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Add Team Members to a Client

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

tip

You can add team members to a client to assign them to projects, tasks, or other activities related to the client. Organising team members by clients can help you manage your workforce more efficiently and track their work on specific projects or clients.

  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 team members to.
  4. Select the "Members" tab.
  5. Click on the "Add members" button.
  6. Select the team members you want to add to the client.
  7. Click on the "Save" button.

Workmax will now add the selected team members to the client. The team members will be associated with the client, and you can assign them to projects, tasks, or other activities related to the client. If you have any questions or need help, please contact Workmax Support.