Define Job-Access Settings for Prospect/Client Contacts

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

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 define the job-access settings for a prospect/client contact:

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 Grant Job Access tab.
4. On the contact card toolbar, click Add New Row to choose the client that the contact will have job access to.
5. Use the contact card columns to define the job-access settings for the contact.