My Accounts screen

The My Accounts screen displays accounts that you recently created or are working on. Click an account number link to go directly to the Account Summary screen in the Account tab for that account.

To view this screen, the user must have the View my accounts permission. The code for this permission is viewmyaccounts. In the default configuration, the Producer and Producer Code - Basics roles have this permission.

Users see the following items in the search drop-down list:

All pending – Display all pending accounts on which the current user has a role.
Created in past 7 days – Display all account created in the past seven days on which the current user has a role.

The UserRoleAssignment object, accessed through Account.RoleAssignments array, contains the users with roles on the account. An account is pending if Account.AccountStatus is Pending. The Account.CreateTime property is used to determine whether the account was created in the past seven days.