Operational Budgeting - Manage Existing Contributors Access

Managing an individual user’s account assignments

• From the Reviewer tab, select the Action button next to the individual. Next, select the Manage Account Assignments icon.
• By default, only the accounts assigned to the user will be displayed. Toggle off this default option to see all available accounts. Filter for and select the accounts you would like to assign and select Save Assignments. Pro Tip: Assigned Account on the Contributor or Reviewer tables will display how many accounts each user has been assigned. Select the number to edit accounts.

Bulk Editing Account Assignments 

• Select Account Assignments under the Collaborators tab. If you want to add accounts, follow the same steps as when you added the user(s). Note: Removing accounts is done at the individual user level under the Assigned Collaborators.

Editing Contributor Permissions

Permission can be given or taken away per individual user by toggling on/off in the contributor table. To bulk edit permissions, select users and select the Edit Permissions icon. Toggle on/off contributor permissions and select Save Permissions. 

Deleting a Contributor from the budget

Under the Collaborators tab, select Assigned Collaborators. Choose the Contributor buttons. Then, to the right of the user you want to delete, select the Action button. Then select Delete. Note that all Accounts must be removed from their Assignments before deleting.