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Capital Budgeting - Create a Team

This article is intended for: Editors of the Capital Budgeting module.

Use this article after: Creating or editing Request Forms.

Teams are groups of contributors to the capital budget who share access to the same capital requests. Teams are formed based on the Request Type (Forms) and Departments. 

CB - SS - Create A Team - From Contributors screen.png

Click on the image to zoom.

  1. Navigate to the Collaborators tab.
  2. Navigate the Contributor sub-tab 
  3. Select Teams
  4. Select + Add a Team icon.

Inside of the Create New Team form fill out the Team information and add the contributors. 

CB - SS - Create a New Team modal .png

Click on the image to zoom.

  1. Provide a Name for the Team, such as Department names. 
  2. Enter a Description for the Team. 
  3. Select Request Types. 
    • Request Types are the Capital Request Forms that the editors created for contributors to be able to make requests. The request types will allow you to narrow down which forms will be available for a team to utilize when making capital requests.
  4. Select the Departments. 
    • Departments will limit what departments are available for use in a form.
  5. Select the Checkbox next to the Contributors to add to a Team. 
    • If you do not want to select Contributors when creating a team, you can still add them and invite them afterwards.  For more information on how to invite Contributors, please see this article. 
  6. Select Add Team to finish the configuration of the Team. 

Pro Tip: A team is required to add a new Contributor to Capital Budgeting so create their teams before adding any new Contributors or add the contributor to the module while creating the team. 

View a Step-by-Step Walkthrough Below

Click on the zoom out icon to see the full screen.

Need to Edit Collaborator Permissions? 

Learn more with these articles on: Collaborator Permissions



Have more questions or need assistance? Submit a Request

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