How to mark a user as a service account

1. Navigate to the Users module

   

2. Select the user the user you want to update

3. Click on their Type badge

   

4. Select the correct type from the dropdown: Employee, External, Service Account, or Agent.

Use Service Account for non-interactive accounts (shared mailboxes, API accounts, etc.), and Agent for AI or automated agents acting on a user's behalf.

To view only one type at a time, use the Identity type filter above the table and select the type(s) you want to see.