How do I manage the rights and access of a service account?

Modified on Thu, 11 Sep, 2025 at 2:44 PM

For security reasons, service accounts can only interact with items shared with your entire organization. For example:

data offerings from your organization that have no visibility restrictions within your organization
acquisitions that are visible to all members of your organization
data offerings shared with the entire Participant Portal or your organization

To manage the information, roles, and access rights for a service account, simply:

Click on your account management interface
Select the “Your Organization” section
Go to the “Service accounts” step under “Integrations”
Click on the service account you want to manage

You can disable or delete a service account at any time by accessing its management settings.

To create a service account, please refer to the article How do I create a service account?

What roles are available for a service account?

Once the service account has been created, you can assign it one or more of the following roles:

Read/write: Grants permissions for all actions that can be performed with service accounts.
Acquisition - Consumption: Allows you to obtain data acquired by your organization.
Acquisition - Follow-up: Allows you to obtain the information necessary for the administrative management of acquisitions without access to the data.

How can I obtain access details and credentials?

To access the Client ID and Client Secrets for your service account, you need to go to the account settings and click on the “Access/Credentials” tab.

You can renew the client secrets for your service accounts at any time.

To access our online documentation, please see the article Where can I find online documentation on using the Data Exchange Solution service APIs?