Creating and deleting accounts

Required Tempo product: Tempo Timesheets for Cloud or Tempo Planner for Cloud

Required permission: Tempo Account Administrators

To create an account:

  1. Select Tempo > Accounts or click the Accounts icon on the Tempo Sidebar.
  2. In the Accounts screen, enter a name, key, and select a lead as required. You can fill in the other fields as appropriate.
  3. Click Add to save. 

To delete an account:

  1. Select an account from the Accounts screen, then click Delete.
  2. An information dialog is displayed asking you to confirm that you want to delete the account.

 

 

 

For more information, please watch this video:

 

 

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