Create Job Permissions

Depending on your role in WorkBook, you can specify which roles in a company are allowed to create jobs for clients in Resources. To individually identify the clients that the roles will have job access to, go to Settings > Company Settings > Job Creation.

Note: You must have permission to add, delete, and modify resources to complete this task.

To create job permissions:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the client whose job permissions you want to define by completing any of the following actions:
   • In the Search in Grid field, enter the name of the client, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Clients as your filter, and select the client from the grid.
4. On the grid toolbar, click Resource Information / to display the client card.
5. On the side toolbar of the client card, click Client Settings > Create Job Permissions .
6. In the client card grid, specify the roles per company that will have the capability to create jobs for clients. You can also specify related information such as the job numbers, new job prefix, new job suffix, and method.
   Some of the columns in the client card grid are also available in Settings > Company Settings > Job Creation.