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Accounts are what allow you to make Description: In this topic, the user will learn how to view and search for accounts that are created for their profile. Accounts allow users to complete a variety of punches ; they are what link you and link users to a specific service, client, or clientprogram. Your supervisor or Fiscal Agent creates your Supervisors or employers create accounts for you. To view your accounts:

  1. Sign in to your Personal Profile
  2. Click "Accounts" on the sidebar

All accounts will show up on the Accounts Table. If you have more than 30 accounts, the table will show 30 of XX. To load the rest, simply scroll to the bottom of the page until the remaining accounts load. You can also export your accounts as a CSV file by clicking the "Export" button.

If you want to find a specific account, you can use any of the filters at the top of the screen:

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Simply enter the criteria you wish to filter by, and then click "Search." The accounts table will contain only accounts that meet the filter criteria.

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employees.

*Please note: When reviewing accounts, if an account is missing, please reach out to a supervisor or employer.

Role Required: Employee (base user)

Permission Required: N/A

  1. Log in to DCI with personal profile
  2. Click Home on the main menu
  3. Click Accounts on the submenu
  4. View all associated accounts in the accounts table below the filters
    1. Up to 30 accounts will be displayed. Scroll to the bottom to load and view additional accounts.
  5. Export accounts to a .CSV file by clicking Export at the top of the accounts table
  6. Use the filters to search for a specific account, then click Search.
  7. Results will display in the accounts table below the filters

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