us before and needs to be reactivated rather than added. To do this, go to People and check Archived users.

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Note: we pay per user so do not add up just a user if this is not needed. We pay for active users only. Post Prodcuers can be added as guest via the settings of Float.

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If the person is already there, select and activate him/her/them.

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Make sure they receive the access to check their booking. Click on the person, tab Access, select Member and press Update&Invite person.

They will receive an email from Float that will allow them to activate their account.

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If the person is not archived, you can add them to the list.

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Fill in their information:

Name
Email
Role (select from the dropdown menu)
Cost rate / Bill rate per hour (can be the same, check the rate with Martijn)
Department (dropdown menu)
Type: select Employee if the person is a new permanent stuff. Or Contractor for freelancer.

Make sure you give them access in the Access tab, same as you do for the newly activated users.

Create Float Project

to be created