How do I create staff authorizations?

  1. Go to Authorizations on the sidebar. Click “+” or click “+ New Authorizations”.

  2. Switch the Authorization Type tab from Client Authorization > Staff Authorization.

  3. Input all the necessary information on the text fields provided.

  4. On the Payroll tab and under Default Trip Tracking, toggle on Enable Trip Tracking.

  5. Under Units and Billing, choose a Unit Type (Units or Hours) you’d like to keep track off.

  6. Click “Save”.

View client authorizations by going to the Authorization Search page, clicking the authorization date range you want to view, click “View”.