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How do I add users to a budget in Spend Center?

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Written by Spend Center
Updated over a month ago

As an admin or budget owner, you can add users to a budget from a web browser or the Spend Center mobile app. When adding users, you can assign any added user as a budget owner. Budget owners can add new team members and approve transactions in the budget.


Add user from a web browser

  1. In the Spend Center Navigation Menu, select Budgets

  2. Select the budget you want to edit

    • You can also use the Search field to find a budget

  3. In the Budget members section, select Manage Members

  4. Select Add People

  5. In the Search field, enter the name of the user you want to add

  6. When the username displays in the search results, select the user

    • You can select multiple users and add them to the budget at the same time.

  7. The total number of selected users displays below the Users list. To view all selected users, select the Expand icon.

  8. Select Add People

  9. To make a user a budget owner, select Owner

  10. Select Save


Add user from the mobile app

  1. In the Spend Center Navigation Bar, tap the Budgets icon

    • If the Budgets icon is not in your Navigation Bar, tap the More icon, then tap the Budgets link.

  2. Tap the name of the budget you want to open

  3. From the Budget Members tab, tap the Add (+) icon

  4. Select the user's budget role:

    • To add a budget owner, tap Add Owner

    • To add a budget member, tap Add Member

  5. In the Search field, enter the name of the user.

  6. When the user's name displays in the search results, tap the name of the user.

    • You can select multiple users to add at the same time.

  7. To add all selected users, tap Save


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