Budgetly has three user roles, each with different levels of access. Admins can change a user’s role at any time.
User roles
| Role | What they can do |
|---|---|
| Admin | Full access — manage users, budgets, cards, transactions, bills, suppliers, company settings, integrations, billing, and statements. |
| User | Spend from assigned budgets, view their own cards and transactions, upload receipts, request money. |
| Accountant | Read-only access focused on reconciliation — view transactions, budgets, and statements. Cannot spend or manage users. |
How to change a user’s role
- Click Users in the sidebar.
- Click on the user you want to update, then click Edit user.
- Select the Role tab.
- Choose the new role.
- Click Save.
[screenshot: User edit page showing the Role tab with role selection]
Key permissions by role
- Manage users — Admin only. Add, edit, and deactivate users.
- Manage all budgets — Admin only. Create, edit, and archive any budget.
- Manage own budgets — Admin and budget owners. Edit budgets they own.
- Manage cards — Admin can manage all cards. Users can manage their own.
- Manage transactions — Admin can edit all transactions. Users can edit their own.
- Manage bills — Admin and users with bill access.
- Manage integrations — Admin only. Connect and configure Xero.
- Manage billing — Admin only. View and change subscription plan.