Managing Multi-User Support
This is an experimental feature. That means we’re still working on finishing it. There may be bugs, missing functionality or incomplete documentation, and we may decide to remove the feature in a future release. If you have any feedback, please open an issue or post a message in the Discord.
Client Version 25.1.0 and Server Version 25.1.0 or higher are required for this feature.
This feature is enabled by default when you setup an OpenID Provider. The usernames will be fetched from the provider.
User Directory
Use this page to manage users who have access to the Actual Budget instance.
To access the User Directory page, access the menu from the server:
Users can be added, disabled, enabled, removed from this page:
There are two user roles Basic or Admin.
The Basic role: Users with the Basic role can create new budgets and collaborate on budgets made by others. This role is ideal for users who primarily need to manage and participate in shared budget activities.
The Admin role: This role can do everything the Basic user role can. It can also add new users to the user directory and allow all users to access budget files. The role can assign ownership of a budget to another person, ensuring efficient budget management.
User Access Management
Use this page to manage user access to the current open budget file.
The User Access Management menu is only visible from within an open budget:
This screen is where you assign, give and revoke budget access and transfer ownership:
