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Configuring an account

This page explains how previously created accounts, either manually or imported, can be configured afterwards. The configurations that are available for each account, are Configure and Links. Given that the user has already chosen an account, click on the Configuration tab for the account, to access these functions - see the first screenshot below.

Configuring an account

Click on the Configure link in the left sidebar, to open the screen to configure the account.

The Configure Account screen (click to enlarge)


The attributes available to configure an account, are the same as when Creating an account, except the Account Status can be updated additionally.

The available values for the Account Status are, OpenClosed or Archived. The default value for a newly created account is Open.

Click the Save button when finished editing the account or the Cancel link to opt out.

Linking account to JIRA projects

JIRA Projects can be linked to the account. This needs to be done for accounts, so they become useful entities in other Tempo products. In other words, by linking projects to the account and with the Account Custom Field set for your needs, the account becomes a select option, either in JIRA issues or the Log Work dialog. Click on the Links link in the left sidebar, to open the screen to link projects to the account.

Configuring Account Links (click to enlarge)


Click on the Add projects to account field to open a drop-down to link a project to the account. By selecting a project, it is added to a list of project(s) below the field.

Related topic

Linking accounts to projects

Adding a monthly budget to an account

Monthly Budget is used in Tempo Timesheets and displayed in the in Tempo Monthly Budget Burn-up Chart gadget.

Tempo Accounts Budget configuration page


Configuring price table

In Tempo Timesheets 8, a discount on the Price Table can be defined for an account in the Account Price Table for each account.

Tempo Account Price Table



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Tempo Timesheets for Server Documentation
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