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Owner, admin or member?

Admins run the workspace; members work on the budgets they can see; only the owner manages billing.

Admin

  • Sees and controls every budget: edit it, lock and unlock the bid, share and archive it.
  • Creates and imports budgets, and manages jobs, templates and rate cards.
  • Invites and removes people and changes their access.
  • Changes workspace settings, and can be made owner.

Member

  • Sees budgets as set under What members see.
  • Changes a budget when it is shared with them as an editor, or every budget when members work on everything.
  • Cannot create budgets, invite people or change workspace settings.

Owner

An admin who also manages billing. There is one owner per workspace.

Not what you were looking for? Write to hello@actualsbudget.com.