Account lists in Lucca Absences

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

1. Click on the Create listbutton 
2. Name the list
3. Select the accounts 
4. Save your new list by clicking on Create

Edit an account list

1. Click on the list to be modified
2. Click on Edit account list
3. Check/uncheck the accounts to be added/removed
4. Save

Delete an account list

1. Click on the list of accounts to be deleted
2. Click on the trash can on the right-hand side 
3. 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: