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Budgets are shared by inviting people to your organization. You send an email invite, they accept it, and they join with the role you picked.
Only an owner or admin can send invites. If you don’t see the invite form, your role can’t invite people; see Roles and permissions.

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Send an invite

1

Open Members

Go to Settings, then Members.
2

Fill in the invite form

Under Invite a member, enter the person’s email address and choose a role — Admin, Member, or Viewer. The default is Member.
3

Send the invite

Choose Send invite. Budget Bandit emails an invitation to that address and adds the person to Pending invites until they accept.

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What the invited person does

The email contains a link to accept. When they open it:
  • If they don’t have an account yet, they create one, then accept.
  • If they’re already signed in, they choose Accept invitation and join your organization in the role you set.
Once they accept, they move from Pending invites to the Members list.
Send invites only to addresses you trust. Anyone who opens the invite link can accept it, so don’t forward an invite link to a shared inbox or post it anywhere public.

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You can’t invite an owner

The role options are Admin, Member, and Viewer. There’s no “owner” option — the owner is the person who created the organization. To hand off ownership, contact support.

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If the invite doesn’t arrive

  • Ask the recipient to check spam and confirm the email address you entered.
  • The invite shows under Pending invites until accepted — if it’s listed there, the email was sent.
  • Need to resend or cancel it? See Manage members.

Roles and permissions

What owner, admin, member, and viewer can each do.

Manage members

Revoke an invite or remove a member.