How to remove (unlink) a company shared with me?
Modified on: Fri, 24 Sep, 2021 at 10:54 AM
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.
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 remove (unlink) a company shared with you, follow the steps below:
1- First, access your list of companies by clicking the the arrow next to your CompanyName and then press on the Company List menu (the three line icon).
2- When you are in the "Company List", scroll down to the "Companies shared with me" section. Find the company you wish to remove (unlink) and then click on theicon located to the right.
3- NOTEBy default, all users have a DEMO BUSINESS shared in their account. DEMO BUSINESS gives you access to a read-only model company to visualize how to use the different sections of the budget tool.
It is not possible to unlink this 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?
Want to change the sharing permissions of a company?
If you shared your company with another email/user and now wish to change their sharing permission (read, write, manage), then consult the following article from our Knowledge Base: - How to change the sharing permission?