IMPORTANT: It is not possible to share a budget without sharing a company. If you share a company with a user, he will have access to all the budget scenarios of the company shared with him.
You can quickly share a budget by clicking the Share button in the TOP MENU.
Once in the sharing menu, you can share a company by doing the following:
1- Enter the email address of the user with whom you wish to share a company;
2- Choose a permission level;
3- Save your choices.
There are three levels of permission for sharing:
Read: the user can see everything but can not edit anything;
Write: the user can modify everything;
Manage: the user can create scenarios and share the company with other users (if the options are available in the subscription plan of the user who owns the company).
- How to access my list of companies and the companies shared with me?