Modify Subscriber Settings of Debtor Conversations

Use the Debtor Conversation tab under the Debtor List submodule to modify the subscriber settings of 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 modify the subscriber settings of 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 the debtor conversation whose subscriber settings you want to modify.
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 for which you want to modify the subscriber settings.
5. Click the Debtor Conversation tab.
6. Click Show the Conversation Options and select Subscriber Settings.
7. In the Subscriber Settings dialog box, you can unsubscribe users, indicate whether the conversation is shown in a user's inbox, and send a link to the conversation to a user. You can also make the conversation private, restrict invite permission, lock the conversation, and pin the conversation.
8. After making the necessary modifications, click OK.