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Capital Budgeting - Add and Invite Contributors

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

Use this article after: you have prepared for Capital Request submissions by editing Request Forms and the Scorecard.

Note: You can select any image below to zoom in.

Navigate to the Collaborators tab within your Capital Budget and select Contributors. 

There are two steps to adding Contributors to submit Capital Requests. Select either step to navigate directly to it. 

  1. Add Contributors
  2. Invite Contributors

Add Contributors

Within the Capital Budget, navigate to the Collaborators tab and select Contributors.

CB - Invite Contributors.png
  1. Select +Add Contributor 
  2. Search for and select the Name of the user you want to add
    • Note: If you need to create a new user account, create one in the User Management section of ClearGov. 
  3. Select a Team or create a new Team. A team is required to add a new Contributor to the budget. Teams are discussed in a separate article:  Capital Budgeting - Teams 
  4. Select Add Contributor

Inviting Contributors

CB - Invite Contributors - selection screen.png
  1. After they have been created, when you are ready to invite them, multi-select the individuals to invite. 

  2. Select Invite Contributors 

    CB - Invitation message - Contributors.png
  3. Customize and send the invitation e-mail message.

Pro Tip: You can re-invite a Contributor by selecting the Invite Contributor icon again. This will allow you to send out another invitation email. 

Need to Review a Contributor's Permissions?

Learn more with this article: Capital Budgeting - Contributor Permissions



Have more questions or need assistance? Submit a Request