Add New Employees to Conversation Groups

Use Conversation Groups in the Advanced Tools submodule in the Settings module to add new employees to selected conversation groups.

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

To add a new employee to a conversation group:

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 that contains the conversation group to which you want to add a new employee.
3. In the left pane of the Settings screen, click Advanced Tools > Conversation Groups.
4. Highlight the conversation group to which you want to add an employee.
5. On the toolbar of the bottom grid, click Add New Employee .
6. In the Add an Employee to the Group dialog box, use the drop-down list to select the employee that you want to add, and click OK.
   Alternatively, use the @ini field to enter the initials of the employee that you want to add to the conversation group and press ENTER.