Creating Custom Roles Within Budgets

No doubt, team collaboration is the core to a successful production. Sometimes, you may not need to provide a user with access to your entire budget, but just a particular section.

Now with Actual, you can create custom user roles that provide users to specific versions and sections within a budget. Here's how to do that.

• Select the Project Settings Button
• Navigate to the Version / Phase of the Budget you'd like to add a User to.
• Click + User
• Enter the User's Name to lookup and add an employee
• Select the specific sections within a version you'd like to add the user to.

If you'd like to provide an employee with access to the entire budget (including all versions) simply add that user as an admin.