1.Click the Vendor link from the left pane.

2.Click a vendor's Company Name link.

3.From the Vendor record, click the Timekeepers link from the left pane.

The Timekeepers page opens.

4.Click New Timekeeper Authorization from the New drop-down.

Note: Based on the current status of the CSM-Collaborati synchronization, a warning message may appear to remind you that you must wait until synchronization is stopped before you can use the New Timekeeper Authorization Wizard. Click the Stop synchronization now link on the warning message to stop synchronization. While synchronization is stopping, all fields are unavailable to edit. When synchronization is stopped, all fields become available and you can continue.

The Timekeeper Authorization Wizard opens.

Under the Contact column, you will see suggested contact cards for each timekeeper. If more than one match is found, the message, Other matches exist, displays to the far right

To ensure that you map the appropriate Timekeeper contact to the new Collaborati Timekeeper, it is highly recommended that you carefully review the suggested contact before proceeding. The accuracy of the suggested Timekeeper contact is the highest if you store both the vendor company name and a unique Timekeeper ID in your TeamConnect Timekeeper contact records. For more information about setting the Timekeeper ID field mapping, see Defining Global Billing Code, Vendor, and Timekeeper Settings.

5.From the Wizard - Step 1 of 3 page, you can do the following:

oTo authorize pending Timekeepers, select the check box under the Authorize column

oTo reject pending Timekeepers, select the check box under the Reject column

6.(Optional) You can also do the following (from the Wizard - Step 1 of 3 page)

oIf your vendors have many timekeepers and you want to authorize them according to some criteria (for example all paralegals), click Show Search to expand the search fields on the screen. Using the search fields, enter information about the timekeeper you want to authorize and click View. The application filters results based on your criteria.

oIf you did not locate a matching contact record for a Timekeeper under the Contact column, you can create a new contact record by starting the search module, then clicking New from within that page.

oIf you would like to edit a suggested timekeeper Contact, use the Search Module to find another Contact:

i.Click the search button.

ii.Enter search criteria to find the correct timekeeper contact. You can search by Name and Timekeeper ID.

iii.Once you locate the correct contact record, click OK.

7.If you want to authorize or review the list of previously unauthorized Timekeepers, select the View previously unauthorized Timekeepers on the next step check box. Otherwise, skip to step 11.

8.Click Next.

9.If you are on the Wizard - Step 2 of 3 page, the page displays Timekeepers that were automatically rejected or manually rejected.

To authorize Timekeepers, select the check box under the Authorize column, and select a contact card for mapping (or verify it if one is auto-suggested).

The contents of this page originate from Collaborati so if you just rejected a Timekeeper from the previous wizard page, the Timekeeper will not display on this page yet. This page will display Timekeepers which were previously unauthorized, either individually or through unauthorizing a specific category, e.g. Secretary or Clerk.

10.Click Next.

11.If you are on the Wizard - Step 3 of 3 page, the page displays a summary of Timekeepers you have authorized and rejected.

If you want to make changes, click Back to the appropriate page to make edits.

To confirm and save changes, click Finish.