User Management
Manage director accounts, senior leadership, and invitations.
Reset All Program Budgets
Permanently clears all revenue entries, expenses, billing records, grant awards, and staff salary figures across every program. Program names, staff names, and compliance records are preserved.
| Name | Role | Status | Last Sign In | Submissions | Actions | |
|---|---|---|---|---|---|---|
| No users yet. Invite someone to get started. | ||||||
Select programs and reassign them to a different director in one action.
| Program | Type | Current Director | Delete | |
|---|---|---|---|---|
| No programs match the current filter. | ||||
Feature Permissions
Lock or unlock dashboard sections per role or per individual user. Locked items are hidden from the sidebar and blocked on the server.
Toggling a role OFF locks that feature for every user with that role (unless overridden per-user).
| Feature | Manager | Senior Leadership | Administrator | Data Entry |
|---|
Every Monday at 8 AM, a billing summary is automatically delivered to your notification bell — showing total billed units, unbilled units, CHWs needing attention, and any over-budget programs. Use the button below to send a test digest right now.
Share this link with your data manager. She can log in with her own credentials and submit records directly into the dashboard — without accessing any other section.
https://budgdash.com/portalTo give someone access, invite them above and assign the Data Entry role.
