Account

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Note:

This tab is only available to users with account holder credentials.

In a Nutshell

It is in the Account tab where you can view account information.

It is an Account to which Companies and Users are assigned, and to which subscription billing information is sent.

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A Closer Look

When you navigate to the Account tab, you will see the following information:

Field	Description
ID	The unique ID of the account. This value is automatically generated by the application.
Name	The name associated with the account.
Email	The email address associated with the account.
Clients (legacy API)	If applicable, the clients associated with the legacy API.
Clients (OAuth2 API)	If applicable, the clients associated with API that uses OAuth2 for authentication.
Cluster	The server cluster associated with the account (note: all trial accounts use the Ireland-based server cluster).
Created	The date on which the account was created.
Password	Encrypted.
Password Expiry Date	The expiration date of the account password.
Password Status	The current status of the password.
Roles	The role assigned to the account. Examples include: Customer, Admin, etc
Active	True or false. When true, the account is currently in use and perform application activities.
Audit Logs	True or false.
Default SAML Configuration	If applicable. For more information on SAML, please refer to the following topic on Federated Authentication
Deleted	True or false. When deleted, it will display True and remain available for historical record-keeping purposes.

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Minimum App Version

In the Account tab of the Admin module, you can define which minimum app version can be used for mobile and web-based applications. This can be used to ensure that users are using the latest version possible, or a version specific to desired functionality.

To configure or update an minimum app version, you must Edit the account configuration.

Field	Description
ID	The client ID
Name	The name of the account.
Email	The email address of the primary account holder.
Clients (Legacy API)	If applicable, the clients associated with the legacy API.
Clients (OAuth2 API)	If applicable, the clients associated with API that uses OAuth2 for authentication.

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Client IDs

A minimum version can be configured for the following clients:

App Name	Short Description	Client Id
Administration	Admin	admin
Analytics & Reporting	AR	reporting
Configuration	CO or Config	configuration
Data Loader	DL	data-loader
Knowledge Management	KM	knowledge-management
Map	Map	map2
Market Place	MP (TBC)	marketplace
Master Data Management	MDM	master-data-management
Mobile Field Service App - Android	Android	android
Mobile Field Service App - iOS	iOS	ios
Mobile Field Service App - Windows	Windows	windows
Project Management	PM	project-management
Report Designer (JasperSoft Plugin)	RD	reportdesigner
Scribe Integration	SI	scribe
Service Crowd	SC (TBC)	service-crowd
Sign Up	SU	sign-up
System Monitoring	SM	monitoring
Workforce Management	WFM	workforce-management
Zapier Integration	ZI	zapier

This Client ID can be entered into the client ID field, after which a minimum version can be set for it in the field beside it (example: 6.0.0).

Notes

Description	Impact
Under “Clients (legacy API)” the following description is displayed: “Define which clients using the legacy API are allowed to access the specific account. This list is exclusive for all clients using the legacy API.”	This setting does not have any effect on updated clients using the recommended oAuth2 API.
Under the “Clients (OAuth2 API)” the following description is displayed: “Define the allowed IP ranges of client ids. This list is exclusive which means access is only possible for the clients and IP ranges defined here.	In case only one client application is defined here, the access is disabled for all other clients.
Under the “Minimum Client Versions” the following description is displayed: “Define minimum versions required for different clients.	In case a specific client application is not defined here access is allowed for any client application version.