Add Users to Briefing, Description, Price, Purchase Order, or Invoice Conversations

Use the Briefing, Description, Price, Purchase Order, or Invoice submodule to add users to briefing, description, price, purchase order, or invoice conversations.

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

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

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

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

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

To add a user to a briefing, description, price, purchase order, or invoice conversation:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job of the conversation that you want to add a user to.
3. Take one of the following actions:
   • On the side toolbar, click Briefing.
   • On the side toolbar, click Description.
   • On the side toolbar, click Price.
   • On the side toolbar, click Purchase Order.
   • On the side toolbar, click Invoice.
4. Click the Briefing Conversation , Task Conversation , or Conversation tab.
5. 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 .
6. In the Add Users dialog box, you can either select a resource from the Users drop-down list or enter the user's email address in the Email field.
   WorkBook displays the added user as a new user at the bottom of the dialog box.
7. Click Confirm.