Administration

Service Accounts

A service account supports integrations that do not depend on a personal user account. Each service account provisions a bot user scoped to the selected Phrase capabilities (products) and authenticates using the standard OAuth 2.0 client credentials flow, the standard machine-to-machine (M2M) authentication pattern.

Create a Service Account

To create a service account, follow these steps:

  1. From the Dashboard, go to Organizations settings.

    The organization Details page opens.

  2. Click the Service account tab.

    The Service accounts page opens.

  3. Click Create service account.

    The Create service account page opens.

  4. Provide the name and optionally, the Description.

  5. Select at least one Phrase capability this service account will have access to and, optionally, select scopes for each capability from the dropdown. A service account can have access to one or multiple Phrase capabilities.

  6. Click Create.

    The Client ID and Client Secret are displayed.

    Important

    Store the Client Secret securely. It cannot be retrieved again once the window closes.

  7. Click Done to complete the process.

Generate an Access Token

The integration exchanges the Client ID and Client Secret for a short-lived access token:

POST /oauth2/token
grant_type=client_credentials
client_id=<client-id>
client_secret=<client-secret>

Bot Users

Bot users appear in the product user interface with a bot badge and cannot log in. Bot users can:

  • Read and write content.

  • Run analyses.

  • Work with translation memories.

Bot users cannot:

  • Create or modify human users.

  • Create projects.

  • Be assigned as project owners.

Bot users do not count toward seat quotas.

The only way to remove a bot user is to delete its Service Account. To delete a service account, hover over its row to reveal the Open More Menu menu and click Delete.

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