Anonymize Inactive Suppliers

Depending on your role in WorkBook you can anonymize inactive suppliers. Anonymizing a supplier is an irreversible process and deletes information associated with the supplier, such as resource and resource profile information, contacts, custom codes, interests, skills, and tags. This is useful if the supplier 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 supplier, you must first deactivate its contacts and manually unlink it from its creditors.

To anonymize a deactivated supplier'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 supplier whose resources you want to deactivate by completing any of the following actions:
    • In the Search in Grid field, enter the name of the supplier, then select it from the grid.
    • Click the Filter field next to the Search in Grid field, select Suppliers as your filter, and select the supplier from the grid.
  4. On the grid toolbar, click Resource Information / to display the supplier card.
  5. On the side toolbar of the supplier card, click Supplier Settings > General Settings.
  6. At the top of the supplier card, click Supplier Menu > Anonymize Supplier.