Enable Prospect/Client Contacts to Access Job Teams

Depending on your role in WorkBook, you can grant prospect/client contacts access to job teams.

Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.

To enable a prospect/client contact to access job teams:

1. Display the contact card. See Display the Contact Card
2. On the side toolbar of the contact card, click Contact Access .
3. Click the Job Team Access tab.
4. On the top toolbar of the contact card, click Add Job Team Access to display the Search Job dialog box where you can choose the job team that the contact will have access to.
   Alternatively, you can enter a job number in the Add Job Team Access field on the top toolbar of the contact card and press Enter on your keyboard.
5. To remove a contact's job team access, clear the check box in the Has Access column for that contact.
   Alternatively, you can select the job team from the grid and click Remove Job Team Access on the top toolbar of the contact card.