Depending on your role in WorkBook, you can merge clients in the main grid in
Resources. You cannot merge a client with active subscriptions with another client.
Note: You must have permission to add, delete, and modify resources to complete this task.
-
On the main toolbar, click
Resources
.
-
Select the client that you want to merge with another client 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.
-
On the grid toolbar, click the grid options menu
, then click
Merge Clients.
-
In the Merge Clients dialog box, select the client that you want to merge with the client you selected in step 2.
-
Click
OK.
If the merging is successful, WorkBook will disable the client you selected in step 2 and retain the client you selected in step 4.