Use the Material Entry Approval submodule to add users to material entry conversations.
To use the Material Entry Approval submodule, you must have access to
Tasks as defined in the User Access Rights submodule under
Settings.
To add users to a material entry conversation:
-
On the main toolbar, click
Tasks
.
-
In the left pane of the Tasks screen, click
.
-
Highlight the material entry of the conversation that you want to add a user to and on the side toolbar of the right pane, click
Material Conversation.
-
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
.
-
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.
-
Click
Confirm.