Anonymize Deactivated Resource Contacts

Depending on your role in WorkBook, you can make a contact anonymous after deactivating it in Resources. This is useful if the contact works in a region or country covered by the EU's General Data Protection Regulation (GPDR), which requires companies to delete personal employee data under the "right to erasure" or "right to be forgotten" provision.

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

To anonymize a deactivated resource contact:

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 resource associated with the contact that you want to anonymize by completing any of the following actions:
   • In the Search in Grid field, enter the name of the resource, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select the resource type as your filter, and select the resource from the grid. For example, you can use Clients as the filter and then select the client name from the grid.
4. On the grid toolbar, click Resource Information /.
5. On the side toolbar of the resource information card, click Contacts .
6. On the top toolbar of the resource information card, select Show Inactive to display inactive contacts.
7. Select the contact that you want to anonymize and click Anonymize on the top toolbar of the resource information card.