Can I Remove or Delete Timekeepers from Brightflag?

Brightflag does not support the deletion of timekeepers to preserve historical data related to billing and reporting.

However, in cases where a timekeeper has left the firm or wishes for their name to be anonymized, you can take steps to update their record.

Follow these guidelines for anonymizing or managing timekeeper records.

Step-by-Step Guide for Anonymizing a Timekeeper

1. Navigate to the Timekeepers Section

   • Log in to your Brightflag vendor portal.

   • On the dashboard, select "Timekeepers" from the side menu.

2. Search for the Timekeeper

   • Use the search bar at the top of the Timekeepers page to locate the specific timekeeper.

3. Select and Edit the Timekeeper

   • Click on the timekeeper’s name to access their profile.

   • Click the edit icon to modify their information.

4. Anonymize the Timekeeper's Details

   • Replace identifiable information (e.g., name and contact details) with placeholder text such as “Former Timekeeper” or a unique identifier.

   • Ensure the timekeeper’s status is updated to inactive.

   • Click "Update" to save the changes.

Important Considerations

• Permissions: Ensure you have the appropriate admin rights to make changes to timekeeper information. Contact your account administrator if you need assistance.

• Data Integrity: Anonymizing details helps protect personal information while maintaining the integrity of historical billing and reporting data.

• Audit Logs: Brightflag maintains an audit trail to log all changes for compliance purposes.

Troubleshooting

• Unable to Modify: If the timekeeper’s profile cannot be edited, ensure they are not linked to any active matters or invoices. Resolve any dependencies before proceeding.

• Permissions Error: Contact your system administrator if you encounter access issues.

Tips for Effective Management

• Use Filters: Apply filters to view only active or inactive timekeepers, simplifying your management process.

• Review Regularly: Keep timekeeper details up-to-date by periodically reviewing and modifying their profiles.

By following these steps, you can anonymize and manage timekeeper records efficiently while ensuring your Brightflag vendor account remains compliant and organized.