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Manage Connections

The connections view shows every integration you have connected and its current status, so you can keep them healthy — refreshing, editing or disconnecting them as needed.

Manage Connections​

To manage your connections, follow these steps:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "Integrations" section and open the "Connections" tab.
  3. Review your connections. Each row shows the integration name, description, status (for example Connected, Pending connection, Error or Token expired) and the last connection date.
  4. Use the action for each connection as needed:
    • Connect — complete or re-establish a connection that is not yet connected.
    • Refresh — refresh a connected integration.
    • Edit — change the connection's details.
    • Disconnect — remove a connected integration.

If a connection shows an error or an expired token, use Connect or Refresh to restore it. If you have any questions or need help, please contact Workmax Support.