Operational Budgeting - Manage Co-Collaborators

Adding or Editing Additional Accounts for users

Managing an individual user’s account assignments 

1. From the Contributor tab, select the Action button next to the individual.
2. Next, select the Manage Account Assignments icon.

3. By default, only the accounts assigned to the user will be displayed. Toggle off this default option to see all available items.
4. Filter for and select the accounts you would like to assign
5. Select Save Assignments.
   • Pro Tip: Assigned Accounts on the Contributor table will display how many accounts each user has been assigned. Select the number to edit account assignments.

Editing Contributor Permissions

To edit toggled permissions please reach out to the editor of the budget. 

Deleting a Contributor from the budget

Under the Collaborators tab select Assigned Collaborators. Choose the Contributor button. Then, to the right of the user you added/invited that you want to delete, select the Action button. Then select Delete.