Hello, good afternoon. I am writing on this forum to ask about the operation of service accounts in the portals. When adding a service account, I do not know how to use that account to use said portal, since I do not know how to log in with said accounts, and in fact, if I want to configure their credentials, it tells me that "the waiting time has expired ". Additionally, I would like to know if the portals are accessible to everyone with access to their URL. Thank you so much.
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Hi,Refer to the below documentation to know more about service accounts in portals:https://docs.appian.com/suite/help/23.4/portals-service-accounts.htmlTo answer your question, yes, portals are accessible to everyone with access to their URL.
Hi,
Service accounts are used by system services such as web servers, mail transport agents, databases etc. Services accounts are determined to provide security context on the services we like to run servers. Based on this Appian uses the service account for the Appian portals which doesn't require any user credentials.
Example: Public users can use portals to submit forms, file claims, view documents and information, and more. All without requiring them to log in.
If you want to query data from a record, then you don't need a service account. If you need to start a process, you will need a service account. Just map the service account in the portal configurations and add it in the all users group of your app.
With this, you will be able to start processes. Documentation - docs.appian.com/.../portals-data.html
Service accounts are not meant to be used for "logging in", but only to perform certain API calls from the portal to the Appian backend. Portals are per definition accessible to everyone anonymously.
Hi, if you want to use a!queryRecordType in a portal you do also need a service account that has viewer permission to the records.
As per documentation, the service account gives permissions to the portal to view data and perform actions in Appian. This is the service account that is selected in the Service Access section of the portal object.