Changing the Tempo Account Status

Abstract

How to change the Tempo account status

Important

Changing the Tempo account status requires the Tempo Account Administrator permission. Account Leads for the account can also change the status.

Accounts can have one of the following statuses: open, closed, or archived - see the table below for details on each status.

When you create a Tempo account, it is open by default. You can close and archive accounts when you are finished with the project or initiative that you are tracking with the account. Even if an account is closed or archived, you can re-open it simply by changing its Status as described in the steps below.

You can also delete an account, but it's recommended to either close or archive the account instead, especially if the account is linked to several Jira projects and issues - see Deleting Tempo Accounts.

To change the account status:

  1. Select Accounts Accounts.png in the Tempo sidebar.

  2. From the Accounts view, click an account's name to open its page.

  3. Select a new status from the Status dropdown: OPEN, CLOSED, or ARCHIVED - see the Account Statuses table below for details.

Tip

You can re-open accounts that are CLOSED or ARCHIVED - just select OPEN!

Account_status_change.jpg

To filter the account status:

  1. Select Accounts Accounts.png in the Tempo sidebar.

  2. At the top of the Accounts view, click the Status filter and select one or more account status types from the dropdown.

  3. Click Apply. Only accounts with the selected status types appear on the page.

Account_status.jpg
Table 8. Account Statuses

Status

Usage

Open-button.jpg

Active Account

  • Accounts are OPEN by default when you create them

  • Displayed in the Account field in the Jira issue view

  • Available in the Account dropdown in Log Time form for issues of linked Jira projects

  • Searchable in Tempo Timesheets Account Search

  • All worklogs are displayed in Tempo Timesheets reports

Closed-button.jpg

Active Account

  • Displayed in the Account field in the Jira issue view if selected while in Open status

  • Not searchable in Tempo Timesheets Account Search

  • Not available in the Account dropdown in Log Time form for issues of linked Jira projects

  • All worklogs are displayed in Tempo Timesheets reports

Archived-button.jpg

Inactive Account

  • Displayed in the Account field Jira issue view if selected while in Open status

  • Not searchable in Tempo Timesheets Account Search

  • Not available in the Account dropdown in Log Time form

  • Worklogs are not displayed in Tempo Timesheets reports