> ## Documentation Index
> Fetch the complete documentation index at: https://control-dev.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Review account mapping suggestions

> Review shared account mapping proposals in System Chat and understand what changes when your team accepts them.

export const ControlAppLink = ({path, breadcrumb, children}) => {
  const link = <a href={`https://app.control.dev${path}`} target="_blank" rel="noopener noreferrer" aria-label={breadcrumb ? `Open ${breadcrumb} in Control` : undefined}>
      {children}
    </a>;
  return breadcrumb ? <Tooltip tip={breadcrumb}>{link}</Tooltip> : link;
};

When Control needs your approval before creating group accounts, it posts a shared proposal in System Chat. One decision applies to the whole workspace, so your team does not need to review duplicate requests.

The **Open** view only shows work that needs a decision. Account mappings that do not require review can be applied without creating an open proposal.

## Open mapping suggestions

In Control, open <ControlAppLink path="/chat?mode=system" breadcrumb="Chat → System"><strong>System</strong></ControlAppLink>.

* **Open** shows proposals that still need a decision.
* **History** shows completed, cancelled, or outdated proposals and who resolved them.
* A dot beside **Chat** or **System** means you have an unread thread.

## Review a proposal

1. Open the group-account creation proposal.
2. Select **Review** to inspect the proposed group accounts, affected local accounts, and account types.
3. Choose **Accept all** to create and map the proposed accounts, or **Cancel all** to dismiss the proposal without making changes.
4. Confirm that the thread moved to **History** and shows the expected outcome.

<Warning>
  **Accept all** creates group accounts and maps local accounts to them. Review proposals involving revenue, tax,
  payroll, intercompany, or balance-sheet accounts before accepting them.
</Warning>

Control tries to reuse suitable group accounts before asking your team to create new ones. A proposal in System Chat means Control needs approval for the remaining accounts.

## Review layout suggestions

After you accept new group accounts, Control may suggest adding them to relevant P\&L, Balance Sheet, Functional P\&L, or Cash Flow layouts.

Review each suggestion separately and choose **Apply** or **Decline**. Declining a layout suggestion does not undo the accepted account mappings.

## Follow up privately

Messages in System threads are shared and read-only. Select **Continue privately** when you want to investigate an exception or ask for a different mapping without changing the shared thread.

Your private continuation is visible only to you. It does not reopen or replace the workspace decision.

## Enable automapping when prompted

If AI features are enabled but automapping is off, System Chat may show an **Enable automapping** suggestion when new accounts need mapping.

* Choose **Enable automapping** to allow future mapping runs.
* Choose **Not now** to dismiss the suggestion without changing the setting.

See [AI processing and controls](/product-docs/ai/processing-and-policy) for organization-level AI settings.

## Shared decisions and permissions

* A proposal disappears from **Open** for everyone after one person accepts or cancels it.
* Unread status is personal: opening a thread does not mark it read for anyone else.
* Members with write access can resolve proposals.
* Members with read-only access can inspect proposals and outcomes but cannot act on them.

## Troubleshooting

| Situation                               | What to do                                                                                                  |
| --------------------------------------- | ----------------------------------------------------------------------------------------------------------- |
| A proposal disappeared before you acted | Check **History**. Another member may have resolved it, or the underlying mapping may already have changed. |
| Action buttons are not visible          | Ask a workspace member with write access to resolve the proposal.                                           |
| The suggested mapping is not suitable   | Select **Continue privately** to investigate the exception without affecting the shared decision.           |

## Related content

* [Account mappings](/product-docs/configuration/account-mappings)
* [AI processing and controls](/product-docs/ai/processing-and-policy)
* [Use AI chat and canvas](/product-docs/ai/chat-and-canvas)
