Before you get started
Account lists are mainly used:
- to list absences impacting entitlement accrual (Credit/Debit > Adjustment)
- to restrict access to certain accounts (cogwheel > Roles > “Make and cancel a request” permission)
Account lists are available 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
If an account can only be accessible to people who have access to the account list featuring the account in question, do not forget to uncheck the "Account available to employees" setting in the relevant account.
Edit an account list
- Click on the list to be edited
- 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
Restricted permissions depending on establishments
Depending on your role, you may not be authorized to access all establishment settings. In this case,
- you can view all existing account lists (even those containing accounts you cannot access)
- you cannot edit or delete an account list that contains accounts in regulations which you cannot access