KB Corner: Assigning Tabs3/PracticeMaster Timekeepers

August 2018    Tags: Resources, Security, Tabs3 Billing, Timekeepers, Users

Security in a law firm is a top priority. In addition to many other security features, Tabs3 and PracticeMaster software provides the ability to limit a user’s access to specific timekeepers’ transactions via the Assign Tabs3/PracticeMaster Timekeepers function. Users who are assigned to timekeepers can only view transactions that have their assigned timekeepers specified as the working timekeeper. Additionally, certain reports will filter their results based on assigned timekeepers.

To assign timekeepers via System Configuration

1. From the File menu, point to Open and select Users.
2. Select the User ID.
3. Select the Assign Tabs3/PracticeMaster Timekeepers check box.
4. Select the timekeepers to assign for the selected user.
5. Press Ctrl+S.

For information on how this setting affects the Tabs3 and PracticeMaster software, Knowledge Base Article R11328, “Assigning Tabs3/PracticeMaster Timekeepers,” explains how assigning timekeepers works, provides a list of reports and tasks that are affected by this setting, and explains exactly how they will be affected.

Our Knowledge Base can be accessed 24 hours a day, 7 days a week, at support.Tabs3.com. You can also access our Knowledge Base while in the software by selecting Help | Internet Resources | Knowledge Base.