Add Employees to Companies From the Main Resources Grid

Depending on your role in WorkBook, you can add employees to companies from the main grid in Resources.

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

To add an employee to a company from the main Resources grid:

1. On the main toolbar, click Resources .
2. On the grid toolbar, click the grid options menu , then click Create New Resource > Employee.
3. In the Add New Employee dialog box, select a company and enter the employee name, email address, title, department, user type, primary activity, and to add log-in name.
4. Click OK.
   You can update employee information in the employee card.