How do I add users to a budget in Devote?
In Devote, adding users to a budget is simple.
1. Access the Dashboard: Log in to your Devote account and navigate to the dashboard. Here, you will find an overview of your organization's financial activity.
2. Select the Team Dashboard: Click on the "Team Dashboard" button located at the top of the main dashboard. This will direct you to the team dashboard page.
3. Create Team Budgets or Add Team Members: You can create a new budget here for a team, assign a manager, and add team members to the team budget all within this same dashboard.
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