Who Has Access to Budgets?

Control who on your team can interact with Budgets.

Budgets is becoming Profit Tracker! Click here to learn more.

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.