Before getting started
Account lists are mainly used to ensure that certain employees may only view certain accounts.
The account lists can be accessed in Settings > Accounts > Manage account lists:
Create a new account list
- Click on the Create listbutton
- Name the list
- Select the accounts
- Save your new list by clicking on Create
Edit an account list
- Click on the list to be modified
- Click on Edit account list
- Check/uncheck the accounts to be added/removed
- Save
Delete an account list
- Click on the list of accounts to be deleted
- Click on the trash can on the right-hand side
- Confirm delete
How do I make the account list available to the employees in question?
Situation 1: all your employees who have the same primary role are concerned (e.g. the User role):
- Go to the cogwheel > Roles
- Select the role of the employee(s) in question
- Select the account list associated with the permission "Submit and cancel an absence request":
Situation 2: all your employees who have the same primary role are not affected (e.g. delegation hours for Social and Economic Committee (CSE) representatives):
- Under Settings, uncheck the "Account available to employees" box of the account(s) in the account list:
- Go to the cogwheel > Roles
- Create a secondary role for the population of employees who have permission to view the account list (e.g. "Social and Economic Committee representatives")
- Select the account list associated with the permission "Submit and cancel an absence request":
- Don't forget to add the secondary roles to the employees in question directly from the new secondary role > Users tab: