Link Profiles to a Resource Contact

Depending on your role in WorkBook, you can link multiple profiles to each resource contact in Resources. Profiles provides you with another layer for grouping contacts. To do this, you must first create the profiles in Settings > Clients & Resources > Resource Profiles.

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

To link a profile to a 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 to which you want to link a profile 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. Click the initials of the contact to display the contact card or click Toggle Resource Card on the top toolbar of the resource information card.
7. On the side toolbar of the contact card, click Profile .
8. Link profiles to the contact by taking any of the following actions:
   • To link a profile to the contact, click Add New Profile on the top toolbar of the contact card.
   • To link all profiles in the system to the contact, click Add Missing Lines on the top toolbar of the contact card.
9. Use the columns in the contact card grid to define each of the profiles that you linked to the contact.