Managing Service Accounts

As an administrator, you can create and manage service accounts in BarTender Cloud. You can also edit or delete an existing service account.

Service accounts are non-human entities used for integration and automation services. A service account is not associated with a human user identity, email address, or interactive login capability. In addition to integrations, service accounts can also be assigned to printers, files and folders, and spaces.

  • For printer permissions, service accounts can be added through the existing Add Permission process.

  • For Librarian file and folder permissions, service accounts can be assigned granular permissions that mirror the permissions assigned to users. Supported permission levels include:

    • View

    • Create

    • Delete

  • For space permissions, service accounts can be added when creating and editing a space. Assigned service accounts appear in the permissions list similar to users.

Service accounts facilitate a machine-to-machine authentication process modeled on OAuth 2.0 Client Credentials.

  • To open the Service Accounts page, click on the header bar, then select Administration, Security, then Service Accounts.

ClosedTo create a service account

  1. On the Service Accounts page click Create Service Account.

  2. In the Create Service Account dialog, enter the following:

    • Service Account Name: Enter a name for the service account. This name must be unique to the tenant. Required.

    • Description: Enter a description of the service account.

    • Set as Administrator: Select to give this service account administrator privileges.

    • Roles: Specify the roles you want to assign to the service account. This field is only available when Set as Administrator is not checked.

    • Active/Disabled: Set the service account as Active or Disabled

  3. Click Create.

ClosedTo modify a service account

  1. In the Actions column of the Service Accounts page, click and select Edit from the menu.

  2. In the Edit Service Account dialog, modify any or all of the following:

    • Description: Modify the description of the service account.

    • Set as Administrator: Select to give this service account administrator privileges.

    • Roles: This field is only available when Set as Administrator is not checked.

      • Click and select or remove the roles from the Dropdown.

      • Alternatively, click to remove a role from the service account.

    • Active/Disabled: Set the service account as Active or Disabled

      A disabled service account prevents any associated machine-to-machine application from generating new access tokens.

  3. Click Save.

ClosedTo delete a service account

Deleting a service account removes it from the list on the Service Accounts page and from any active applications the account is associated with.

  1. On the Service Accounts page click and select Delete from the menu.

  2. Confirm that you want to delete the account.

Related topics