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.