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Add a Contact to a Client

To add contacts to a client in Workmax, follow these steps:

tip

You can add contacts to a client. Contacts are capable of approving time entries, expenses, and other activities related to the client. You can add multiple contacts to a client to ensure that the right people are involved in the approval process.

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "Clients" section.
  3. Select the client you want to add contacts to.
  4. Select the "Contacts" tab.
  5. Click on the "New Contact" button.
  6. Enter the contact details:
    • First Name
    • Last Name
    • Email
    • Phone Number (Optional)
    • Notes (Optional)
  7. Click on the "Save" button.

Workmax will now add the contact to the client. The contact will be associated with the client and can approve time entries, expenses, and other activities related to the client. If you have any questions or need help, please contact Workmax Support.

Workmax will email the contact with instructions on how to access the client information and approve time entries, expenses, and other activities related to the client. The contact will need to sign in to their Workmax account to access the client information and approve activities. If the contact does not have a Workmax account, they will need to create one to access the client information and approve activities.