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 and link users to a specific service, client, or program. Supervisors or employers create accounts for 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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