Team Owners and User Admins will have access to the team settings page. Here, you can configure
Basic team settings:
- input your team name and logo
- manage your team plan (subscription)
- adjust global team settings
Advanced team settings:
- configure your team activity types
- manage any connections to a practice management system
- remove your team from the subscription.
Basic Team Settings
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 Plan
In this section, you can view the number of active members (3) in your plan, as well as view your current plan type, update payment details and select your plan type (4) from the options available to you.
Note that you may not be eligible to downgrade your plan without first removing any connectors you have configured, or if you have more active users than allowed in the downgraded plan type.
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.
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.
Include details from time entries by default (8)
This determines whether or not the detailed time entries (eg. the windows title information) is sent through to your connected system. Depending on how your system connection is configured, this detail might be added to the main description in the invoice or an appendix or notes section. The checkbox for this setting will always be editable for each group you post, however, this setting allows you to choose your default state.
Any changes that you make to the team settings must be Saved (9).
Advanced Team Settings
Activity Types
In this section you can define the activity types, sometimes known as charge codes, from your connected system. They are often associated with billing or activity codes. Here you can add activity types (1) or remove activity types (2) at any time. To ensure they are posting correctly to your connected system, you must specify the matching code in your connected system. For Clio, for example, this is the category ID.
You can edit their names at any time by clicking on the name field. To rearrange the order (3) they appear in the WiseTime console, simply drag them from the left-hand side.
You can also set a default activity type (4) by highlighting the star next to the activity type. This is the activity type that will be applied whenever time is posted without the user specifying an activity type.
Connections
In the Connections section of the page you can add a new connection (5) and define your connection's settings, including deleting the connection (6).
Remove your team
At the bottom of the Team Settings page, you can also remove your team (7). Clicking on this button with delete all team data from WiseTime, and the related team subscription will be cancelled. 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.
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