Link Accounts to Jira work items

Question

How do I link Account to an work item?
Note: When an Account is linked to a Project, existing work items are not automatically updated.

Answer

Once the Account is linked to the project, please follow the steps below to link the work items to the Account:

To add the Tempo Account custom field to the work item view:

1) Go to JIRA Administration (JIRA Settings, on cloud instances)
2) Click in work items
3) Scroll down to "Custom Fields"
4) Look for the Account Team Custom Field
5) Click the Cogwheel to the right and select Screens from the drop-down.
6) Choose the screen you would like to associate the field to (e.g. the Edit work item screen).
7) Click Update to save.

Once these steps are done, you can link the work item to the Account. Example:

If you associated the field with the Edit or Default screen:

1) Go to the work item you want to link the Account to.
2) Click "Edit" and in the edit screen scroll down to where the Account field is.
3) Select the Account you want to link to the work item
4) Click "Update" in the bottom of the edit screen to save the changes