Accounts and Providers

Multiple actions can be performed while on both accounts and providers tables:

• Click  or under the active column to inactivate or activate specific account/provider (Can only be inactivated if not is use)
• Click under the actions column to copy the specific account and property values
• Click under the actions column to delete the specific account/provider
• Click in the top left while on the accounts table to view and manage different account providers
• Click in the top left to return to the accounts table from the providers table

To create a new account or provider, select the create button: To edit an existing Instance, click on the account or provider’s name within the table. Editing an account will open a popup: Enter values for the fields as described in the table below. Click the Save button to save the changes and exit the popup. 

Field Name	Required	Description
Name	Yes	Long display name for the Instance.
Code	Yes	Short name for the Instance.
Provider	Yes	Provider for which the account is created.
Description	No	A description of the Instance.
Active	Yes	Whether or not the Instance is active in the system. Defaults to “Yes”. (Cannot be inactivated if instance is in use)
Properties	No	If the selected provider has any properties defined, then you must set up values for those properties based on the property key definition.

Editing a provider will open a new page: Enter values for the fields as described in the table below. Click the Save button to save the changes. Select the Return to Providers button in the top right to return to the providers table:

Field Name	Required	Description
Name	Yes	Name for the account provider
Vendor Name	Yes	Vendor like Amazon, Oracle, Microsoft, Google etc
Description	No	A description of the provider.
Active	Yes	Whether or not the Provider is active in the system. Defaults to “Yes”. (Cannot be inactivated if in use by an account)
Properties	No	Setup one or more property key definitions for the provider which will be used for every account created for this provider.

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Creating New Properties

• New properties cannot be added for the out-of-box default providers. New properties can only be added for the custom providers.  
• Click  to add new custom property for the custom provider property set
• Code is required on all property key definitions
• When adding and saving new property to the custom account provider property set,
  • If the custom account provider already has one or more accounts existing
    • New property will NOT be added to the existing account automatically. It will be added for update when editing the account. 
  • If the custom account provider does not have any accounts
    • New property will be added to the account when it is created.

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Editing Existing Property

• The out-of-box default properties for the providers will always be read-only.
• Only custom property key definitions can be updated.  
• Properties updated on the account provider property set will be synced up for any existing account only when the respective account is edited. 
• Click  or under the active column to inactivate or activate custom properties
• Click and Drag under the sort column to set custom order of properties (will be same order when editing account)
• Click under the actions column to remove the specific property from the provider