How do I create a budget member?
A budget member is someone who can be issued cards to spend and assign their claims within that budget.
A budget member cannot make transfers or adjust anything inside the budget.
To create and add a budget member, follow the steps below:
- Login to your Aspire account. Reminder, only Admin users or budget owners can add a budget member.
- Click on Budgets under the Spend section on the left-hand side
- Click on the budget you'd like to add the budget member to
- Click on Add people, then Budget member
- Add the user from the list or invite a new user
- You will then be prompted to issue or card or not.
- Click assign and your new budget member will be added instantly.
You can also add budget members when you create a budget from scratch. Learn how to create a budget.
Questions? Please let us know here or chat with us during business hours (Mon - Fri, 9.30 AM - 6:30 PM SGT) by clicking on the green chat bubble on the lower right-hand side.