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

Use the Briefing, Description, Price, Purchase Order, or Invoice submodule to add 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 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 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, you can either select a resource from the Users drop-down list or enter the user's email address in the Email field.
   WorkBook displays the added user as a new user at the bottom of the dialog box.
7. Click Confirm.