Support Center

How can I ensure that my client doesn’t mess with the budget I worked so hard to create?

You’ve worked hard on those numbers, so we know how important it is to minimize any chance of your client(s) messing around with the budget.  That said, we recommend marking the budget tool as READ ONLY for your clients.

From within your client’s event in Aisle Planner, click on PLANNING PARTNERS and then under each client’s name/role click on “Full Client Access”  and adjust the Budget permission setting to “Read Only”.

planning-partners

 

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