This article is intended for: Editors of the Capital Budgeting module.
Use this article after: You have created a Capital Budget and need to add additional Editors.
Within the Capital Budget, navigate to the Collaborators tab to add and invite Editors, Contributors, and Reviewers to this Capital Budget.
Editors
Select +Add Editor.
- Enter their first name, and you should see a list of associated users.
- If you need to create a new user account, create one in the User Management section of ClearGov or enter the user’s information on the pop-up screen.
- Once you have added Editors to the list, they will see and have access to the budget when they login to the capital budget.
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Need to Create a Team?
Learn more with this video: Capital Budgeting - All About Teams
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