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 edits that need to be made can be made 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 firstname.lastname@example.org for assistance.
Missing Home Office
(For offices 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 might be 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).
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".
For Firms with Multiple Offices ONLY
Authorize or remove a Timekeeper from an office by navigating to the Offices tab on the far left side of the Timekeeper profile page, then checking or un-checking 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.