Add New Users to Debtor Conversations

Use the Debtor Conversation tab under the Debtor List submodule to add new users to conversations with selected debtors.

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To add a new user to a debtor conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains debtor conversations to which you want to add new users.
3. In the left pane of the Finance & Administration page, click Debtors > Debtor List.
4. Click the List tab and highlight the debtor that has the conversation to which you want to add a new user.
5. Click the Debtor Conversation tab.
6. Click Show the Conversation Options and select Add User to Conversation.
   Alternatively, below the Type a Comment or Drag Files Here field, click Add Users to the Conversation .
7. 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.
8. Click Create User.
   WorkBook displays the added new user as a new user at the bottom of the dialog box.
9. Click Confirm.