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Account Types

There are three types of account types available in they system; Master Account, User Account, and Service Account.

Master Account

The Master Account is a specific account that has full control over all of Gimmal Records with the exception of Physical Records Management. The Master Account can be used to provision new Users and Service Accounts, as well as administer any aspect of the system. This account information should be kept secure!

If you are the system administrator, you should have created the Master Account the first time you logged in.

User Account

The User Account is the typical account that is created in the system.  User accounts are given Security Roles once they are created.  In order to add a User Account, they must belong to the registered Identity Provider, such as Windows Accounts if you are using the out-of-the-box Identity Provider.

Service Account

A Service Account differs from the other account types because these accounts are created locally and not associated with the registered Identity Provider.

The purpose of a Service Account is to have an account that can be used from the various Connectors or any Third-Party Services that will be communicating with Gimmal Records.

As a best practice, you should create a separate Service Account for each Connector that will be used. This will make it easier to identify a specific Connector’s related activity within the system. Service Accounts possess a high level of rights within the system and should be kept secure.

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