How do I give someone access to a specific budget?

Granting Access to a Budget

To grant a user access to a budget in Finance, they must first have the Manage Finance permission enabled on their user profile.

You can update this from the People dashboard by editing the user’s profile. For step-by-step instructions, see: Finance Access to Budgets 

When to grant access to a single budget

In some cases, a user may only need access to a specific budget (for example, for a special event or program), rather than access to all budgets. You can grant access at the individual budget level from the Finance dashboard.

How to grant someone access to a budget

1. Navigate to the budget.

   Go to Finance and select the budget you want to manage.

   

2. Open budget settings.

   Hover over the pencil icon, then click the lock icon.

   

3. Add access.

   Select the role or specific user you want to grant access to.

   Click Add Role (or select an individual user, if applicable).

Troubleshooting

• User does not appear in the list: Go to the user’s profile in People and confirm that Manage Finance permissions are enabled.
• Still not visible after updating permissions: Refresh the budget page and try again.