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Creating a service account

Create an automation identity with an owner, a purpose, and controlled access.

Creating a service account

When to use this​

  • Use it when an integration needs to reach data in Infinite Data.
  • Use it when a recurring routine should not depend on a person.
  • Use it to replace shared credentials with a traceable identity.

Before you start​

  • Have a role that lets you administer service accounts.
  • Define the name, owner, purpose, and review deadline.
  • Know which data the automation needs to query.

Step by step​

  1. Open Service Accounts.
  2. Click to create a new account.
  3. Enter a name and description with a clear purpose.
  4. Attach the responsible owner.
  5. Assign the roles needed.
  6. Save the account and copy the secret only at the moment it is shown.
  7. Store the secret in the location your organization approved.

What happens next​

  • The account becomes available for the automation to use.
  • The secret has to be protected and rotated according to your organization's policy.
  • Its creation is recorded in the audit trail.

Common errors​

  • Losing the initial secret: you will have to rotate it.
  • Creating an account with no description: it makes future review harder.
  • Granting data access before validating the purpose.

Good practice​

  • Create one account per relevant automation or integration.
  • Never send a secret through insecure channels.
  • Review the account, its roles, and its data rules together.

Next steps​