A server account is considered the digital identity of an application. A server account can be a creator or a recipient of a transaction, and can be used for automated tasks like opening and signing a transaction, and checking participant status.

To be able to set up an application you must first have a server account, an applicable user agreement and a user group.

Add a server account

Steps

1. Click Applications in the top navigation bar.
2. Click Server accounts in the drop-down.
3. Click New.

4. Fill in the preferred name of the server account. If unsure, use “Service account”.

   The end users will see the server account name when it is used to create or handle transactions.
5. Fill in an email address.
   If unsure use a standard contact email address of the organisation, or a no-reply organisation address.
6. Click Create.

Edit a server account

Steps

1. Click Applications in the top navigation bar.
2. Click Server accounts in the drop-down.
3. Click the Added or System tab.
4. Click the server account you want to edit, the Edit server account page opens.
5. Make the intended changes.

6. Click Update.

Delete a server account

Steps

1. Click Applications in the top navigation bar.
2. Click Server accounts in the drop-down.
3. Click the Added tab, if not preselected.

4. Click the server account you want to delete, the Edit server account page opens.

5. Click Delete, and then click Yes to confirm.

Renew a server account certificate

The certificate of a server account needs to be renewed before it expires. If not, the application it is connected to will not function properly. Read more here.

Steps

1. Click Applications in the top navigation bar.
2. Click Server accounts in the drop-down.
3. Click the Added or System tab.
4. Click the server account you want to edit, the Edit server account page opens.
   
5. Click Renew, and then click Yes to confirm.

Download a server account

It is possible to download a server account for backup. The file contains general information about the server account and the server account’s certificate, that is, the keystore.

Steps

1. Click Applications in the top navigation bar.
2. Click Server accounts in the drop-down.
3. Click the Added or System tab.
4. Click the server account you want to download, the Edit server account page opens.
5. Click Download.
6. Save the .xml file where you can find it later.

Restore a server account

Steps

1. Click Applications in the top navigation bar.
2. Click Server accounts in the drop-down.
3. Click the Added or System tab.
4. Click the server account you want to restore, the Edit server account page opens.
5. Click Upload.
6. Click Browse to select the .xml-file.
7. Browse for the .xml file and click Open (or similar, depending on your computer settings).
8. Click Start upload.