Can the client see the budget for cases? : CROSStrax Help Desk

Can the client see the budget for cases? Print

Modified on: Tue, 18 Mar, 2025 at 9:13 AM

No. By default, the budget is not visible to clients.

If you do want to allow clients access to the budget, please follow the below:

1) Click on "Settings" in the left-hand navigation bar, then click "Roles & Access" under Users & Security

2) Click the "Client" tab, then make sure the module "Budget" is set to LOW

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