Latest product news from Float
Feature update

Viewer role for read-only access

Graeme avatar
Shared by Graeme • December 19, 2025

A read-only Viewer role has been added to the existing Admin and Editor roles.

Viewers can see all cash flow information, but can't make any changes. Ideal for giving visibility to team members, advisors, or stakeholders who need to stay informed but don't need to adjust the forecast.

Add new users or update existing user roles in 'Manage users'.