On the Team Settings page, managers and administrators can set up the preferred Connector settings for the team. Here you can specify your activity types or charge codes to match your connected system, manage API keys for your connections, and also specify custom configurations.
Here, you are able to 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 (4) or remove activity types (3) 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, this is the category ID.
You can edit their names at any time by clicking on the name field and to rearrange the order (2) in which they appear in the WiseTime timeline, simply drag them from the right-hand side.
You can also set a default activity type (1) by selecting the star next to the activity type. This is the activity type that will be applied whenever time is posted without a specified activity type.
Here, you can request (6) or revoke (5) API keys. These are required when configuring a connection to another system.
The connection settings are used by system administrators to manage advanced properties for connections to billing or docketing systems. These will vary depending on the connected system and the connection requirements and you can add (7) or remove (8) properties at any time.