Define Access Settings for Prospect/Client Contacts

Depending on your role in WorkBook, you can modify the access settings for prospect/client contacts. These include the login name, access role, password, and the ability to create new tags, open and close task and tickets, and add job team members and contacts to clients.

Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.

To define the access settings for a prospect/client contact:

1. Display the contact card. See Display the Contact Card
2. On the side toolbar of the contact card, click Contact Access .
3. Use the Contact Access Settings tab to define the access settings for the selected contact.