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
- Click on the Timekeepers tab and click on Name of the Timekeeper you want to edit.
- You will now be in your Timekeeper Profile page. Any changes to the Timekeeper details that needs to be made can be done here.
*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 support for assistance.
Missing Home Office
(NOTE: For offices that are part of the Firm structure)
Office Accounts are created by Collaborati Support and they are used to manage Firms with multiple locations.
You may see a message in the Home Office Column "Missing Home Office", on the Timekeepers page. Note that the Home Office might be required when you will be making any changes to the timekeeper's profile (but if you don't make any changes at the time, you can update the field later).
To resolve the message "Missing Home Office", you will need to edit the Timekeeper's Home Office (see below).
TIP: If you need to edit many or all of the timekeepers and add the "Home Office", use the Export All Timekeepers feature to download a file with a list of all timekeepers, edit the Home Office field, then Upload the file.
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" drop down on the top right of the page, choose an office and click "Save".
For Firms with Multiple Offices ONLY
You can authorize or remove a Timekeeper from an office by navigating to the "Offices" tab on the far left side of the Timekeeper Profile page,and then check or un-check the offices as needed. Even if an office is unchecked and saved, the office will not disappear from the list. A firm administrator can log back in and re-select an office that has been un-checked.
Additionally, if an office is removed from the Offices page, it will not appear in the Home Office drop-down menu found on the main Edit Timekeeper Profile page. An error will occur if no offices are selected and if the firm admin attempts to remove the Home Office and save.