Operational Budgeting - Contributor Permissions

Contributor Permissions control what your Contributors can or cannot do during a Request Round. Learn more about each permission below. 

• Submit Budget - once the users in the department have entered their budget amount this user can submit the budget requests. Remember to assign at least one contributor in a department to submit budget information. 
  Note: Co-collaborators without the submit button can select the Done button to let other co-collaborators know they have completed working with requests.
• Add New Accounts - lets a contributor add a new account to the budget.
• Add New Itemizations - gives the user the ability to add itemization to an account which provides a more detailed breakdown of an account.
  Note: Itemizations total up to the account level.
• Add Collaborator - permits a user to add and assign accounts, and invite another contributor.
• Archive Accounts - provides the ability to strike through and mark an in-progress account or itemization as an item that no longer needs to be budgeted. This is a great option for one-time itemizations that will no longer be budgeted for in the budget fiscal year.
• Dashboard - removes the Dashboard tab from the module and turns off See Fund Balance Details toggle. 
• See Fund Balance Details - allows the user to be able to view fund balance details on the dashboard tab.
• View Budget After Submit - if this permission is off, contributors see a message on the Dashboard and Worksheet tabs indicating the budget is under construction once their portion is submitted. 
  Note: By default, the permission is toggled on.
• Reports - removes the Reports tab from the module and turns off ERP Reports toggle. 
• ERP Reports - allows Contributors to create ERP Reports by choosing your corresponding ERP software to generate information. 
• Funding Packages - provides access to the Funding Packages tab and the ability to create and submit Funding Packages.
• Comments - allows an internal comment to be left on an account or itemizations for editors or other collaborators. 
• Attachments - puts an internal attachment to be left on an account or itemizations for editors or other co-collaborators. 

• Notes - provides for a note to be left on an account or itemization. Notes can be displayed to external constituents through the Transparency Center or Digital Budget Book.