# Manage user access and notifications {% hint style="info" %} User permissions: Budgets & Forecasts and Manage Budgets & Forecasts {% endhint %} {% hint style="info" %} Database restrictions are respected in Budgets & Forecasts workbooks. See [Overview of access to data](https://app.gitbook.com/s/vQCmtGTR7MsjcI62Vdki/overview-of-access-to-data) for more information on database restrictions. If a user profile includes a dimension, stream or measure restriction, the user will only see data (rows) in the workbook that match the restriction, all other data will be hidden. {% endhint %} You can manage all this access from your Budgets & Forecasts homepage, which saves you time, as you don't need to open any workbooks. ## Manage access to a workbook {% hint style="success" %} Read the [Overview of users and data access](https://docs.phocassoftware.com/budgets-and-forecasts/getting-started/overview-of-key-terms-and-concepts/overview-of-users-and-data-access) page for more information about the types of users, user access and data security in Budgets & Forecasts. {% endhint %} You can manage access to the whole workbook and/or specific [worksheet tabs](#manage-tab-access) in the workbook. This involves giving and removing viewer access, and adding administrators. Watch this video to see how workbook and tab access works. {% embed url="" %} On your Budgets & Forecasts homepage, locate the workbook, click its **Menu** button, and click **Manage Access**.

The **Manage access** window opens on the **Manage workbook access** tab, where you can see the users who currently have access to the workbook. There are three types of users here that correspond to the Budgets & Forecasts user types: * **Owner**: This is the budget owner, the user who created this budget workbook. In the above example, Bill is the owner. * **Administrator**: As a budget administrator, this user can carry out more actions than the viewer. In the above example, Charlie is the administrator. * **Viewer**: This user can view the workbook and is eligible to be assigned rows in the workflow (become a contributor). To add another user to this workbook, select the user’s name from the **Add users** list. Only users who have the Budgets & Forecasts user permission are displayed in the list. The new user is added as a Viewer by default. To give a user administration rights, select **Administrator** from the user’s list. This option is only available for users with the Manage Budgets & Forecasts user permission. To remove a user so they can no longer access the workbook, click their **X** button. Click **Save** to apply your changes.

## Manage worksheet tab access {% hint style="info" %} The Headcount Input tab has a higher level of security than other tabs. It is protected by a password and access is managed at the global level rather than an individual tab level. See [Manage headcount users](https://docs.phocassoftware.com/budgets-and-forecasts/add-worksheet-tabs/headcount-tab#manage-headcount-users). {% endhint %} On your Budgets & Forecasts homepage, locate the workbook, click its **Menu** button, and click **Manage Access**. Then, in the **Manage access** window, click the **Manage tab access** tab. By default, you can see the users who currently have access to the Main tab of workbook. Use the **Selected tab** dropdown list to switch between the other tabs in the workbook and view and edit their permissions as required. See the [Manage tabs page](https://docs.phocassoftware.com/budgets-and-forecasts/manage-worksheet-tabs#edit-the-tab-permissions) to learn more about tab permissions.

## Manage workflow email notifications The email notification feature sends an email to a user with a list of their [workflow](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/use-workflows) tasks and a link to open the corresponding workbook. Notifications are sent for each worksheet tab in a workbook every 30 minutes. By default, these notifications are turned off but users can [turn them on](https://docs.phocassoftware.com/budgets-and-forecasts/contributor/use-workflows/contribute-to-the-workflow#contributetotheworkflow-manageworkflowemailnotifications) within each workbook. It’s a good idea for you to turn on notifications for users who are not regularly involved in the budgeting process but you want their input on a particular budget item. They might otherwise be unaware they have pending workflow tasks. 1. On your Budgets & Forecasts homepage, click **Manage users** in the top-right corner. 2. Locate the required user using the search box. 3. In the **Email notifications** column, click **On** or **Off**, as required.