Deactivate a Client From the Client Card

Depending on your role in WorkBook, you can deactivate clients that you no longer need in Resources. You cannot deactivate clients with open jobs.

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

To deactivate a client from the client card:

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 that you want to deactivate 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 > General Settings.
6. At the top of the client card, click Client Menu > Enable/Disable Client.