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, Admin or Budget Owners can follow the steps below:
- Login to your Aspire account.
- 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. Please note that only Admins can invite new users as budget members within the budget.
- You will then be prompted to issue a card or not.
- Click "Assign", 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 log in to the app and reach out in the chat at the bottom right corner of the screen.
Suggestions? Let us know here.