Skip to content

Commit 1cd5f5f

Browse files
committed
add docs for service accounts
1 parent dc6fec8 commit 1cd5f5f

28 files changed

+250
-54
lines changed

docs/basics/acct-team-mgmt-hub.md

+4-3
Original file line numberDiff line numberDiff line change
@@ -1,20 +1,21 @@
11
---
22
id: acct-team-mgmt-hub
3-
title: Account and Team Management
3+
title: Account and Organization Management
44
sidebar_label: Getting Started
55
---
66

7-
The Account area in Sauce Labs provides several options for you to configure your teams, users, and accounts.
7+
The Account area in Sauce Labs provides several options for you to configure your teams, users, and service accounts.
88

99
<div className="box-wrapper" markdown="1">
1010
<div className="box box1 card">
1111
<div className="container">
1212
<h2>Settings and Accounts</h2>
1313
<p>Sauce Labs offers a number of features to set up additional team members who can share your account.</p>
1414
<ul>
15-
<li><a href="/basics/acct-team-mgmt/managing-user-info">Managing Users and Accounts</a></li>
15+
<li><a href="/basics/acct-team-mgmt/managing-user-info">Managing Users</a></li>
1616
<li><a href="/basics/acct-team-mgmt/adding-deleting-teams">Adding and Deleting Teams</a></li>
1717
<li><a href="/basics/acct-team-mgmt/assigning-removing-users-teams">Assigning and Removing Users from Teams</a></li>
18+
<li><a href="/basics/acct-team-mgmt/managing-service-accounts">Managing Service Accounts</a></li>
1819
</ul>
1920
</div>
2021
</div>

docs/basics/acct-team-mgmt/adding-deleting-teams.md

+5
Original file line numberDiff line numberDiff line change
@@ -29,6 +29,11 @@ If you are an organization admin, you can create and delete teams and assign con
2929

