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How do I manage the rights and access of a service account?

For security reasons, service accounts can only interact with items shared with your entire organization. For example:
  • data offerings from your organization that have no visibility restrictions within your organization

  • acquisitions that are visible to all members of your organization

  • data offerings shared with the entire Participant Portal or your organization

To manage the information, roles, and access rights for a service account, simply:

  • Click on your account management interface

  • Select the “Your Organization” section

  • Go to the “Service accounts” step under “Integrations”

  • Click on the service account you want to manage

You can disable or delete a service account at any time by accessing its management settings.

To create a service account, please refer to the article How do I create a service account?

What roles are available for a service account?

Once the service account has been created, you can assign it one or more of the following roles:

  • Read/write: Grants permissions for all actions that can be performed with service accounts.

  • Acquisition - Consumption: Allows you to obtain data acquired by your organization.

  • Acquisition - Follow-up: Allows you to obtain the information necessary for the administrative management of acquisitions without access to the data.


How can I obtain access details and credentials?

To access the Client ID and Client Secrets for your service account, you need to go to the account settings and click on the “Access/Credentials” tab.

You can renew the client secrets for your service accounts at any time.

To access our online documentation, please see the article Where can I find online documentation on using the Data Exchange Solution service APIs?


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