Budget Team

The Budget Team feature allows administrators to review and manage which users have access to a specific budget and what roles they hold. This provides granular control over budget permissions, enabling districts to delegate budget management responsibilities to appropriate staff members.

The Budget Team is accessible from the Single Budget view in Current Year, making it easy to see at a glance who has access to the budget you're currently working with.

Access Budget Team

Navigate to the single budget tab and select the desired budget.
In the sidebar, locate the Budget Details section.
Select Team Access

The Team Access page displays a table of all users who have been granted access to the selected budget.

The table displays the name and assigned role of each user.

Add a Permission

To grant a user access to the budget:

Navigate to the single budget tab and select the desired budget.
In the sidebar, locate the Budget Details section.
Select Team Access.
Select the Add Permission
In the Add Permission dialog:

Begin typing to search for a user, then select the desired user from the dropdown.
Select the appropriate role from the dropdown menu. ( Roles must be configured by an Administrator)

Select Save to grant the permission.

A confirmation message will appear indicating the permission was added successfully. The user will now appear in the Budget Team table and will have access to the budget based on their assigned role.

To modify a team member's role on the budget:

Locate the user in the Budget Team table.
Select the More menu (⋮) in the Actions column for that user.
Select Change Role
In the Change Role dialog:

The user's name is displayed for confirmation.
Select the new role from the Role dropdown.

Select Save to apply the change.

A confirmation message will appear indicating the role has been updated. The change takes effect immediately.

Remove a Permission

To revoke a user's access to the budget:

Locate the user in the Budget Team table.
Select the **More** menu (⋮) in the Actions column for that user.
Select **Remove Permission**.
In the confirmation dialog, verify you want to remove the user's permission.
Select **Remove Permission** to confirm.

A confirmation message will appear indicating the permission has been removed. The user will no longer appear in the Budget Team table and will lose access to this budget.

> **Warning:** Removing a permission is immediate. The user will lose access to this budget as soon as the permission is removed.

Permissions Required

To manage Budget Team members (add, change role, or remove), you must have one of the following:

System Administrator access, OR
Can Manage Users permission

Users without these permissions can view the Budget Team page, but will not see the Add Permission button or the actions menu for team members.

### Frequently Asked Questions

**Q: What happens if I remove a user's permission?**
A: The user immediately loses access to the budget. They will no longer be able to view or manage any data associated with that budget. If needed, you can add them back with a new permission at any time.

**Q: Can a user have multiple roles on the same budget?**
A: No, each user can only have one role per budget. To change a user's access level, use the Change Role option.

**Q: Where do the available roles come from?**
A: Roles are configured at the district level. The roles available in the Budget Team dropdown are the same roles used throughout the Allovue system. Contact your district administrator if you need additional roles created.

**Q: Can I add users from outside my district?**
A: No, only users who have accounts in your district can be added to a Budget Team. Users must first be created at the district level before they can be assigned to specific budgets.