A service account allows Xentral team members, such as the customer support team, to easily access your instance with admin rights to help you troubleshoot.
The service account can be activated through two separate processes, based on the enabled login method for your instance:
Do you login with username and password? Then please use the first process.
Do you login with your email and password or via social login? Then please use the second process.
This service account does not differ from regular users of your instance. The account will stay active until you remove it and does not count towards your total count of available users. You can remove any service account, whether it was created by you or our team, at any time.
The service account has admin rights by default, but you can change their rights at any time. All actions made by the service account user will be logged and can be seen in the module Protocol.
To create a service account:
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Navigate to:
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In Xentral NextGen, click on the Help icon
on the bottom left and then click Service account.
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In classic design, go to Administration > System > User and click Service Account. You will then be redirected to the right window in Xentral NextGen.
A new window opens and displays the two available options for creating a service account.
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Choose an option:
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The first option gives consent to Xentral customer support agents to create their own service accounts in your instance. If the need arises, the customer support agents can also invite additional users with a Xentral email address to help with the investigation of your issues. This option is especially relevant if you have an urgent issue.
To give consent for service account creation, click
Agree to activate the slider and then save your choice by clicking Done. You can revoke consent and remove the service accounts at any time.
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The second option gives a single customer support agent that you trust access to your instance. This option is slower, but gives you more control over the process.
To invite a specific customer support agent, enter the email address of the support agent that offered to help you. You can only invite people with an @xentral.com email address.
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Optional: After they joined, you can adjust their rights in Xentral NextGen under
Settings > Administration > User Management. Open the user and then the Rights tab. Here you can edit all rights for a user. You can find more information in this article: User Permissions Assignment (Workflow).
In classic design, you can adjust the rights under Administration > System > User. Open the user and then the Rights tab.
After your issue has been solved, you can stop new support agents from joining and remove existing service accounts as they will not be removed automatically.
To remove a service account:
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If you gave consent to service account creation (option 1), you must first revoke the consent to stop new support agents from joining. If you only invited a specific agent (option 2), you can skip to the next step.
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In Xentral NextGen, click on the Help icon
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Click
Agree to deactivate the slider and then save your choice by clicking Done.
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In Xentral NextGen, go to
next to the service account you want to remove.
In classic design, go to Administration > System > User and click
You can quickly identify users with a service account in the overview table of all users as their description displays Xentral Service Account.