Assign Existing Timekeepers to a New Client
You can assign timekeepers that have already been created in Collaborati to new clients using the following procedure:
- From anywhere in the Collaborati application, click on the Clients in the top menu bar.
- Click on the client's name.
- Click the third icon from the top on the left navigation menu ("Timekeepers")
- The Client's > Timekeepers screen displays. This list includes all Timekeepers in Collaborati.
- Click "Select Office" to choose the correct Office from the dropdown menu.
- For each Timekeeper you would like to assign to this client, select the associated Assign check-box next to the Timekeeper. The page will automatically save any changes.
The Timekeeper is now associated with the client.
Note: If you are part of the Firm Structure, there is a warning message: Assigning or unassigning a timekeeper for a client affects all offices that the timekeeper is directly associated with.