On the Team Settings page, managers and administrators can set up the preferred Connection 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.
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, 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 selecting 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.
In the Connections section of the page you can add a connection (5) and define your connection's settings (6).
Connection property settings
The connection settings (accessed by the cog icon) are used by system administrators to manage advanced properties of connections to billing or docketing systems, for both cloud-based and managed on-prem connections.
Requesting an API key
If you need to set up a managed, or non-cloud based connection, this is where you can request (8), copy or remove (9) API keys.
Team Member Settings
In order for a team member to be able to post time to your connected system, note that either the email address used when registering with WiseTime or the `external user id` must match the email address used in the connected system. These settings can be checked and adjusted by Team owners and administrators via the Team Members menu on the side bar.
Delete your team
At the bottom of the Team Settings page, you can also remove your team (7). This action cannot be undone.