Add New Access Type Records

Use Databoards in the Advanced Tools submodule in the Settings module to add new access type records.

To use Databoards in the Advanced Tools submodule, you must have access to Settings as defined in User Access Rights under Settings.

To add a new access type record:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company to which you want to add a new access type record.
3. In the left pane of the Settings page, click Advanced Tools > Databoards.
4. On the grid toolbar, use the drop-down list to select the databoard to which you want to add a new access type record.
5. Click the Access Settings tab and on the tab toolbar, click the Access Types tab.
6. Click and select Add.
7. In the Add Access dialog box, use the drop-down lists to select the appropriate resource type and name for which you want to add an access type record and click OK.
   Alternatively, use the Add by Initials field to enter the initials of the employee for which you want to add a resource access type record and press ENTER.