Add a User to a Conversation using Initials

Use the WorkBook Inbox to add a user to a conversation.

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

To add a user to a conversation:

  1. On the main toolbar, click Inbox .
  2. On the Inbox sidebar, select the item that contains the conversation that you want to add a user to.
  3. In the comment field, type @ followed by the first two letters of the first or last name of the user that you want to add, and select the user from the list.
    Alternatively, if you know the initials of the user, you can enter those.
    The user is added to the conversation.