How to Create a Budget Manager

To create user’s support role as a Budget Manager, do the following:

1. Navigate to Maintenance > Administration > User & Role Management. 
2. Click the Add icon.
   
3. Enter a valid Email address; this will serve as the user's login ID.
   
4. Select a User Authentication mode, and enter the user’s first and last name. 
5. Select the user's Status, Navigation Role, Reporting Role, and Task Manager Role. 
6. In the Support Role field, select Budget Manager.
   
   
   Note:

   Selecting Budget Manager role allows users to access only the Budget Manager Experience (BME). Within BME, the user can access only the artifacts (templates, reports, or dashboards) that finance teams share with them. The user will not have access to any other functions available in the Full Experience.
7. Additionally, configure the settings to enable or disable specific user access and security features (scenario access, approval role, report access, etc.).
8. Click the Save icon.