Share budgets

Required permissions

To share a budget with others, you must meet one of the following criteria:

• You are the Owner of the budget.

• You have the Editor permission on the budget.

• You have the Admin role and the budget has been shared with you.

You can share a budget in the following ways:

• Share with individual colleagues.

• Share with your whole organization.

• Share with a Microsoft Teams subdomain (teams.ms) so you can send emails to a channel in Teams.

• Share with a Slack subdomain (slack.com) so you can send emails to Slack.

See Summary for quick reference.

Note

Sharing your budget with others does not automatically make them the alerts email recipients. See Manage alert notifications.

Add access

To share a budget, you need to give access to the intended recipients:

1. Open the sharing configurations window:

   • If you are on the main Budgets screen, select the three dots menu (⋮) at the rightmost end of the budget entry, and then select Share.

   • If you are viewing your own budget, select the Share budget icon (three connected dots) to the right of the budget name.

     

2. Enter the email of the intended recipients, and give them Viewer or Editor access.

   Note

   You can only add email addresses in your organization's domain, a Microsoft Teams subdomain (teams.ms), or a Slack subdomain (slack.com). Other domains are not supported.

3. Select Add to apply the changes.

Change permissions

You can change permissions on a budget from the same configuration window, including:

• Change the permission of an individual user to Viewer or Editor, or remove the access.

• Change the permission of the whole organization, Microsoft Teams, or Slack to Viewer or Editor, or remove the access.

Tip

Users with the Admin role can bulk edit permissions on budgets that have been shared with them.

Transfer ownership

To transfer the ownership of a budget to another user, select Make owner.

Be aware of the following rules when transferring ownership:

• A budget can have only one owner and the owner must be an individual user.

• You can transfer your ownership only to a user who already has the Editor permission.

• Once the ownership is transferred, the previous owner becomes an Editor of the budget.

Summary

Your permission/role	View	Share	Change permissions	Transfer ownership
Owner	✓	✓	✓ (individual users, whole organization, Microsoft Teams, Slack)	✓
Editor	✓	✓	✓ (individual users)	✗
Viewer	✓	✗	✗	✗
Admin user on a shared budget	✓	✓	✓ (individual users, whole organization, Microsoft Teams, Slack)	✓