The four roles
| Role | Manage budget data | Invite people | Revoke invites | Remove members |
|---|---|---|---|---|
| Owner | Yes | Yes | Yes | Yes |
| Admin | Yes | Yes | Yes | No |
| Member | Yes | No | No | No |
| Viewer | No (read-only) | No | No | No |
Owner
The person who created the organization. The owner has full control, including the only ability to remove members. There is one owner, and the owner can’t be invited or removed through the Members page.Admin
A trusted co-manager. Admins can do everything with budget data and can invite new people and revoke pending invites. Admins can’t remove existing members.Member
A full participant in the budget. Members can add and edit transactions, assign money, manage categories, and use reports. Members can’t invite people or manage other members.Viewer
Read-only access. A viewer can see the budget, transactions, and reports but can’t change budget data. For example, a viewer can’t add or edit categories.Use Viewer for an accountant or anyone who needs to look but not touch, Member for a partner who manages the budget with you, and Admin for a co-owner who also handles invites.
Who can do what at a glance
- Send invites: owner and admin.
- Revoke a pending invite: owner and admin.
- Remove an accepted member: owner only.
- Change budget data: everyone except viewer.
Changing a role
Roles are set when you invite someone. To change a role, remove the member and re-invite them with the new role. See Manage members. To transfer ownership, contact support.Related
Invite a partner
Send an email invite and pick a role.
Manage members
Revoke invites and remove members.