3030
## Deleting Teams
3131

32+
:::note
33+
Teams that contain service accounts cannot be deleted. Remove all service accounts before attempting to delete the team.<br/><br/>
34+
However, if a team only contains user accounts, you can delete it by selecting a target team to which the users will be reassigned.
35+
:::
36+
3237
1. On Sauce Labs, click **ACCOUNT** and then click **Organization Management**.
3338
2. On the **TEAMS** tab, select the checkbox of the team or teams you want to delete.
3439
3. Next to **TEAMS SELECTED**, in the **Action** dropdown, click **Delete team**.
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,149 @@
1+
---
2+
id: managing-service-accounts
3+
title: Managing Service Accounts
4+
sidebar_label: Managing Service Accounts
5+
---
6+
7+
import useBaseUrl from '@docusaurus/useBaseUrl';
8+
import Tabs from '@theme/Tabs';
9+
import TabItem from '@theme/TabItem';
10+
11+
<p><span className="sauceGreen">Paid Plans Only</span></p>
12+
13+
:::note
14+
Service accounts are available only on paid plans. Free trial accounts cannot create service accounts.
15+
:::
16+
17+
## Overview
18+
19+
Service accounts are non-human accounts designed for automated processes such as CI/CD pipelines and integrations.
20+
21+
:::tip
22+
Throughout this documentation, non-human accounts will always be referred to as **service accounts**. In contrast, accounts associated with individual users and linked to an email address will be referred to as **users** or **user accounts**.
23+
:::
24+
25+
Service accounts can be managed by any team administrator in their active team or any organization administrator.
26+
27+
Unlike user accounts, service accounts:
28+
29+
- Are not tied to a specific user and remain functional even if the creator is deleted.
30+
- Cannot switch teams after creation.
31+
32+
Key characteristics:
33+
34+
- **No UI or SAML SSO Sign-In:** Service accounts cannot log in to the Sauce Labs UI or via SAML Single Sign-On.
35+
- **No Email Notifications:** They do not have an email address and will not receive notifications.
36+
- **Credentials for Automation:** They use a username and access key for API access and running tests as user accounts.
37+
- **Team Assignment:** Once created, a service account is tied to a specific team and cannot be reassigned.
38+
- **Limited Permissions:** Service accounts have limited permissions compared to user accounts, amongst others they **cannot**:
39+
- manage teams and accounts ([Accounts API](/dev/api/accounts/))
40+
- manage tunnels with Sauce Trusted Connection ([Sauce Connect API](/dev/api/connect/), [SC CLI 4](/dev/cli/sauce-connect-proxy), [SC CLI 5](/dev/cli/sauce-connect-5))
41+
- manage private real devices ([Private Real Device API](/dev/api/rdc/#private-real-device-management))
42+
- use the [API Testing API](/dev/api/api-testing/)
43+
- submit a crash in the [Crash/Error Reporting](/dev/api/error-reporting/)
44+
- use the [Sauce Orchestrate](/orchestrate)
45+
- use the [Virtual USB CLI](/dev/cli/virtual-usb/)
46+
47+
## Creating a Service Account
48+
49+
### As a Team Administrator
50+
51+
1. Click the **Account icon** <img src={useBaseUrl('img/basics/acct-team-mgmt/service-accounts/account-icon.png')} alt="Account Icon" /> in the top-right corner and select **Team management**.
52+
2. Navigate to the **Service Accounts** tab.
53+
3. Click **+ New Service Account**.
54+
4. Enter a **Display name** and verify the **Assigned Team**:
55+
- The username is auto-generated based on the display name.
56+
- You can update the display name later, but the username remains fixed.
57+
- The service account is automatically assigned to your active team and cannot be reassigned later.
58+
<img src={useBaseUrl('img/basics/acct-team-mgmt/service-accounts/creation-modal-team-admin-step-1.png')} alt="Service Account Creation - Step 1"/>
59+
5. Copy and securely store the username and the access key.
60+
- **Important:** The access key is available only during this step and cannot be retrieved later.
61+
<img src={useBaseUrl('img/basics/acct-team-mgmt/service-accounts/creation-modal-team-admin-step-2.png')} alt="Service Account Creation - Step 2"/>
62+
63+
### As an Organization Administrator
64+
65+
1. Click the **Account icon** <img src={useBaseUrl('img/basics/acct-team-mgmt/service-accounts/account-icon.png')} alt="Account Icon"/> in the top-right corner and select **Organization management**.
66+
2. Click the **Service Accounts** tab to manage all service accounts across your entire organization.
67+
- Alternatively, to manage service accounts for a specific team, select that team from the **Teams** tab and then click the **Service Accounts** tab.
68+
3. Click **+ New Service Account**.
69+
4. Enter a **Display name** and choose the appropriate **Assigned Team**:
70+
- The username is auto-generated based on the display name.
71+
- You can update the display name later, but the username remains fixed.
72+
- When managing service accounts at the organization level, you can assign the account to any team but it cannot be reassigned later.
73+
