Marking a Contact as a Service Account

A project might want to designate a certain contact as a Service Account. This is useful for integrations with other systems.

To make a Contact a Service Account:

  1. Click Contacts, locate and open the user detail.

  2. On the Details tab under Other, select Service Account (Visible only to the Primary Administrator).

  • Primary Administrators are the only users that can see the Service Accounts within the Contacts area.

  • All actions are captured on usage logs and the Service Account is visible on the audit log.

  • Contact the support team if you would like to have this enabled.