Skip to main content
Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

How to reauthorize timekeepers for a reassigned firm

How to reauthorize timekeepers for a reassigned firm?

When a firm is dismissed from a matter in Acuity, they are no longer able to access the matter profile or submit invoices. The firm’s timekeepers are moved from the “Authorized” list to “Unauthorized” for that matter.  

When a firm is reassigned, their timekeepers do not automatically get reauthorized for billing on the matter level. However, the Matter Manager or a Super Admin user can reauthorize them.

To reauthorize timekeepers for billing, navigate to the Matter Profile. Select “Matter Settings” (or “Claims Settings”), then “Firm Settings” on the matter tabs.

clipboard_ea39fe1126b68f0f7d024b63322f3869a.png

If more than one firm is assigned to the matter, make sure the correct firm is selected in the firm drop down menu.

clipboard_ead2608fe152226c771a86fd1ebb88d04.png

For the reassigned firm, the “Default All TKs Authorized” field will read “No”. To reauthorize all timekeeper for the firm, select “Edit” and change the “No” to “Yes”.

clipboard_e625d277081fe2a4040984a847b27526d.png

If only certain timekeepers should be authorized for billing, scroll down to the Unauthorized Timekeeper list and click the plus sign icon beside the names of the timekeepers you would like to authorize. This will move that timekeeper up to the Authorized list and allow the firm to submit time entries for them.

clipboard_ed58e743fe685b900ea829aed72865140.png

  • Was this article helpful?