Do you have a sponsored Budgeto license and are waiting to get your advisor to approve your license activation request? If so, please refer to this article, which is more appropriate to your needs:

- How to request an activation?


What is an Certified Budgeto Advisor? An advisor is the one in charge of your license request. They may be a professor, an accountant, a partner, etc.


How do I become a Certified Budgeto Advisor? If you wish to become a certified Budgeto Advisor, and will be in charge of user's activation request in relation to your field (school, accounting firm, etc.), please send us your request directly at [email protected] and we will be in contact with you.


If you have been assigned as an "Advisor", you will therefore be responsible for managing and monitoring the number of licenses activated until the pre-established maximum is reached.

You can follow this information in the “Activation” section of your Budgeto account.


When a user makes a request to activate a Budgeto license, you will receive an email from us (Budgeto) informing you. To authorize the request, follow the steps below:


1- Start by clicking on the link (LOGIN TO BUDGETO) provided in the email.


2- A) You will then be redirected to the "activation page" of your Budgeto account.

    B) If you are NOT redirected automatically, you may sign in to your Budgeto account and click on the menu "Activation" under the settings icon.

 
When you see a red exclamation mark on your user icon at the top right, it means that you have untreated permission requests:


3- To confirm the request, click on the name of the applicant.
     You must then:

  1. Either accept [YES] or refuse [NO] the request. (1)
  2. Write a comment (optional) in the box provided. (2)
  3. Tap Send. (3)


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Need help? These resources are for you!

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


Related Articles (Please refer to the links below)


- How to request an activation?

- Select plans for individual company in a multi-company account

- I'm new to Budgeto, where to start?