If you cannot see the Archive Item, it may be that the budget is in an open request round and you are waiting for users to submit their requests. This ensures that the collaborators that have been assigned that account have control over the account or corresponding itemizations while they still have access to budget requests.
There are a few recommendations for editors who need to archive an account or itemization:
- Either archive before/after a request round
If the accounts have already been assigned to a contributor, assign the accounts that need to be archived to yourself or other editors as contributor(s). Make sure to give the contributor version of yourself the archive option. Now you can switch between the editor and contributor roles.
Still struggling to see the Archive Item? Email our Support team (support@cleargov.com) and they will look into it for you.
Have more questions or need assistance?
Submit a Request