As an admin or budget owner, you can add users to a budget from a web browser or the Divvy mobile app. Once users are added to a budget, you can assign funds to budget members or edit the users' roles within the budget.

Web

  1. In the Divvy Navigation Menu, click the Budgets link.

    Open Budgets

  2. Select the budget you want to edit [1]. You can also use the Search field to find a budget [2].

Open Budget

3. From the Budget Snapshot page, click the Edit Roster link.

Edit Roster

4. Click the Add People link.

Add People

5. In the Search field, enter the name of the user you want to add [1]. When the username displays in the search results, click the name of the user [2]. You can select multiple users and add them to the budget at the same time. To view all selected users, click the Expand icon [3].

6. To assign spend limits to the users, click the Assign Spend Limits button [4].

Add People to Budget

7. Before assigning funds, you can view the amount of available funds in the budget for the current month [1] and next month [2].

8. To assign the same amount of funds to all selected users, enter an amount in the Bulk Assign Funds field [3].

9. To assign a specific amount for a user, enter the amount in the funds field for that user [4].

10. To make a user a budget owner, click the Make Owner button [5].

11. To add the users to your budget, click the Save and Add button [6].

Assign Funds to New Users

Mobile

  1. In the Navigation Menu, tap the More icon.

Open More Menu

2. Tap the Budgets link.

Open Budgets

3. Tap the name of the budget you want to open.

Open Budget

4. Tap the Options icon [1].

5. To add a budget owner, tap the Add an owner link [2]. To add a budget member, tap the Add a member link [3].

Budget Options Menu

6.In the Search field, enter the name of the user [1]. When the user's name displays in the search results, tap the name of the user [2]. You can select multiple users to add at the same time.

7. To add all selected users, tap the Save link [3].

Note: When adding users to a budget from the mobile app, you will need to assign funds after the users have been added.

Add Owners or Members

If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.

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