Unlink a Profile From a Resource

Depending on your role in WorkBook, you can unlink profiles from resources in Resources. Alternatively, you can unlink profiles from prospects and clients in CRM.

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

To unlink a profile from a resource:

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 from which you want to unlink 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 / to display the resource information card.
5. On the side toolbar of the resource information card, click Profile .
6. Select the profile that you want to unlink from the resource and click Remove Selected Profile on the top toolbar of the resource information card.