Shared access - CalBudget Docs

Shared access lets an Advisor user invite another trusted person into a budget.

Roles

Role	Intended access
Viewer	Can review the forecast and context.
Editor	Can help edit planning data.
Manager	Can manage shared access and higher-trust budget settings.

Invite workflow

Owner opens shared access.
Owner enters the invitee email and role.
CalBudget sends an invite.
The invitee opens the invite link.
The invitee signs in or creates an account.
Access begins after acceptance.

Invite states

Pending
Accepted
Revoked
Expired

Security expectations

Invites expire.
Owners can revoke access.
Shared users should only receive the access level the owner chose.
Owners should use the lowest access level that fits the relationship.

Best practices

Use Viewer for a partner who only needs visibility. Use Editor for a trusted collaborator. Use Manager only when the invited person should manage access.