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Client Settings

Each client has a Settings tab where you can manage settings that apply to that client — for example the timesheet settings used when your team records time against them.

Update Client Settings​

To update a client's settings, follow these steps:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "Clients" section and open the client.
  3. Open the "Settings" tab.
  4. Update the settings as needed (for example Timesheet settings).
  5. Save your changes.

For a care client's preferences, key notes and risks — and their service-user PIN — see Set up a Client Care Profile. If you have any questions or need help, please contact Workmax Support.