Add Users to Project Conversations

Use the Project Settings option under the Jobs List submodule to add 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 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 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 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, 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.
  9. Click Confirm.