WorkBook

Add New Users to Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to add new users to job conversations.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To add a new user to a job conversation:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company to which you want to add new users to a job conversation.
  3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
  4. Highlight the job of the conversation that you want to add a new user to and on the grid toolbar, click Job settings .
  5. Click the Chat tab and on the toolbar of the left pane, use the drop-down list to select the applicable category of the conversation that you want to add a new user to.
  6. Highlight the conversation that you want to add a new user to.
  7. In the right pane, 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 .
  8. 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.
  9. Click Create user.
    WorkBook displays the added new user as a New user at the bottom of the dialog box.
  10. Click Confirm.