Add New Users to Briefing, Description, Price, Purchase Order, or Invoice Conversations

Use the Briefing, Description, Price, Purchase Order, or Invoice submodule to add new users to briefing, description, price, purchase order, or invoice conversations.

To use the Briefing, you must have access to Jobs as defined in User Access Rights under Settings.

To use the Description, you must have access to Jobs as defined in User Access Rights under Settings.

To use Price, you must have access to Jobs as defined in User Access Rights under Settings.

To use Purchase Order, you must have access to Jobs as defined in User Access Rights under Settings.

To use Invoice, you must have access to Jobs as defined in User Access Rights under Settings.

To add a new user to a briefing, description, price, purchase order, or invoice conversation:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job of the conversation that you want to add a new user to.
3. Take one of the following actions:
   • On the side toolbar, click Briefing.
   • On the side toolbar, click Description.
   • On the side toolbar, click Price.
   • On the side toolbar, click Purchase Order.
   • On the side toolbar, click Invoice.
4. Click the Briefing Conversation , Task Conversation , or Conversation tab.
5. Click Show the conversation options and select Add user to conversation.
   Alternatively, under the type a comment or drag files here field, click Add users to the conversation .
6. In the Add Users dialog box, select New user as a source and enter or select the applicable parent resource, contact name, contact email, and contact image from the corresponding drop-down lists.
7. Click Create user.
   WorkBook displays the added new user as a new user at the bottom of the dialog box.
8. Click Confirm.