Managing Multi-User Access in Cloudfloat

Cloudfloat makes it easy for businesses to collaborate by allowing multiple users to access the same account. With Multi-User Access, you can securely add team members so they can help manage invoices, payments, and cashflow.

What is Multi-User Access?

Multi-User Access lets the account owner (primary user) invite additional team members (e.g. finance staff, business partners, administrators) to use Cloudfloat under one business account.

• The primary user controls account ownership and user permissions.
• Invited users can log in with their own credentials to perform approved actions.

How to Add a New User

1. Log in to your Cloudfloat dashboard as the account owner.
2. Navigate to Settings → Team.
3. Click Invite User.
4. Enter the team member’s name and email address.
5. Select their role or permission level (e.g. Admin, Standard User, View Only).
6. Click Send Invite.

The invited user will receive an email with instructions to set up their login.



Managing Users

• Admin Access – Full permissions to create, approve, and manage payments, invoices, and users.
• Standard Access – Can create and manage invoices or payment requests, but cannot change account settings or add/remove users.
• View Only Access – Read-only permissions; ideal for bookkeepers, auditors, or advisors who only need visibility.

You can:

• Edit permissions: Go to Settings → Users, click the user’s name, and adjust their role.
• Remove access: Select the user and click Remove.
• Note: The primary user always retains full access and cannot be removed.



Benefits of Multi-User Access

• Collaboration made simple → finance tasks don’t bottleneck with one person.
• Security and control → each user has their own login, so activity can be tracked.
• Flexibility → tailor access levels to fit each role in your business.