Who has access to Budgets?

Access to Budgets is customizable for the users on your account.

Access to Budgets is controlled through Access Profile permissions.

To adjust who has access to Budgets:

  • 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

Budgets - Who has Access?

Y0u can update Budgets in a profile to give a user access to just View, Create & Edit, or Delete a Budget. You can even remove any access for Budgets from a user by setting Budgets to No Access.

Read our article about Access Profiles to learn more.