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Managing Accounts

Accounts are a way to track time across multiple teams and multiple projects. By connecting accounts to specific projects, worklogs can be assigned to accounts to provide data for reporting and bookkeeping.

If you have Tempo Accounts Administrator permissions, you can create, manage, and delete accounts in the Accounts :accounts_dc: view. By adding the Tempo Account custom field to the Jira issue view and then link the Account to the Jira project you can associate issue worklogs to that account.

Accounts can be linked to categories for more detailed reporting. For example, if you have multiple accounts that contain sales and marketing data, you can create a new 'Sales and Marketing' category and assign those accounts to it. To make it easier to search for similar accounts you can also assign them to a customer. For example, if you have multiple accounts containing data for a single customer, you can create a new customer and assign those accounts to it.

You can import and export information in accounts directly to and from a CSV file in the Settings :settings_dc:  view. This is a quick and easy way to transfer large amounts of data. Before you import information into Accounts, you should ensure that it's formatted in a way that Tempo can read the information. If you are unsure about how to best format your content, you can use the simple template we have provided.

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