Define a Resource Contact's Job Access Settings

Depending on your role in WorkBook, you can define which clients a resource contact has job access to in Resources. You can also define the level of job access for each contact.

Note: You must have permission to add, delete, and modify resources to complete this task.

To define a resource contact's job access settings:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the resource associated with the contact whose job access settings you want to modify by completing any of the following actions:
   • In the Search in Grid field, enter the name of the resource, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use Clients as the filter and then select the client name from the grid.
4. On the grid toolbar, click Resource Information /.
5. On the side toolbar of the resource information card, click Contacts .
6. Click the initials of the contact to display the contact card or click Toggle Resource Card on the top toolbar of the resource information card.
7. On the side toolbar of the contact card, click Contact Access .
8. Click the Grant Job Access tab.
9. On the contact card toolbar, click Add New Row to choose the client that the contact will have job access to.
10. Use the contact card columns to define the job-access settings for the contact.