Define Job-Access Settings for Prospect/Client Contacts

Depending on your role in WorkBook, you can define which clients a prospect/client contact has job access to. You can also define the level of job access for each contact.

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 job-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. Click the Grant Job Access tab.
4. On the contact card toolbar, click Add a New Row to choose the client that the contact will have job access to.
5. Use the contact card columns to define the job-access settings for the contact.