<img src={useBaseUrl('img/basics/acct-team-mgmt/service-accounts/creation-modal-org-admin-step-1.png')} alt="Service Account Creation - Step 1"/>
74+
5. Copy and securely store the username and the access key.
75+
- **Important:** The access key is available only during this step and cannot be retrieved later.
76+
<img src={useBaseUrl('img/basics/acct-team-mgmt/service-accounts/creation-modal-org-admin-step-2.png')} alt="Service Account Creation - Step 2"/>
77+
78+
## Managing Service Accounts
79+
80+
### Accessing the Service Account Details View
81+
82+
- **Team Administrators:** Can manage service accounts only in their active team. Use [the team assignment dropdown list](/basics/acct-team-mgmt/switching-active-team) to switch teams.
83+
- **Organization Administrators:** Can manage service accounts across any team.
84+
85+
#### As a Team Administrator
86+
87+
1. Click the **Account icon** <img src={useBaseUrl('img/basics/acct-team-mgmt/service-accounts/account-icon.png')} alt="Account Icon" /> in the top-right corner and select **Team management**.
88+
2. Click the **Service Account** tab.
89+
3. Click on the username of the service account you want to manage.
90+
91+
#### As an Organization Administrator
92+
93+
1. Click the **Account icon** <img src={useBaseUrl('img/basics/acct-team-mgmt/service-accounts/account-icon.png')} alt="Account Icon"/> in the top-right corner and select **Organization management**.
94+
2. Click the **Service Accounts** tab to manage all service accounts across your entire organization.
95+
- Alternatively, to manage service accounts for a specific team, select that team from the **Teams** tab and then click the **Service Accounts**
96+
3. Click on the username of the service account you want to manage.
97+
98+
### Deleting a Service Account
99+
100+
1. Open the [service account details view](#accessing-the-service-account-details-view).
101+
2. Click the delete button.
102+
<br/><img src={useBaseUrl('img/basics/acct-team-mgmt/service-accounts/delete-button.png')} alt="Delete button"/>
103+
3. Confirm the deletion.
104+
105+
### Deleting Service Accounts in Bulk
106+
107+
1. Open the [service account details view](#accessing-the-service-account-details-view).
108+
2. Select the checkboxes next to the service accounts you want to delete.
109+
3. From the dropdown menu, choose **Delete service accounts**.
110+
<br/><img src={useBaseUrl('img/basics/acct-team-mgmt/service-accounts/delete-service-accounts-dropdown.png')} alt="Delete service accounts dropdown"/>
111+
112+
### Resetting the Access Key
113+
114+
1. Open the [service account details view](#accessing-the-service-account-details-view).
115+
2. Click the reset access key button.
116+
<br/><img src={useBaseUrl('img/basics/acct-team-mgmt/service-accounts/reset-access-key-button.png')} alt="Reset access key button"/>
117+
3. Confirm the reset action.
118+
4. Copy and securely store the new access key.
119+
- **Important:** The access key is available only during this step and cannot be retrieved later.
120+
<img src={useBaseUrl('img/basics/acct-team-mgmt/service-accounts/reset-access-key-step-2.png')} alt="Reset access key - Step 2"/>
121+
122+
### Updating the Display Name
123+
124+
1. Open the [service account details view](#accessing-the-service-account-details-view).
125+
2. Edit the display name field.
126+
<br/><img src={useBaseUrl('img/basics/acct-team-mgmt/service-accounts/update-display-name.png')} alt="Update display name"/>
127+
3. Click the **Update** to save your changes.
128+
<br/><img src={useBaseUrl('img/basics/acct-team-mgmt/service-accounts/update-button.png')} alt="Update button"/>
129+
130+
:::note
131+
Changing the display name does not affect the auto-generated username.
132+
:::
133+
134+
## Running Tests as a Service Account
135+
136+
You can run tests as a service account in the same way you would with a user account - use the service account's username and access key.
137+
138+
### Viewing Test Results
139+
140+
Jobs run by service accounts are displayed on the [Automated Test Results page](/test-results/viewing-test-results/#automated-test-results). The visibility and permissions for jobs and builds run by service accounts are the same as those for user accounts:
141+
142+
- **When "Job Visibility Across Teams" is enabled** in the [Organization Security Settings](/basics/acct-team-mgmt/org-settings/#security-settings):
143+
Users and service accounts across all teams in your organization can view jobs and builds from any team.
144+
- **When "Job Visibility Across Teams" is disabled:**
145+
Users and service accounts can only view jobs and builds associated with their active team.
146+
147+
### Using Sauce Connect Proxy with a Service Account
148+
149+
If you plan to run tests through a [Sauce Connect Proxy tunnel](/secure-connections/), be mindful of tunnel sharing options. Service accounts cannot create or manage tunnels, so you must use a tunnel that has been shared with the service account’s assigned team. For detailed configuration instructions, refer to the [shared tunnels section](/secure-connections/sauce-connect-5/operation/overview/#shared-tunnels).

