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How to Control who Can Access and Edit Budgets

In this article you will learn how to control the permissions for access to Budgets on Bizimply by editing an employee's Role.

Updated over 3 weeks ago

Please note: You need Admin access in order to manage access and permissions in your Bizimply account.

  1. Go to the top right corner when logged in as an Admin, and click on your name/email address

  2. In the dropdown menu, select Account Access

  3. Select either the Location Role or Group Role you would like to give access to Budgets to.

  4. In the permission for the Role, if you want the role to see the Budget, Forecasts must be ON

  5. Click "Choose Options" to decide if you would like the role to Edit any of the following: Sales Budgets, Labour Sales % Budgets and Buget Hours

  6. Click "Save" when you are happy with the permissions for the Role.

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