Tip of the Week: Setting permissions for timekeepers and support
Stop watch
2 min read

Tip of the Week: Setting permissions for timekeepers and support

Free on-demand webinar

How to Get Clients to Pay On Time: 15 Tips in 15 Minutes!

Watch Now

Recommended by

ForbesAdvisor - The Best Legal Billing Software Of 2022

Learn How You Can Get More Reviews For Your Law Firm

Download free guide
Share:
2 min read

Our Tip of the Week today concerns an often overlooked part of TimeSolv: how to vary permission levels for both your timekeepers and support staff.

Only administrators can edit permissions for your staff’s timekeepers and support. Under the Account tab, chose Professionals. From there you’ll see a list of all people with accounts, and what type of designation they have, either timekeeper or support. As a reminder, this is also the page where you can add professionals if need be.

Click on the name of the professional who’s permissions you want to edit and then chose the tab Permissions (third tab from the left). The permissions screen will look slightly different depending on if you chose to edit a support person or timekeepers. Let’s first look at support permissions.

 

Support Permissions

If you’d like to make a support person an administrator, just check the box at the top of the screen. After that, you’ll see the main TimeSolv categories listed and you can choose how much or how little you’d like this person to see and do. When you give a person No Access, that tab will not be avaiable to them when logging into TimeSolv.

With support accounts, you can chose to allow them to enter time and expenses for specific timekeepers. When you chose the Specific Timekeepers option, an icon appears that allows you to select the timekeepers. See the screenshot below.

Support Permissions

In the reports area, if you choose Limited Access, then they can only access the Time & Expenses section of the reports and can only produce reports for the people they can enter time for.

 

Timekeeper Permissions

For timekeepers, you’ll notice when you edit their permissions for Time and Expenses, the only options are No Access, For Own Entries or All Timekeepers. You can not select specific other timekeepers if you’d like them to enter time for others.

This is also the area where you can chose if you’d like the timekeeper to have the ability to update billable type in the Time and Expense screens to Billable, Non-Billable or No Charge.

Timekeeper Permissions

Overall, TimeSolv allows you fully customize what each person in your firm can do and see within our system so it works for the processes you’ve established.

If you’d like more help on learning about how to set permissions for both your timekeepers and support staff, call us at 1.800.715.1284, email us at support@timesolv.com or Contact support.

Contact support

Stay up to date with the latest articles, educational resources, and news

Subscribe to our newsletter

You might also like

Tip of the Week Mastering Trust Transfers - Simplifying Financial Management

Tip of the Week: Mastering Trust Transfers – Simplifying Financial Management

Efficiently managing finances is paramount for attorneys, especially when it comes to...
Knowing When It's Time to Start Using CRM

Knowing When It’s Time to Start Using CRM

There’s a certain charm to managing client relationships by hand. Personalized notes,...
Trimming the Fat Resolving Law Firms' Struggles with Unnecessary Features in Legal Billing Software

Trimming the Fat: Resolving Law Firms’ Struggles with Unnecessary Features in Legal Billing Software

Are you tired of navigating through bloated legal billing software packed with features...
Tip of the Week Elevating Your Dashboard Experience

Tip of the Week: Elevating Your Dashboard Experience

At TimeSolv, we are committed to continually enhancing our features to provide you with...
Boosting Billable Time Finding the Perfect Time Tracking and Billing Solution for Private Investigator Firms

Boosting Billable Time: Finding the Perfect Time Tracking and Billing Solution for Private Investigator Firms

Private investigation firms must navigate a complex landscape where their tasks involve...
Efficiency Unveiled Comparing Leading Legal Billing Software for Maximum Ease and Cost-Effectiveness

Efficiency Unveiled: Comparing Leading Legal Billing Software for Maximum Ease and Cost-Effectiveness

Getting paid shouldn’t be the hardest part of your job. But the reality is that for many...
Accelerating Billable Time in 2024 Unlocking Strategies for Law Firms to Maximize Efficiency and Minimize Costs with TimeSolv

Accelerating Billable Time in 2024: Unlocking Strategies for Law Firms to Maximize Efficiency and Minimize Costs with TimeSolv

The end of the year is a great time to take stock of the processes at your firm, assess...
Tip of the Week Empowering Timekeepers with Enhanced Permissions

Tip of the Week: Empowering Timekeepers with Enhanced Permissions

We're excited to introduce a powerful enhancement to TimeSolv that gives your Timekeeper...
Tip of the Week Ability to Unlink TimeSolvPay Transactions

Tip of the Week: Ability to Unlink TimeSolvPay Transactions

In our commitment to making TimeSolv an even more versatile tool for your legal billing...
Tip of the Week Give Your Invoices a Personal Touch with Custom Word Templates

Tip of the Week: Give Your Invoices a Personal Touch with Custom Word Templates

At TimeSolv, we understand the importance of making your client interactions feel...