User Management allows for the initial setup of adding all users to ClearGov. General role types, such as Administrator, are given out during this setup. User Management role types allow users access to various modules and create, utilize, or view budgets, documents, plans, or tools.
To learn more about User Management, view the Training & Support articles in Tools - User Management.
Once a user is created in User Management, the administrator (initial editor of budget, document, or plan) must then assign users to a module role type in the Collaborator tab/icon of a budget, document, or plan.
Additional Resources
- Permissions for Budget solutions:
- Permissions for Reporting solutions (Digital Budget Book, CIP documents, and Digital Financial Reports): Report - Collaborator Permissions
- Permissions for Plan & Track solutions:
- Curious about user change management? View Change Management for Turnover.
Note: Tools such as Fund Balances and Charts are assigned by the user type in User Management.
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