How to set up proxy users

Overview

Proxy access allows a billing assistant or administrator to review, edit, and release time on behalf of an attorney.

This is particularly useful when attorneys draft their time, but a billing assistant is responsible for final review and releasing to billing. Proxy access ensures the assistant can act directly within the attorney’s account without sharing login credentials.

1. Assign Proxy Access

• Select the Access tab within the application

• Select Assign Current Proxy Access

• In the To field, select the billing assistant

• In the For field, select the attorney

The billing assistant can now review, edit, and release time on behalf of that attorney.

2. Viewing or Managing Existing Proxy Access

You will see a Proxy As tab appear at the bottom of your side bar. Here, select whomever you would like to view time for, ignore any pop-up informing you that you don't have access to this page, select Return to Time, and select the Time tab at the top left of your side bar. You will now be viewing your attorney's timesheet.

Admins can return to the Access tab at any time to:

• View current proxy relationships

• Modify proxy relationships

• Remove proxy access