> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-budget-planner/installation-guide/enable-users-for-budget-planner.md).

# Enable Users for Budget Planner

By default, the Administrator user is enabled with access to Budget Planner. Other users must be granted access manually through the Administration section of CRM.

To enable Budget Planner access for users, follow the steps below:

1. Log in to CRM using an account with Administrative privileges.
2. Navigate to:

**Administration → Users → Users**

3. Use the Find option to search and retrieve the user account(s) that need access to Budget Planner.
4. Open the required user account and click Change.
5. Scroll to the bottom of the user information screen.
6. Select the checkbox:

Allow Budget Planner Access

7. Save the changes to enable Budget Planner access for the selected user(s).

Once enabled, the user will be able to access and use the Budget Planner functionality within CRM.