Budgets
      Back to home
      1. Help Center
      2. Financials
      3. Budgets

      Who Has Access to Budgets?

      Control who on your team can interact with Budgets.

      Access to Budgets is controlled through Access Profile settings.

      To update these permissions:

      • Click on your Profile Icon or initials in the top right corner
      • Select Settings from the drop-down menu
      • Within the Settings menu, open the Access Profiles tab
      • Edit an existing profile or add a new one

      You can give a user access to either "View", "Create & Edit", or "Delete" this specific kind of file. Remove this access from a team member by setting Work Orders to "No Access".

      Note: "Limited Access" users will only be able to interact with Budgets up to the level of permission they're given for Contacts and Jobs to which they are directly assigned.