To set an authoriser for a single placement:
Click Placements, then Contract Placements
Select the placement
Click the Contract Info tab
Click Edit
Search for the Client contact
Click Select and then click Save
Alternatively, there is an Access Evo app Timesheet Authorisers which will allow you to set the timesheet authoriser by client and also allows the addition of a secondary authoriser.
The app can also be used to set up the primary and secondary authorisers for a placement.
To set these up for a client:
Click the Clients tab
Find the Client in the list
Click the edit icon
Click the drop down list to select a contact as Primary Authoriser
If a Secondary Authoriser is required, click that drop down to select a different contact
Click Save
Click OK on the Success message
To set these up for a placement:
Click the Placements tab
Find the placement in the list
Click the edit icon
Click the drop down list to select a contact as Primary Authoriser
If a Secondary Authoriser is required, click that drop down to select a different contact
Click Save
Click OK on the Success message

