Budget Access Control

Etropo allows you to set category-based access to ensure sensitive financial information is only accessible to authorized team members. You can decide which parts of the budget each user can view and edit. There are two types of user accounts: user and admin.

Admin

As an admin, you have full access to the budget planning system. This means you can:

See and manage all categories and line items
Create new categories and modify or delete existing ones
Control who has access to which categories
Set and adjust the total planned budget
Work with any line item in the system
Access filtering capabilities

User

Your access to the budget depends on which categories you’ve been given permission to view. Here’s what this means:

You’ll only see the categories you have access to
You can only work with line items in your accessible categories
You’ll still be able to use filtering capabilities on the line items you can access

When you don’t have access to all categories:

You won’t see any data from restricted categories anywhere in the system
Users can’t tell if there are categories they don’t have access to

How to Manage Category Access

If you’re an admin, you can control access to categories:

Click on a category name
Go to “Manage Access”
Choose which users should have access
Save your changes

Category Access Rights

Master Category Access

For budgets with master categories enabled:

Granting access to a master category automatically includes all child categories underneath it
You cannot grant access to individual child categories independently
This simplifies permission management when organizing budgets by region, channel, or team
Only admins can create or reorganize category structure

Access and Budget Versions

Access is granted per category, and categories belong to the budget rather than to any single version of it. So access works the same way across every version:

Granting someone access to a category gives them that category in all versions of the budget
Creating, switching, or activating a version never changes who can see what
Team members can view and switch between any versions of a budget they have access to
Only admins can create, rename, activate, or delete versions

Good to Know

Only admins can change who has access to categories
Regular categories require setting access individually
Master categories provide access to all children at once
Access settings are shared by all versions of a budget