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.
Web Browser
In the Spend Center Navigation Menu, click the Budgets link.
Select the budget you want to edit. You can also use the Search field to find a budget.
Click the Add Members link.
In the Search field, enter the name of the user you want to add. When the username displays in the search results, click the name of the user. You can select multiple users and add them to the budget at the same time.
The total number of selected users displays below the Users list. To view all selected users, click the Expand icon.
Click the Choose Budget Owners button.
Click the Make Owner toggle button next to any users you want to assign as budget owners.
To add the users to your budget, click the Save and Add button.
Mobile App
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.
Tap the name of the budget you want to open.
From the Budget Members tab, tap the Add (+) icon.
To add a budget owner, tap the Add Owner link. To add a budget member, tap the Add Member link.
In the Search field, enter the name of the user. 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.
To add all selected users, tap the Save link.
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