docs/basics/acct-team-mgmt/managing-user-info.md

+5-5
Original file line numberDiff line numberDiff line change
@@ -96,11 +96,11 @@ Regenerating your access key will update the access key throughout your configur
9696

9797
## User Roles
9898

99-
| Role | Permissions |
100-
| ------------------ |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|
101-
| Organization Admin | <ul><li>Create and delete teams, and move teams within an organization</li><li>Manage Organization Settings</li><li>Manage users across the organization:<ul><li>Add and deactivate users</li><li>Reset user passwords</li><li>Change email addresses and names</li><li>Assign user roles</li><li>Move users between teams</li><li>View user activity</li></ul></li><li>Set concurrency allocation for teams</li><li>Sauce Connect Proxy tunnels: <ul><li>Create tunnels for users across the organization to share</li><li>Limit access to shared tunnels</li><li>Stop any and all tunnels</li></ul></li><li>View all jobs in the organization</li><li>Modify Real Device App Settings</li></ul> |
102-
| Team Admin | <ul><li>Only a user assigned to a team can become a team admin</li><li>Manage the team and users on the team</li><li>View team usage and users assigned to the team</li><li>Sauce Connect Proxy Team tunnels: <ul><li>View shared tunnels and non-shared tunnels created by team members</li><li>Start shared tunnels</li><li>Stop tunnels they have started</li></ul></li><li>Manage users on the team:<ul><li>Reset user passwords</li><li>Change email addresses and names</li><li>Move users between their team and the list of users who are not assigned to any team</li><li>View user activity</li></ul></li><li>View jobs that were run by team members</li><li>View jobs that were run by members of other teams</li><li>Modify Real Device App Settings</li></ul> |
103-
| Team Member | <ul><li>Edit personal information such as name, password, and email address</li><li>View jobs that were run by other team members</li><li>View jobs that were run by members of other teams in the organization</li><li>Sauce Connect Proxy tunnels: <ul><li>Start tunnels for individual use or to be shared with other team members</li><li>Stop tunnels they have started</li></ul></li></ul> |
99+
| Role | Permissions |
100+
| ------------------ | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
101+
| Organization Admin | <ul><li>Create and delete teams, and move teams in an organization</li><li>Manage Organization Settings</li><li>Manage users across the organization:<ul><li>Add and deactivate users</li><li>Reset user passwords</li><li>Change email addresses and names</li><li>Assign user roles</li><li>Move users between teams</li><li>View user activity</li></ul></li><li>Manage service accounts across the organization</li><li>Set concurrency allocation for teams</li><li>Sauce Connect Proxy tunnels: <ul><li>Create tunnels for users across the organization to share</li><li>Limit access to shared tunnels</li><li>Stop any and all tunnels</li></ul></li><li>View all jobs in the organization</li><li>Modify Real Device App Settings</li></ul> |
102+
| Team Admin | <ul><li>Only a user assigned to a team can become a team admin</li><li>Manage the team</li><li>View team usage and users assigned to the team</li><li>Sauce Connect Proxy Team tunnels: <ul><li>View shared tunnels and non-shared tunnels created by team members</li><li>Start shared tunnels</li><li>Stop tunnels they have started</li></ul></li><li>Manage users on the team:<ul><li>Reset user passwords</li><li>Change email addresses and names</li><li>Move users between their team and the list of users who are not assigned to any team</li><li>View user activity</li></ul></li><li>Manage service accounts in the team</li><li>View jobs that were run by team members (users and service accounts)</li><li>View jobs that were run by members of other teams (if the [Job Visibility Across Teams](/basics/acct-team-mgmt/org-settings/#security-settings) is enabled)</li><li>Modify Real Device App Settings</li></ul> |
103+
| Team Member | <ul><li>Edit personal information such as name, password, and email address</li><li>View jobs that were run by other team members (users and service accounts)</li><li>View jobs that were run by members of other teams in the organization (if the [Job Visibility Across Teams](/basics/acct-team-mgmt/org-settings/#security-settings) is enabled)</li><li>Sauce Connect Proxy tunnels: <ul><li>Start tunnels for individual use or to be shared with other team members</li><li>Stop tunnels they have started</li></ul></li></ul> |
104104

105105
In every organization, multiple Organization Admins and/or Team Admins can exist. However, users can only be part of one organization.
106106

0 commit comments

Comments
 (0)