Team Owners and User Admins will have access to the team settings page. Here, you can configure team settings such as:
- input your team name and logo
- manage your team plan (subscription)
- adjust global team settings for tags and activity types
- manage any connections to a practice management system
- remove your team from the subscription
Team Name & Logo
To edit your team name (1) click on the edit icon. You can also upload your team logo (2), which will be displayed on your team reports.
Manage your WiseTime Subscription & Plans
In this section, you can view your subscription and plans (3) and you can update your payment method (4) as well. To learn more about how to manage your subscription, click here for the help guide article.
Global Team Settings
Data retention period (5)
The data retention period is the period of time that we will store your team data for you. The team data refers to all the posted time from the team members and is independent of the team member personal time information in their timeline.
The options available for the data retention period are based on the type of plan you are on and are visible in the plan table above. By default, the 'maximum eligible' is always selected, so that if you upgrade your team the data retention period automatically updates to the longest length available.
You can alter this period at any time, however, note that when the period is decreased, the time entries and reports that are older than your specified data retention period will be removed irretrievably.
Require tags to submit time (6)
Here you can choose if your team members are able to post time to the team without any team tags selected. When you create a connection, this will default to 'yes'. With this set to 'yes', it means that an error message will appear if team members try to post a time entry without at least one tag applied to it.
If you are connected to your billing system, the tag lets WiseTime know where to place your posted time information. This means without a tag, time information will not enter the connected system. This setting is a great way to ensure that all entries are assigned a location within the connected system.
You can further manage all of your tags from the Manage Tags (10) page.
Require activity type to submit time (7)
The activity type is used for connected systems. Some systems require an activity type to process the entry correctly or to correspond to billing settings. Here you can set the global team setting to 'yes' to ensure that team members do not post time without a relevant activity type. If you enable this setting, you can also set up a default activity code from the Manage Activity Types (11) page.
Direct post from your Timeline (8)
This allows users to post directly from their Timeline to their connected system. This is off by default as we recommend posting time from the Timesheet section to allow you to review your time fully.
Rounding Preference (9)
The rounding preference is for your timesheet entries and allows you to round your time. There are three different preferences that you can choose from. The option that is selected here will apply to all of your team members.
In the Connections section of the page you can add a new connection (12) and define your connection's settings, including deleting the connection (13). If you are removing a connection, we can also help you to clean up your synced tags using the 'Delete all connector-created tags' (14) button.
By your WiseTime Plan, you can also cancel your subscription (15). Clicking on the DELETE TEAM button will remove all team data from WiseTime. This action cannot be undone, however deleting a team does not automatically remove all the individual team member accounts. Team members will still be able to login, allowing them to create a new team and continue to use WiseTime.
For more information on deleting your subscription see Deleting accounts, teams and subscriptions.