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Add Users to Jet Budgets


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Overview

Once you have finished Creating your Jet Budget, you'll next need to ensure that the individuals who will be contributing to the process have access to that budget.

Let's look at how easy that is.

Adding Users to Jet Budgets

  1. Before a user can be added to a budget, that user must have access to either Jet Hub or the Jet Service Tier.

    This can either be done through the Jet Administration Console...

    budgetuser01.png
    Note: After adding Budgets users in the Jet Admin Console, you must add email addresses to the users (for notification purposes) from within the Admin settings of Jet Hub.

    or through the Admin settings of Jet Hub...

    budget01.png

    From there, by clicking Add at the top of the window, users been added to Jet Hub.

    budgetuser02.png

     

  2. Once users have access to Jet Hub, you can access the Details of your budget...

    budgetuser03.png
  3. Navigate to the Users section...

    budgetuser04.png
  4. Right click and select Add...

    budgetuser05.png

  5. To add users to your budget.

    budgetuser06.png

  6. Once complete, those users are now available to be assigned Work Items involved with your budgeting process.

    budgetuser07.png

Note: Every budget must have an Owner (who can create, edit, enter data, and approve budgets).  A Jet Hub administrator must assign the Owner Role to individuals through the Admin section of Jet Hub.

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