The User Permissions administrator can assign four Budget roles by using the Invoice, Expense or Request tab in the User Permissions tool.

To assign budget permission roles:

1. Click Administration > Company > Company Admin.

   The Company Administration page appears.

2. In the Company Admin Home menu, in the User Administration section, click User Permissions.

3. Click the Invoice, Expense or Request tab.

4. In the Step1. Modify Roles By list, select Role.

5. In the Step2. Role to Assign to Users list, select the role you want to assign to a user. Available budget roles are listed in the following table.

   Role	Description
   Budget Administrator	Configures the Fiscal Calendar, Budget Categories, Budget Tracking Fields, Budget Items and Budget Settings. Budget Admins have access to all budget items within an entity. The Budget Admin can see the budget amounts as configured in Budget Items, but not the budget actuals as shown in the dashboards. NOTE: If the Budget Administrator also has the Budget Viewer role, the admin will be able to see all configured budget items in the Shared Budgets section of the Budget Dashboard.
   Budget Approver / Manager	Approves invoices, purchase requests, expense claims and requests and can view budgets in the budget dashboards. The user with the Budget Approver / Manager role does not have access to the budget configuration information. NOTE: Users with the Budget Approver / Manager role have the same access rights to spend item fields as regular approvers, if admins have configured these fields to be editable.
   Budget Owner	Owns the budget and can view budgets in the dashboards. The Budget Owner does not have access to the budget configuration information.
   Budget Viewer	Views budgets in the dashboards. Can be one or several budget viewers. The Budget Viewer does not have access to the budget configuration information.

NOTE: Administrators only need to have the Budget Administrator role to access Budget Configuration. No additional role is required.

You can import user roles by clicking Administration > Company > Tools > Import/Extract Administrator > Import. Alternatively, you can perform the import through an Excel spreadsheet by clicking Administration > Company > Company Admin > User Administration, and then clicking Import Users and following the instructions on the User Import page.