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Mitratech Success Center

Edit Timekeeper Information

Step by step guide on how to Edit a Timekeeper.  Article includes helpful screen shots. Includes information about Missing Home Office message.

If you need to edit your timekeeper's information in Collaborati, here are the steps you can follow.

Note: This functionality will also work for existing Timekeepers, not just for newly added Timekeepers.  

Edit Timekeeper Profile

  1. Click on the Timekeepers tab and click on Name of the Timekeeper you want to edit. COLL TK Info.png
  2. You will now be in your Timekeeper Profile page. Any edits that need to be made can be made here. 

COLL - Edit Timekeeper1B.png

*Note: You will not be able to edit the timekeeper's email address. Timekeeper email addresses do not need to be edited as no emails are sent to this email. The email address is only used for identification purposes. If your client is requesting that you change your timekeeper's email address, please contact collaboratisupport@mitratech.com for assistance.

Missing Home Office

(For vendors that are part of the Firm structure)
Office Accounts are created by Collaborati Support.
Office accounts are used to manage firms with multiple locations.

You may see a message on the list of timekeepers "Missing Home Office".  Note the Home Office is required if you will be making any changes to the timekeeper's profile (but if you don't need to make any changes at this time, you can update the field later).

COLL - Edit Timekeeper1A.png

To resolve the message "Missing Home Office" you will need to edit the Timekeeper's Home Office (see below).

Edit a Timekeeper's Home Office

To select the Timekeeper's Home Office, click on Name of the Timekeeper you want to edit, select the "Home Office" on the top right of this page and click "Save".

COLL - Edit Timekeeper2A.png

 

For Firms with Multiple Offices ONLY

Not available at this time