Changing the Account Status

Changing account status requires the Tempo Account Administrator permission. Account Leads for the account can also change the status.

Accounts can have one of the following statuses: open, closed, or archived.

To change the account status:

Select Accounts in the Tempo sidebar.
In the Accounts view, select the account you want to view.
Rest the mouse pointer on the Status field. When the pointer changes into a pointing hand, click and then select a status:
1. Open accounts appear in reports and are displayed in the Account field in linked project issues.
2. Closed accounts appear in reports but are not displayed in the Account field in linked project issues.
3. Archived accounts will not appear in reports or be displayed in the Account field in linked project issues.

Account Statuses

The table below shows all statuses for Tempo Accounts and the usage for each status.

Status	Usage

Status

Usage

Open

Active Account

Displayed in the issue view
Displayed in the Account field in linked project issues
Searchable in the Tempo Timesheets Account Search
All worklogs included in the API export file

Closed

Inactive Account

Not displayed in the issue view (unless selected while status is still Open)
Not displayed in the Account field in linked project issues
Account displayed in Select All Accounts in the Account Timesheet
All worklogs included in the API export file

Archived

Inactive/Historical Account

Not displayed in the issue view (unless selected while status is still Open)
Not searchable in the Tempo Timesheets Account Search
Not displayed in the Account field in linked project issues
Account not displayed in Select All Accounts in the Account Timesheet
Account not visible in the Tempo Reports Accounts filter
All worklogs included in the API export file

Changing Account Status in Importing Using CSV Template or XML from Service

The following table shows the Account status change if imported with CSV Template or import XML from Service. For more information about how to import accounts, see Importing and Exporting Accounts.

Status Before Import	Project Link	Included in csv/xml	Status After Import

Status Before Import	Project Link	Included in csv/xml	Status After Import
Open	Yes	Yes	Open
Open	No	Yes	Open
Open	Yes	No	Archived
Open	No	No	Archived
Closed	Yes	Yes	Closed
Closed	No	Yes	Closed
Closed	Yes	No	Archived
Closed	No	No	Archived
Archived	Yes	Yes	Open
Archived	No	Yes	Open
Archived	Yes	No	Archived
Archived	No	No	Archived

Changing Account Status in Importing Using Custom CSV

The following table shows the Account status change if imported with Custom CSV.

Status Before Import	Project Link	Included in csv	Status After Import

Status Before Import	Project Link	Included in csv	Status After Import
Open	Yes	Yes	Open
Open	No	Yes	Open
Open	Yes	No	Open
Open	No	No	Open
Closed	Yes	Yes	Closed
Closed	No	Yes	Closed
Closed	Yes	No	Closed
Closed	No	No	Closed
Archived	Yes	Yes	Open
Archived	No	Yes	Open
Archived	Yes	No	Archived
Archived	No	No	Archived

Related Topics