Service accounts are created as Site Administrator accounts in UltiPro and may be accessed from the Site Management Console.

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1 Web Services Service Account Administration Overview Manage access to Web services and their individual methods by creating service accounts. When creating a service account, you provide account details including user name, password, and address. For each Web service, specify which types of methods (Add, Delete, View and/or Edit) the account will be able to access. Once you create a service account, a unique User API Key will be generated for that account. You may distribute the account name, password, address, User API Key, and Customer API Key for the master company to those developers requiring access to Web services. Service accounts are created as Site Administrator accounts in UltiPro and may be accessed from the Site Management Console. To delete a Web service account, access the account from the Site Management Console only. Managing Service Accounts Manage service accounts from the Service Account Administration page. View the Customer API Key for this master company View service account details including status, last login date and time, and User API Key Add or change a service account (see "Adding or Changing a Service Account" on page 2) Activate or suspend service accounts (see "Activating or Suspending Service Accounts" on page 2) Page 1 of 6

2 Adding or Changing a Service Account Add or change a service account from the Add/Change Service Account page. To add or change a service account: 1. From the Service Account Administration page, complete one of the following: To add a service account, select Add. To change a service account, select an account from the list. 2. From the Add/Change Service Account page, enter a user name for the account. The user name must be unique; it cannot be an existing user name in UltiPro. 3. Enter a password for the account. The password policy can be viewed on the Add/Change Service Account page. The password policy is inherited from the site-level policy. 4. Enter an address for the account. 5. For each Web service, select which types of methods (Add, Delete, View, and/or Edit) the account will be able to access. Granting View access allows access to the Find method (if applicable) and Get methods for a Web service. Some methods are not available for certain Web services and cannot be selected. 6. Select Save. The Service Account Administration page appears with the new or modified service account. Activating or Suspending Service Accounts Activate or suspend service accounts from the Service Account Administration page. Service accounts must be activated in order to access Web services. To activate or suspend service accounts: 1. Check the boxes for those service accounts you want to activate or suspend. Page 2 of 6

3 2. From the Actions drop-down list, select either Set active or Set suspended. 3. Select OK. The new service account statuses appear for the selected service accounts. Once an account is suspended, you will not be able to access Ultimate Software's services or log into UltiPro. Submitting an Administrative Case to Access Business Intelligence (BI) The service account does not automatically have access to Business Intelligence (BI). Before this account can access BI via Reports-as-a-Service, you will need to submit an administrative case from the Customer Success Portal to request this. To submit an administrative case to access BI: 1. From your browser, navigate to the Ultimate Software home page (Ultimate Software Home Page 2. Log in to the Customer Success Portal. 3. From the navigation menu, select Cases. The Cases page appears. 4. Select Create a Case. The Submit a New Case page appears. 5. From the drop-down list, select Administrative Case, and then select Next. Page 3 of 6

4 You will only be asked to select a case type if you are a SaaS Focal Contact. Otherwise, you will be unable to select the Administrative Case type. 6. From the drop-down list, select Add a User, and then select Next. 7. Complete the details for the administrative case on the following pages. 8. Select No from the drop-down list for all options in the Administrative Tools, UltiPro Back Office, and UltiPro Web sections. 9. In the Cognos section, select No for Cognos 7 and Yes for Cognos 8, and then select Next. 10. In the Cognos 8 Business Intelligence Role section, select Cognos Role from the drop-down list, and then select Next. The UltiPro Consumer role or UltiPro Author role will work as long as the role has permissions to execute the report being utilized. Access to the UltiPro Author role is used by default unless otherwise directed. 11. In the Cognos 8 Product Access Rights section, select Yes for UltiPro and No for all other options, and then select Next. Page 4 of 6

5 12. In the Cognos 8 UltiPro section, select Yes for the first option (Does the user need to view and execute reports or event agents?) and No for the second option (Does the user need to create or modify reports or events?), and then select Next. A completion message appears. 13. Select Next to submit your case. 14. From the Summary page, review the case information. 15. Select Add Comment to add additional information, as needed. In the Comment field: include instructions requesting the assignment of BI roles to your web services account include the name of your web services account Page 5 of 6

6 16. Scroll to the bottom of the page and select Add New Attachment to add attachments, as needed. Best Practice: Provide as much supporting information about the request as you can to expedite its resolution. 17. Manage your case (once the case is submitted) from the Customer Success Portal. (Support > Cases > Manage Cases). Administrative cases are processed within 48 hours, excluding holidays and weekends. UltiPro is a registered trademark of The Ultimate Software Group, Inc. All other company and product names referenced herein are the trademarks or registered trademarks of their respective holders. No part of this document may be reproduced in any form or by any means or stored in a database or retrieval system without the prior written authorization of The Ultimate Software Group, Inc. Information in this document is subject to change without notice. Page 6 of 6