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 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 Company Name 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 the
3- NOTE By 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?
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
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: [email protected]
Happy Budgeting and know that we are here for you if you need help!
The Budgeto Team
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Related Articles (Please refer to the links below)
- How to change the sharing permission?
- How to remove/revoke access of a company | Sharing
- How to access my list of companies and the companies shared with me?
- How to ADD A NEW COMPANY in my account?