3 min guideUpdated August 2026App review required

Review WorkflowMax users and job statuses

Assign imported WorkflowMax user access and review imported job statuses after a completed import.

Best forOwner / Admin
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. In WorkflowMax Import, open WorkflowMax users for the latest run and select Discover Users if no mappings are shown.
  2. For every active source user, choose Full, Lite or Historical Only; resolve validation conflicts and review Seat allocation.
  3. When no Decision required items remain and allocation is within its limits, select Create Memberships.
  4. Open Settings, then Job Statuses, and review imported status names, status types, active state, Schedule visibility and My Jobs visibility.
  5. Apply only approved changes. Retiring an imported WorkflowMax status preserves its historical job label.

Good practice

Do not collapse distinct operational statuses without agreed workflow ownership.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.