Before getting started...

We recommend watching this quick training video
(2 min). With Budgeto, you can work on your business budget with your shareholders, employees, accountants, and more! Learn how to quickly share your company, modify permission levels, and revoke access.

Become a Budgeto expert by watching the other videos available! These training videos can be found in our Multimedia Gallery (Be sure to check back often, as more videos are in the works!).
Click here to access the Budgeto Multimedia Gallery

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, follow the steps below:

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

Click here to access the Share menu directly within the Budgeto app.

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:

Select a new permission on the drop down menu next to the email address you want to change (1).
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 remove/revoke access of a company | Sharing

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?