Operational Budgeting - Add and Invite Co-Collaborators

As a Contributor, you may have permission to add additional contributors (co-contributors) to assist with reviewing and editing accounts. 

1. In your budget select the Collaborators tab and the Account Assignment tab.
2. Filter the Chart of Accounts table.
3. Select the accounts that you want to assign to a user(s).
4. Select the Assign Accounts icon.

1. Now assign Contributors by selecting the user(s).
2. Toggle on any permissions you would like to give the user(s).
   • Submit Budget - Once the users in the department have entered their budget amount this user can submit the budget requests. Remember to assign at least one contributor in a department to submit budget information.
     • Note: Co-collaborates without the submit button can select the Done button to let other co-collaborators know they have completed working with requests.
   • Add New Accounts - lets a contributor add a new account to the budget.
   • Add New Itemizations - gives the user the ability to add itemization to an account which provides a more detailed breakdown of an account.
     • Note: Itemizations total up to the account level.
   • Add Collaborator - permits a user to add and assign accounts, and invite another contributor.
   • See Fund Balance Details - allows the user to be able to view fund balance details on the dashboard tab.
   • Archive Accounts - provides the ability to strikethrough and mark an in-progress account or itemization as an item that no longer needs to be budgeted. This is a great option for one-time itemizations that will no longer be budgeted for in the budget fiscal year.
   • Comments- allows an internal comment to be left on an account or itemizations for editors or other co-collaborators. 
   • Attachments - puts an internal attachment to be left on an account or itemizations for editors or other co-collaborators. 
   • Notes - provides for a note to be left on an account or itemizations. Notes can be displayed to external constituents through the Transparency Center or Digital Budget Book.
3. Select Add Contributors to save permissions.

Once you add contributors (co-collaborators), the permissions you choose are saved. To edit permissions, you will need to communicate with the budget editors. 

Inviting Co-Collaborators  

1. Select the Assigned Collaborators under the Collaborators tab in your fiscal year operational budget.
2. Select the Contributors button.
3. Select the checkbox users you want to invite.
4. Select the Invite icon. Add any additional messaging, set Request Deadlines, and Reminder Frequencies.
5. Select the Save button to email contributors.