Budget owners are team members responsible for managing specific budgets in Profit. They are assigned at the time of budget creation and can be edited later. This article explains how to create, manage, and adjust budget owners while linking related articles for adding team members and setting permissions.
Steps to Create a Budget Owner
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Create a Budget:
- Go to the Budgets tab and click on the Create Budget button (refer to the screenshot for the interface).
- Fill out the budget details:
- Enter the name of the budget.
- Select the budget owner from the dropdown list.
- Note: The budget owner must already exist as a team member and have accepted their invitation to set up their account.
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Assign an Existing Team Member:
- Ensure the team member is already added and assigned the appropriate role (Administrator, Contributor, or Cardholder).
- If the team member is not listed, invite them as a new user. For more details, refer to the Adding Team Members and Setting Permissions help article.
3. Edit Budget Owners (optional):
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- Navigate to the specific budget within the Budgets tab.
- Click Edit Budget Owner to select a new budget owner from the dropdown menu (see screenshot for reference).
- Submit the changes to update the budget ownership.
Permissions for Budget Owners
Budget owners have specific access to manage their assigned budgets. Below is an overview of what they can and cannot do:
They Can:
- View:
- Budget balance.
- Transactions.
- Spending analytics.
- Team members assigned to the budget.
- Debit cards and statements for the budget.
- Edit:
- Add or remove funds allocated to team members' cards within their budget.
They Cannot:
- Create new budgets.
- Edit budget details (e.g., name, owner, archive status).
- Set up auto-reload for budgets.
- Add or remove team members from budgets.
- Manage team members at the platform level.
Role Comparison Table
Action | Owner | Administrator | Budget Owner | Cardholder |
View all budgets | ✅ | ✅ | Only assigned budgets | ❌ |
Create/edit budgets | ✅ | ✅ (limited by permissions) | ❌ | ❌ |
Add/remove team members | ✅ | ✅ | ❌ | ❌ |
Manage budget funds | ✅ | ✅ | Assigned budgets only | ❌ |
Set up auto-reload | ✅ | ✅ | ❌ | ❌ |
Important Notes
-
Budget Access:
- Budget owners can only access and manage the budgets they are assigned to.
- If removed from a budget, they retain access to any other budgets they still own.
-
Editing Budget Owners:
- Budget ownership can be updated by going to the specific budget and selecting a new owner.
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Team Member Requirement:
- Only existing team members can be assigned as budget owners. Make sure they’ve accepted their invitation and set up their account.
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Linked Resources:
- Refer to the Adding Team Members and Setting Roles and Permissions article for detailed instructions on inviting and assigning roles.
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