Timekeeper titles, grades, and levels can differ per firm. Power users and/or Admins can group timekeeper titles to levels in Clocktimizer. This guide explains how. It is best practice to set the title to level grouping when you get started with Clocktimizer. Level groups can be customized while already in use, but when groups are deleted or merged, this has an effect on existing budgets in which this deleted or merged group is in use.
Step 1. In Clocktimizer, go to Admin
Step 2. In the box Customization, click on Title to Level Grouping
Step 3. Clocktimizer groups some timekeeper titles by default. You see them on the left in each group. On the right, you see the ungrouped titles
Step 4. Drag and drop the titles from the right side of the page in one of the existing groups on the left. To create a new group, simply drag a title into the top bar on the left, where it states 'Create new group' or click on the plus icon next to the "Groups" section. You can edit a group by clicking on the pen icon next to it. To delete a group, press the X icon next to a group's name.
Step 5. After you have grouped the titles, scroll down and Save
The timekeepers' titles are now displayed in the groups you have created.