Creating accounts

This page explains how to create accounts manually, but it is also possible to import them in a pre-made *.csv or *.xml file.

The Account Custom Field is installed automatically with Tempo Accounts, but may need to be configured further, depending on how you want to associate the account information.

To start the process of creating an account, click on the Create Account button in the top right corner of the Accounts Navigator.

The Create Account button in the Accounts Navigator

This opens the Create Account dialog as in the screenshot below. The dialog options are explained in a table below.

The Create Account dialog (click to enlarge)

Table: The Create Account dialog options explained

Field	Description
Account Name	Descriptive name for the account. The combination of the Account Key and Name is used to display the account in a JIRA Issue or in the Log Work dialog in Tempo Timesheets, depending on configuration.
Account Key	The Account Key needs to be unique for the account. The dialog gives a suggestion for it based on the Account Name when it is added. The key can be a combination of any letter (a-z, A-Z), digit (0-9), underscore ("_"), dash ("-") or a dot (".").
Account Lead	The Account Lead is responsible for the account. The value provided for the Account Lead can either be a JIRA username or simply a typed name: If this value is a JIRA username and matches an existing username, this user is stored as the Account Lead. If the value provided is simply a typed name, it is used as it stands.
Customer	Select a customer from the drop-down menu to associate with the account. The customer doesn't need to be an outside customer, it may simply be a way to group together a common entity (JIRA projects or cost centres) of your definition for the projects linked to the account.
Contact	This is someone who represents the customer. Depending on the purpose of the account, for internal or external use, this person may of may not be a JIRA user.
Category	Select a category from the drop-down menu to associate with the account. The category is a way to create a division for an Account/Customer like Development or Marketing.

It is not mandatory to add a customer, a contact or category initially, as it can be configured later. Adding Account Attributes (customers and categories) is explained in this chapter on separate pages

Click the Create button at the bottom of the dialog to save the account or the Cancel link to opt out of the process.

In this chapter

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