Add New Users to Project Conversations

Use the Project Settings option under the Jobs List submodule to add new users to project conversations.

To use the Jobs List submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To add a new user to a project conversation:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List.
3. Highlight the job associated with the project conversation that you want to add a new user to.
4. Click Further Options and select View Project Settings.
5. In the Project Settings dialog box, click the Project Conversation tab.
   Workbook displays the project conversation threads in the left pane and the comments of the selected conversation in the right pane.
6. In the left pane, highlight the project whose conversation you want to add a new user to.
7. 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 .
8. 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.
9. Click Create user.
   WorkBook displays the added new user as a new user at the bottom of the dialog box.
10. Click Confirm.