Modify Subscriber Settings of Job Conversations

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to modify subscriber settings of job conversations.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To modify the subscriber settings of a job conversation:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the job conversation that you want to the modify subscriber settings of.
  3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
  4. Highlight the job of the conversation whose subscriber settings you want to modify and on the grid toolbar, click Job settings .
  5. Click the Chat tab and on the toolbar of the left pane, use the drop-down list to select the applicable category of the conversation whose subscriber settings you want to modify.
  6. Highlight the conversation whose subscriber settings you want to modify.
  7. In the right pane, click Show the conversation options and select Subscriber settings.
  8. In the Subscriber settings dialog box, you can unsubscribe users, determine if the conversation will be shown in a user's inbox, and send a user a link to the conversation. You can also make the conversation private, restrict invite permission, lock the conversation, and pin the conversation.
  9. After making the necessary modifications, click OK.