Anonymize Inactive Clients

Depending on your role in WorkBook you can anonymize inactive clients. Anonymizing a client is an irreversible process and deletes information associated with the client, such as resource and resource profile information, contacts, custom codes, interests, skills, tags, change logs, job settings, price quotes, purchase orders, invoice settings, and client products. This is useful if the client is located in a region or country covered by the EU's General Data Protection Regulation (GPDR), which requires companies to delete personal 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.

Note: To anonymize a client, you must first deactivate its contacts and manually unlink it from its debtors.

To anonymize a deactivated client's resources:

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 whose resources you want to anonymize 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 > Anonymize Client.