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 (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, this is the category ID.
You can edit their names at any time by clicking on the name field and to rearrange the order (4) in which they appear in the WiseTime timeline, simply drag them from the right-hand side.
You can also set a default activity type (3) 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.
Note: either the email address used when registering to WiseTime or the `external user id` must match the email address used in the connected system for the user to be able to post time.
Here you can add a connection (5) and define your connector's settings (6).
Requesting an API key:
If you need to set up a managed, or non-cloud based connector, this is where you can request (8) or revoke (9) API keys.
Connector property settings:
The connection settings underneath are used by system administrators to manage advanced properties for connections to billing or docketing systems, for both cloud-based and managed on-prem connections.
Available properties to configure:
- DURATION_SPLIT_STRATEGY (10) defines the split strategy for when a time row is posted with multiple tags. This can have values DIVIDE_BETWEEN_TAGS and WHOLE_DURATION_TO_EACH_TAG_VALUE
Delete your team
At the bottom of the team settings page, you can also remove your team (7). This action cannot be undone.