Operational Budgeting - Add and Invite Contributors

Contributors are typically department leaders or individuals responsible for a portion of the budget. They can access and edit only specific Accounts of the budget to which they have been given permission. 

Note: Contributors can co-contribute to the same accounts and itemizations. 

Assigning Accounts to Contributors

1. In your budget, select the Collaborators tab and the Account Assignment tab.
2. Filter the Chart of Accounts table. Try creating Row Groups, grouping columns together, by dragging and dropping column headers to the top left corner of the table.
3. Select the accounts that you want to assign to a user(s).
4. Select the Assign Accounts icon.
5. Optionally, select the Export icon to export the entire Chart of Accounts table to Excel.

6. After selecting the Account Assignments icon, assign Contributors by selecting the user(s). 
   1. Note: If the user you are looking for is not on the list, an Admin user must first add the user to User Management.
7. Edit the permissions of each user as needed. For more information on Contributor Permissions, please see this article. 

Inviting Contributors by Email

Select the Assigned Collaborators under the Collaborators tab in your fiscal year operational budget. 

1. Select the Start Request Round icon.
2. Then, select the Start Request Round button in the dialogue box. This action must be completed before contributors can be invited to enter budget requests!
3. Now you are ready to invite your contributors. Select the users you want to invite.
4. Select the Invite icon.
5. Add any additional messaging, set Request Deadlines, and Reminder Frequencies.
6. Select the Save button to email contributors. 

Note: Following the above steps, you can resend an invitation email to any contributor in an open request round! You can even send a mix of new invitations and re-sent invitations!