This article is intended for: Editors of Operational Budgeting
Use this article after: you've created a new Operational Budget and want to add additional editors to collaborate with.
Adding additional Editors to your Operational Budget can help you make light work of preparing for and making decisions on a Request Round.
Note: Editors will have access to all of the Operational Budget. For more information on an Editor's permissions, please utilize this resource: Permissions in ClearGov Modules.
Select the image to zoom.
- Select the Collaborators tab.
- Make sure the Editors tab is selected. This should happen by default.
- Select the Add Editor button.
- Select any Users you wish to add as Editors.
Note: You must first add a User to the User Management tool in order to select them as an Editor in the Operational Budget. Resources: User Management - Select Add Editors.
Note: Please inform your Editors that they have been added to the Operational Budget. When they log-in to ClearGov and navigate to Operational Budgeting, this budget will now be available for them.
Ready to Prepare for the Request Round?
Learn more with these Resources: Prepare for a Request Round
Have more questions or need assistance?
Submit a Request