Operational Budgeting - Add and Invite Reviewers

Reviewers are typically councilors, board members, or committee members. They can access and review only sections of the budget to which they have been given permission. 

Note: Reviewers cannot edit budget numbers - they can only add notes and attachments.

Adding Reviewers 

Assigning Accounts to Reviewers

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. Select the Reviewers tab.
2. Now, assign Reviewers by selecting the checkboxes next to the users’ names. Note: If the user you are looking for is not on the list, an Admin user must first add the user to User Management.
3. To allow reviewers to leave notes, comments, or attachments, enable Comments, Notes, and Attachments. You can also grant access to Fund Balance Details on the Dashboard, allow them to view Hidden/Archived Accounts, and Hide Itemizations in the worksheet. To let reviewers view submitted, approved, or denied Funding Packages, toggle on that option. Allow Lock/Unlock will prevent contributors from locking requests in an open request round. Note that locked accounts cannot be unlocked by Editors until the Request Round has been completed.
4. Select the Add Reviewers button to save permissions.

Inviting Reviewers

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

1. Select the Start Request Round icon and select Submit. This action must be completed before collaborators can be invited to enter budget requests! 

   

2. Select the Reviewers tab.
3. Check the box next to the users you want to invite.

4. Select the Invite icon.

   

5. Add any additional messaging, define your Request Deadlines and Reminder Frequencies, and select the Save button to email reviewers.