Understanding user roles in Budgetly

Budgetly offers three distinct roles—Admin, User, and Accountant—each with different levels of access and responsibilities. Here's how they compare.

Admin

Admins have full access and control over the account. Typically assigned to finance team members like the CFO or accountant, they can create budgets, order cards, invite users, view all transactions, download statements, and sync data with accounting software.

User

Users are cardholders who can view their own details, cards, and budgets. They can make transactions, categorise them, and upload receipts, but they can’t see other users’ activity or modify budget limits.

Accountant

Accountants have specialised access to view and edit all transactions, download statements, and sync with Xero. They don’t need a card and cannot order one, setting them apart from regular users.

Let's break down the differences

Here’s a quick breakdown of how Admins, Users, and Accountants differ.