For specific types of problems, it may be valuable to allow one of the support team into your WorkflowMax account.
They will have access for 14 days initially, but you can revoke or extend that at any time.
Invite support access
To invite a member of the support team into your account:
- Click the help (
) icon (at top right of the WorkflowMax screen), and select Invite Support. The Invite support into your account screen is displayed. - Click Invite Support. This will allow the support team to access your account.
- Please contact our support team to confirm that you have invited them in.
Revoke support access
To immediately revoke support access to your account:
- Click the help () icon (at top right of the WorkflowMax screen), and select Invite Support. The Invite support into your account screen is displayed.
- Click Revoke access. This will stop the support team from accessing your account.
Extend support access
To extend the time that the support team can access your account::
- Click the help () icon (at top right of the WorkflowMax screen), and select Invite Support. The Invite support into your account screen is displayed.
- Click Extend access. This will extend the support team's access to your account by another 14 days.