How to 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:
  1. Login to your Aspire account. Reminder, only Admin users or budget owners can add a budget member
  2. Click on "Budgets" under the Spend section on the left-hand side 
  3. Click on the budget you'd like to add the budget member to
  4. Click on "Add people", then "Budget member"
  5. Add the user from the list or invite a new user 
  6. You will then be prompted to issue or card or not. 
  7. 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.


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