Creating a Service Account

GrahamJordan

When configuring a Service Account, here are some things to keep in mind:

 

A Service Account is typically an IT owned Anaplan account used for automating data integrations.

In most senses it is a regular user account, but it is linked to a company email account that is not an individual employee.

 

When setting up a Service Account:

• The account needs to be run/accessed with basic authentication, or using a CA certificate (disable SSO)
• There are licensing implications: For data integration purposes, the user does not need to be Workspace Administrator/Model Builder. Can just be Full Access.
• However the account may need WSA access if User Integrations are needed.
• When setting up a Service Account, contact your Account Executive to understand licensing implications.

usman.zia

@GrahamJordan  this is great content and would be very useful to see this incorporated in the CoE setup documentation