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- 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.