Service Accounts - Employee - Create, Edit, View or Deactivate

Description: In this topic you will learn how to create, deactivate or edit, and view employee service accounts. Deactivating specific employee service accounts can be done when they are not longer needed by changing the status to inactive. Making edits to the employee service account allows changes to be made, for example changing the cost center.

Role Required: Supervisor, Superuser

Permission Required: 

Create a Service Account

1. Log in to DCI with your personal profile
2. Click Home on the main menu
3. Click Employees on the submenu
4. Search for the employee by entering the name and using the filters, then select the Search button
5. Select the employee from the table by clicking anywhere in the employee row to open up the Employee Details page
6. Click Actions button
7. Click New Service Account from the actions dropdown
8. Fill out the form wizard
9. Click Save
10. Select Yes on the confirmation alert window 

View, Edit, or Deactivate a Service Account

1. Log in to DCI with your personal profile
2. Select Home from the main menu
3. Select Employees tab from the submenu
4. Search for the employee by entering the name and using the filters, then select the Search button
5. The search results will update in the table below the search box
6. Click anywhere in the employee row to open up the Employee Details page
7. Select the Accounts tab located below the details window
8. Select the account that needs to be deactivated or edited
9. Select the Actions button
10. Select Edit Account from the actions dropdown
    1. To deactivate, change the status to Inactive
    2. To edit, make edits in the form wizard, i.e. cost center
11. Select Save
12. Select Yes in the confirmation alert window

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  April 2021 Release Notes