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How do I add members to Budgets and set up roles?

Updated over 8 months ago

Budgets bring employees together for safe, shared spending on the departments, projects, or specific aims. For this, you only need to add members to the Budget. Only the budget owner and manager can add members.

To add a member to the budget:

  1. Go to the Budgets section and open the Budget where you want to add a member.

  2. Click the MANAGE button in the top right corner of the screen.

  3. On this page, you can see the members of the budget. Click on Add existing teammates and select a person you want to add from the drop-down list.

  4. Once you have added the member, click the drop-down list and select the desired role for the teammate.*

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