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Manage accounts

This page and its child pages, explain creation and management of accounts. The following is an overview, explaining how manually created accounts and imported accounts are handled simultaneously and how update affects existing accounts.

All account attributes can be updated, except the account Key. If the project link in an import file is not found on your JIRA instance, the account is not imported. This is reported in the message given at the final step of the import.

(info) This entry in an import file can be corrected if appropriate and then imported again.

The possible account statuses are: OpenClosed or Archived. The table below describes how these statues are acquired and when the status is not affected by import. 

Table: Explaining account statues and when it is not affected by import

StatusDescription
OPEN

This is the default status for newly created or imported accounts. The status can also be set by manual configuration, given the account has previously had another status.

CLOSED
Accounts can only get this status by manual configuration.
ARCHIVED

This status is used for the following import cases:

  • An existing account (created manually or by import) is not in an import file and has no project link (and is not global).
  • Existing imported accounts, that are not in the next version of the import file.

Accounts can also be Archived manually.

Unaffected

For existing accounts, the status is unaffected in the following import cases:

  • An existing account (created manually or by import) that is in an import file, but has no project link (and is not global).
  • For the case of imported and then manually edited accounts, where linked projects are affected, the status stays the same as before. If the first import has project links A and B, then project link C is added manually and in a new import the only project links are D and E. This means that after the import, the project links are going to be C, D and E, or only the imported links are updated, not the manually added ones.

(info) A few notes:

  • Only Open accounts will show up in JIRA issues and/or the Log Work dialog, depending on configuration. 
  • Tempo Timesheets reports can be created including Closed accounts, but not Archived accounts. 
  • The only way to look up Archived accounts, is by searching for them in the Accounts Navigator or select the Archived option in it's sidebar.

Tempo Timesheets for Server Documentation
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