Creating a Service Account

To create a Service Account, perform the following steps:

1. Login to Gimmal Records as a user with a Master account or a System Admin account.

2. Select Secure on the Main Menu.
   
   The Security page displays.
   

   

3. Select the New User drop-down, and then select +New Service Account.
   
   The New Service Account window opens.
   

   

4. Enter a username and password for the new account

   

   When you enter your Service Account credentials, the Service Account username format depends on whether or not you are connecting to a Gimmal Cloud deployment for Gimmal Records. If the cloud tenant is being used, the username format is: {service account name}@{tenant domain} (e.g. spocservice@gimmal.com, or fscservice@companyname.com), otherwise the format is just: {service account name}. For more information, see  Directing the Connector for specific connectors (e.g. Directing the Connector for SharePoint Server).

   Service Account passwords are limited to 18 characters.  While the interface may let you enter more than 18 characters, connectors will not be able to use the service account.

5. Select the Save button