IMPORTANT: It is not possible to share a budget without sharing a company. If you share a company with a user, they will have access to all the budget scenarios of the company.

For example, you can not share a budget with another user, but deny them access to the SALES section.


To change the sharing permission of a user, following the steps below:


1- Access the sharing options of a company by clicking the "Share" button at the top right.

REMINDER 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).
        

2- To change the sharing permission: 

  1. Select a new permission on the drop down menu next to the email address you want to change (1).
  2. Press save (2).  


  • Want to revoke/remove access of a shared company? If you shared your company with another email/user and now wish to remove their access to your budget, then consult the following article from our Knowledge Base:
    How to revoke access (sharing) of a company?
  • Want to share your budget? Start sharing your budget with your co-workers, investors, accountants, etc. and start collaborating today! Get started by reading this article from our Knowledge Base:
    How to SHARE a budget?

Need help? These resources are for you!

1- There is a search bar at the top right of the screen, use it often!

PRO-TIP

Use words that you see on the section you are dealing with in order to search for related articles in our Knowledge Base. 


2- If you haven't found an answer to your question, create a support ticket and our team will find an answer for you:

Click here to create a new ticket for help

3- If you have any other questions about Budgeto, write us an email at: support@budgeto.com

Happy Budgeting and know that we are here for you if you need help! 

The Budgeto Team


Related Articles (Please refer to the links below) 


- How to SHARE a budget?

- How to revoke access (sharing) of a company?

- How to access my list of companies and the companies shared with me?

- How to ADD A NEW COMPANY in my account?