Merge Resource with a User
In ExhibitDay, a Resource (non-user) is someone you can tag in events, but they do not have an ExhibitDay account or access to your workspace.
You cannot directly change a Resource into a User. However, there may be cases where you’ve added someone as a Resource and later decide they should be an actual User.
Follow these two steps to convert a Resource to a User:
Go to Workspace Settings > Users & Permissions and click the “Add” button. Select “Invite a User” and enter the email address of the person you’re inviting to join your workspace. Once the recipient accepts the invitation and creates an ExhibitDay account, they automatically join your workspace as a User.
You’ll now have two records in your workspace representing the same person — one as a User and one as a Resource.
Go to Workspace Settings > Users & Permissions and edit the Resource. At the bottom of the page, click “Merge This Resource With a User.” When the merge dialog appears, select the newly added user and follow the instructions to complete the merge. The Resource will be deleted, and the new User will be tagged in the events the Resource was previously tagged in — preserving historical data and maintaining continuity in your workspace.
By default, ExhibitDay offers three authentication methods for logging in: Login using an ExhibitDay account…
We are honored to have been awarded the badge of 2024's Best Ease of Use…
As you enter costs for your events in ExhibitDay, you may encounter situations where the…
Shipment Components are the individual packages or pieces that collectively make up your shipment, such…
Event objectives are predefined goals your organization aims to achieve by participating in events. Some…
Under the ExhibitDay Enterprise plan, you can customize the properties of Capital Assets (like your…