Remove Contact from a Client

To remove a contact from a client in Workmax, follow these steps:

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. Select the contact you want to remove from the client.
6. Click the "⋮" icon.
7. Select the "Remove" option.
8. Confirm that you want to remove the contact from the client by clicking on the "Confirm" button.

caution

Removing a contact from client will revoke their access to the client's data and projects. Make sure you want to remove the contact before proceeding.

Workmax will now remove the selected contact from the client. If you have any questions or need help, please contact Workmax Support.