Accounts#

The Accounts screen allows you to create multiple independent areas within Sherpa AI Server, each of which will have its own Chats, Chat Audit Logs, Documents, Users, allowing different departments of the company to work in isolation from each other.

There are no restrictions on the number of Accounts created in Sherpa AI Server.

Accounts within Sherpa AI Server are not Users. A separate tool "Users" is provided to define User rights.

No.	Interface Element	Description
1.	"Create" button	Opens the form to create a new Account.
2.	"Refresh" button	Refreshes the list of Accounts in the table.
3.	"Delete Selected" button	Allows you to delete selected Accounts from Sherpa AI Server. You can also delete individual Accounts by clicking the button in the corresponding row of the "Accounts" table. A confirmation window appears when deleting an Account.
4.	"Export to CSV" button	Allows you to export the list of Accounts to a CSV file.
5.	"Export to XLSX" button	Allows you to export the list of Accounts to an XLSX file.
6.	Accounts table	Displays the list of accounts registered in the system.
6.1.	Selection checkbox	Allows you to select one or more Accounts for group actions.
6.2.	"Account Login" column	Displays the Account login.
6.3.	"Company" column	Displays the company to which the Account belongs.
6.4.	"Department" column	Displays the division or department of the User with this Account.
6.5.	"First Name" column	Displays the first name of the User with this Account.
6.6.	"Last Name" column	Displays the last name of the User with this Account.
6.7.	"Email" column	Displays the email address of the User with this Account.
6.8.	"Phone" column	Displays the phone number of the User with this Account, if provided.
6.9.	"Created" column	Displays the date and time the Account was created.
6.10.	Edit button	Allows you to open the selected Account for viewing or editing data.
6.11.	Delete button	Allows you to delete a specific Account from the table.
7.	Bottom panel of the table	Contains controls for the number of rows and page navigation.
7.1.		Allows you to select the number of Accounts displayed on one page.
7.2.		Shows the range of displayed Accounts and the total number of records.
7.3.		Allows you to navigate between pages of the Accounts table.

Create Account#

To create a new account, you need to click the "Create" button in the "Accounts" table and fill out the opened form.

The new Account creation form offers three authentication options, from which you can select the desired one by setting the flag:

"Local";
"Use LDAP authentication";
"Use OpenID authentication".

Local Authentication#

No.	Interface Element	Description
1.	"Account Login" text field	This is a required field for entering the Account login, which will be used for local authorization.
2.	"Password" text field	This is a required field for entering the Account password during local authentication.
3.	"Company" text field	Intended for specifying the company to which the Account belongs.
4.	"Department" text field	Intended for specifying the department or division of the User with this Account.
5.	"Administrator First Name" text field	Intended for entering the first name of the Account administrator.
6.	"Administrator Last Name" text field	Intended for entering the last name of the Account administrator.
7.	"Administrator Email" text field	Email address of the Account administrator.
8.	"Phone" text field	Contact phone number of the Account administrator.
9.	"Can create user accounts" checkbox	Determines whether this Account can create User accounts with this Account.
10.	"Copy models and instances" checkbox	Allows copying Models and instances for the created Account.
11.	"Language" field	Allows you to select the language that will be chosen for the Account by default. Possible options: Russian; English.
12.	"Time Zone" field	Allows you to select the time zone of the Account.

LDAP Authentication#

No.	Interface Element	Description
1.	field "LDAP Users"	Required field for selecting or specifying LDAP users associated with the Account.
2.	field "Company"	Intended for specifying the company to which the Account belongs.
3.	field "Department"	Intended for specifying the department or division of the User with this Account.
4.	field "Administrator Name"	Intended for entering the name of the Account administrator.
5.	field "Administrator Surname"	Intended for entering the surname of the Account administrator.
6.	field "Administrator Email"	Required field for entering the email of the Account administrator.
7.	text field "Phone"	Contact phone of the Account administrator.
8.	checkbox "Can create user accounts"	Determines whether this Account can create User accounts with this Account.
9.	checkbox "Copy models and instances"	Allows copying Models and instances for the created Account.
10.	field "Language"	Allows selecting the language that will be chosen for the Account by default. Possible options: Russian; English.
11.	field "Time Zone"	Allows selecting the time zone of the Account.

OpenID Authentication#

No.	Interface Element	Description
1.	field "oAuth id"	Required field for specifying the User identifier with this Account or the account in an external OpenID or OAuth provider.
2.	field "Company"	Intended for specifying the company to which the Account belongs.
3.	field "Department"	Intended for specifying the department or division of the User with this Account.
4.	field "Administrator Name"	Intended for entering the name of the Account administrator.
5.	field "Administrator Surname"	Intended for entering the surname of the Account administrator.
6.	field "Administrator Email"	Required field for entering the email of the Account administrator.
7.	text field "Phone"	Intended for entering the contact phone.
8.	checkbox "Can create user accounts"	Determines whether this Account can create User accounts with this Account.
9.	checkbox "Copy models and instances"	Allows copying Models and instances for the created Account.
10.	field "Language"	Allows selecting the language that will be chosen for the Account by default. Possible options: Russian; English.
11.	field "Time Zone"	Allows selecting the time zone of the Account.

Edit Account#

To view and edit the properties of a specific Account, you need to select it from the list and click the button . After that, a form with the Account settings will open, where you can make the necessary changes. There are no new fields in the previously created Account.