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Guide to Adding Budget Members

Updated over a month ago

A budget member cannot make transfers or adjust anything inside the budget.

To create and add a budget member, Admin or Budget Owners can follow the steps below:

  1. On your Aspire dashboard, click "Budgets" in the left navigation bar (web app) or click "Menu" and choose "Budgets" (mobile app).

  2. Click on the budget you'd like to add the budget member to
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  3. Click on "Add people", then "Budget member

  4. Add the user from the list or invite a new user. Please note that only Admins can invite new users as budget members within the budget.​

  5. Click "Assign", and your new budget member will be added instantly.

You can also add budget members when you create a budget from scratch.

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