Add Employees to Companies from the Main Resources Grid

Depending on your role in WorkBook, you can add employees to Companies from the main grid in Resources.

Note: To complete this task, you must have permission to add, delete, and modify resources.

To add an employee to a Company from the main Resources grid:

1. On the main toolbar, click Resources .
2. On the grid toolbar, click the grid options menu , then click Create New Resource > Employee.
3. In the Add New Employee dialog box, select a Company and enter the employee name, email address, title, department, user type, primary activity, and log-in name.
4. Click OK.
   You can update employee information in the employee card.