Next User Type: Admin
As an admin, you can add or remove someone as a budget owner can easily be done through the J.P. Morgan Next web platform. If you are trying to add or remove a budget owner, you need to do one of the following depending on the user's current role within your budget.
Change permissions from a web browser
Edit budget owner
In the Next Navigation Menu, select Budgets
Select the budget
Note: You can also use the Search field to find a budget
In the Budget members section, select the user
Select the Options (three dots) icon
To demote an owner to a budget member, select Demote to member
To remove the owner from the budget, select Remove from budget
To confirm you want to remove the budget owners, select Yes, Remove
To save changes, select Save
Edit budget member
In the Next Navigation Menu, select Budgets
Select the budget
Note: You can also use the Search field to find a budget
In the Budget members section, select the user
To edit a budget member, select the checkbox next to the member.
To promote the member to budget owner, select Promote to owner
To remove the member from the budget, select Remove people
To confirm you want to remove budget members, select Yes, Remove
To save changes, select Save
Edit multiple users
In the Next Navigation Menu, select Budgets
Select the budget
Note: You can also use the Search field to find a budget
Select Manage members & funds
Select the checkboxes next to the users you want to edit
Make any changes:
To demote an owner to a budget member, select Demote to member
To promote the member to budget owner, select Promote to owner
To remove the owner from the budget, select Remove from budget
© 2026 JPMorgan Chase & Co.