Use the Project Settings option under the Jobs List submodule to add new users to project conversations.
To use Jobs List, you must have access to
Jobs as defined in User Access Rights under
Settings.
To add a new user to a project conversation:
-
On the main toolbar, click
Jobs
.
-
In the left pane, click
Jobs List.
-
Highlight the job that is associated with the project conversation that you want to add a new user to.
-
Click
Further Options
and select
View Project Settings.
-
In the Project Settings dialog box, click the Project Conversation tab.
WorkBook displays the project conversation threads in the left pane and the comments on the selected conversation in the right pane.
-
In the left pane, highlight the project whose conversation you want to add a new user to.
-
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

.
-
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.
-
Click
Create User.
WorkBook displays the added user as a new user at the bottom of the dialog box.
-
Click
Confirm.