Roles and permissions

What each role can do, what only the owner can do, and how a member can manage a single budget without a team-wide role.

Where to look

Roles & Permissions in your organization's menu shows the owner, every member's organization-wide role, who manages which budget, and a reference table of what each role can do.

Organization-wide roles

Can they…	Admin	Budget Manager	Member
Change organization settings and billing	Yes	No	No
Invite members, change roles, manage invite links	Yes	No	No
Create and edit budgets, see all budgets	Yes	Yes	No
See the organization dashboard	Yes	Yes	No
Book sessions on their allowance	Yes	Yes	Yes

Adding or removing admins is reserved to the owner.

Managing one budget only

A member can be made the manager of a specific budget on this page, without any organization-wide role. On that budget they can see spending and add or remove members; they cannot change the budget's amounts or create sub-budgets. Admins and Budget Managers always have full access to every budget.

Changing roles

Organization-wide roles change from this page or from Members; budget roles change here under the budget's name.