There are three roles in Budgetly: Admin, User and Accountant. Understand the differences below.
Admin
An admin has access to all areas of their account; full control.
This role is typically given to members of the finance team, such as the CFO or accountant. An admin can create and invite users, create budgets and order cards. They can see all users' transactions, download statements and send information to the accounting software.
User
A user is someone spending with Budgetly. They see their individual details, cards and budgets. They can also make transactions if they have a card and categorise and upload receipts for those transactions. They are not able to see other users' transactions or budget allocations and they cannot make any changes to their budget limits.
💡 As a standard, users can order cards. If you only want admins to have this ability, please get in touch with us via support@budgetly.com.au.
Accountant
An accountant is equipped with certain administrative capabilities, distinct from those of regular users.
This specialised role is specifically designed for accountants, providing them with the ability to view and modify all transactions, download statements, and synchronize with Xero. Unlike other roles, accountants do not require a card nor have the option to order one.
We recommend that any accountants who do not need Admin access be assigned to this role instead.
Let's break down the differences
See below the key differences between admins, users and accountants.
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