Skip to main content
Mitratech Success Center

Collaborati_new.png

 

Error: I can't add my timekeeper to the client/client not showing when adding timekeeper

 

Client has not been Setup

One common reason a timekeeper cannot be added to a client is that the setup for the client was not completed. The initial setup must be completed first before timekeepers can be added with the Add Timekeepers link.  Please refer to our How to Complete Setup article for instructions on how to complete the setup. 

COLL-AddTKClientNotShowing.JPG

Client has been Setup with Multi-Office Firm

Another reason a timekeeper cannot be added to a client is that the timekeeper is not assigned to the office(s) to which the client is assigned.  Check the Timekeeper's Office(s) by following these steps:

  • Clicking on the Timekeeper's name
  • Click the second icon from the top on the left navigation menu (“Offices”).

Compare this with the Offices to which the client is assigned.  (This can be checked by clicking on the Client's name and reviewing the "Associated Offices" list under the "Client Profile" information.)

EB - CantAddTk1.png

Example

For example, here Timekeeper "GAJ" and "WRW" are part of a firm with two offices.

EB - CantAddTk2.png

If I check the Timekeeper profile for "GAJ", I can see there are 4 clients and "GAJ" is assigned to two clients, "Awesome Test Client" and "Orange Client". 
But if I check the Timekeeper profile for "WRW", I can see there are 3 only clients and "Orange Client" is missing.

EB - CantAddTk3.png

EB - CantAddTk4.png

In this case, "GAJ" is assigned to two offices and "WRW" is assigned to one office. 

EB - CantAddTk5.png EB - CantAddTk6.png

For comparison, "Orange Client" has only one Office listed on the Client Profile page.

EB - CantAddTk9.png

The solution here is to assign "WRW" to another office and click "Save" and then assign "WRW" to "Orange Client".

EB - CantAddTk7.png

EB - CantAddTk8.png