Question

Photo of Matthew Widjaja

0

How to you modify a person's Record Type

2

Hey all!

I noticed Rock lets you specify a record as a "Person", "Business", "RestUser", or "NamelessRecord" type. How would I manually go in and modify an entry's "Record Type" between these settings?

Thanks!

  • Photo of Michael Allen

    1

    You can convert a person to a business or a business to a person by going to the Finance > Businesses page and using the "Convert Person/Business" button link at the top of the page.

    You can convert a nameless person to a person by going to the Admin Tools > Communications > Nameless People page and selecting the nameless person you'd like to convert.

    You can create rest users by going to the Admin Tools > Security > Rest Keys page and using the (+) button on the grid.

  • Photo of Matthew Widjaja

    0

    Thanks Michael!