Trade Show Management Software

How to Convert a Resource (Non-User) to 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:

Step 1 – Invite the person to join your ExhibitDay Workspace

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.

Step 2 – Merge the Resource with the User

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.

ExhibitDay

Recent Posts

Restricting How Your Users Log Into ExhibitDay

By default, ExhibitDay offers three authentication methods for logging in: Login using an ExhibitDay account…

10 months ago

ExhibitDay Awarded Badge of 2024 Best Ease-of-Use Productivity Software

We are honored to have been awarded the badge of 2024's Best Ease of Use…

11 months ago

Converting Costs from Foreign Currencies

As you enter costs for your events in ExhibitDay, you may encounter situations where the…

12 months ago

Shipment Components – Specifying Weight and Dimensions

Shipment Components are the individual packages or pieces that collectively make up your shipment, such…

1 year ago

Tracking Objectives and Measuring Return on Objective (ROO) for Your Events

Event objectives are predefined goals your organization aims to achieve by participating in events. Some…

1 year ago

Custom Asset Fields

Under the ExhibitDay Enterprise plan, you can customize the properties of Capital Assets (like your…

1 year ago