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Frequently Asked Questions from Delegates

Learn the answers to questions that delegate timekeepers frequently ask about Laurel.

Lindsay Konsko avatar
Written by Lindsay Konsko
Updated today

What is delegate timekeeping in Laurel?

Delegate timekeeping allows someone to assign you to manage their timesheet on their behalf. When this access is granted to you, you can view their Work Activities, create and edit time entries, and submit their time for billing—all from your own Laurel account. This is especially helpful if you are an assistant who helps manage administrative tasks.

How does someone assign me as their delegate?

The delegator needs to click on their initials in the bottom left corner of the web app to open Account Settings ("Your Account"), then select "Identity and Access Management."

In the "Add Delegate" field, they need to type your name or email address to find you, select you from the options available, click "Add", then click "Save" to confirm. If your name doesn't appear in the dropdown, you may need to log in to app.laurel.ai first to create your account.

Once the delegator has added you as a delegate, you'll have access to their timesheet from your Laurel account. To switch into their account, use the dropdown menu above the calendar on the left-hand side and select their name from the list.

Why am I getting configuration errors when I try to access my delegator's timesheet?

When you get delegate access to a timekeeper's account, you need to fully log out of Laurel and then log back in. If you do not take this step, you will get configuration errors and not be able to access their time.

Can I manage timesheets for multiple people?

Yes, you can be a delegate for multiple people. If you have been given delegate access to someone else's time, their name will appear in the "Delegators" list in your account. You can switch between different delegators' timesheets by clicking the Delegators dropdown menu at the top left of your timesheet and selecting the name of the person whose timesheet you want to manage.

What can I do as someone's delegate?

As a delegate, you have full access to manage another person's timesheet. You can create new time entries, edit existing entries, delete entries, reassign entries to the correct client or matter, and submit time for release. Essentially, you can perform all the same timesheet functions that the person could do themselves.

Can I edit entries after I've released them for my delegator?

No, once entries are released, cannot usually be changed or deleted in Laurel. Any edits to released entries must be made directly in your firm's PMS. This is why it's important to review all entries carefully before releasing them for their delegator.

Some firms make it possible for timekeepers and delegates the ability to make post-release edits to time entries, but this is a new feature and is not widely available. This is only available to firms using Aderant as their PMS who have enabled this feature.

Will the person I'm managing time for see the changes I make?

Yes, all updates you make as a delegate will be visible in their Laurel account in real time. However, the delegator won't receive automatic notifications when changes are made, so if you make important updates or submit their time, it's a good idea to let them know directly.

What should I do if someone's name doesn't appear when I try to add them as a delegate?

If the person's name isn't showing in the delegate dropdown, it usually means their Laurel account hasn't been created yet. Ask them to log in to app.laurel.ai, and their account will be generated automatically. If you still can't find their name after they've logged in, contact the Laurel Support Team for assistance.

How can someone remove me as their delegate?

To remove a delegate, the person who assigned you needs to go to their Account Settings, select Identity and Access Management, click the trash can icon next to your name in the delegates section, and click Save to confirm the change.

How can I print time entries for my delegator to review?

There is no dedicated "print" function in Laurel. Instead, you can run a report in Time Control, then export it to CSV to print.

To do this, follow these steps:

  • Navigate to your delegator's initials in the lower left of your screen, then click on them.

  • Select Time Control from the options that surface.

  • Once you’re in Time Control, you can filter entries by date, matter (project/initiative), client, and entry status (released, unreleased, etc.). Apply the filters that are relevant to the report you want to run.

  • When you’ve filtered the entries, click “export” and you will receive a CSV export to your email address.

You can export up to five weeks of entries at a time.

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