Add Users to Debtor Conversations

Use the Debtor Conversation tab under the Debtor List submodule to add a user 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 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 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 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, you can either select a resource from the Users drop-down list or enter a user's email address in the Email field.
   WorkBook displays the added user as a new user at the bottom of the dialog box.
8. Click Confirm.