System Accounts

This article outlines what a system account is and how to create one.

What is a system account?

The system account is the window to the Happeo API. An API key is connected to the system account which is then able to perform actions in the platform. The system account does not consume a seat, so no additional costs are involved (aside from API access itself).

A system account acts like a standard user in Happeo. For instance, you can use a system account to add Admin rights to access user seating or to provide posting permissions to Channels.

To make use of the system account, you will need to give it the appropriate access to a Channel with posting rights for it to perform the automation. 

The option to create a system account is part of the API add-on. This add-on only becomes available after we’ve activated the API for your environment, which comes at an additional cost. You can reach out to your CSM for more information. 

How to create a system account

As an Admin, to create a system account you can:

1. Navigate to the Admin Settings (by clicking your avatar and selecting Admin Settings)
2. Click User Management
3. Click System Accounts
4. Select Create new system account
5. Type the name of your new system account
6. Select the user role
   1. Normal
   2. Admin
7. Click Create system account

Troubleshooting

I can’t see the System Account tab in User Management

This may be because the option to create a system account is not available for your current package. Please reach out to your CSM for further assistance.