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.

   Your end users will see the server account name when it is used to create or handle transactions.
5. 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 server account you want to edit, the Edit server account page opens.
4. Make the intended changes.

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

4. 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 server account you want to edit, the Edit server account page opens.
   
4. Click Renew, and then click Yes to confirm.