Creating a Service Account

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Creating a Service Account

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.
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Community Boss

Re: Creating a Service Account

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

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