Add New Users to Material Entry Conversations

Use the Material Entry Approval submodule to add new 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 unsubscribe from a material entry conversation:

  1. On the main toolbar, click Tasks .
  2. In the left pane of the Tasks screen, click Approval > Material Entry Approval.
  3. Highlight the material entry of the conversation that you want to add a new user to and on the side toolbar of the right pane, click Material Conversation.
  4. In the right pane, 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 .
  5. In the Add Users dialog box, select New user as a source and enter or select the applicable parent resource, contact name, contact email, and contact image from the corresponding drop-down lists.
  6. Click Create user.
    WorkBook displays the added new user as a new user at the bottom of the dialog box.
  7. Click Confirm.