Accounts#

The "Accounts" tool allows you to create multiple independent areas within the Sherpa AI Server, each of which will have its own chats, chat histories, documents, files, and users, allowing for the isolation of different departments' work within the company. There are no limitations on the number of accounts created in the Sherpa AI Server.

Accounts within the Sherpa AI Server are not users. A separate tool called "Users" is provided to define user rights.

No.	Interface Element	Description
1.	"Create" button	Allows you to create new accounts.
2.	"Refresh" button	Forces a refresh of the "Accounts" table.
3.	"Delete Selected" button	Allows you to delete selected accounts from the Sherpa AI Server. Individual accounts can also be deleted 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	Generates a data file of accounts in CSV format for import into spreadsheets and accounting systems.
5.	"Export to XLSX" button	Generates a data file of accounts in Microsoft Excel (XLSX) format for import into spreadsheets and accounting systems.
6.	"Account Login" column	Unique identifier of the account in the Sherpa AI Server.
7.	"Company" column	Name of the organization for which the account was created.
8.	"Department" column	Name of the division or department of the company.
9.	"First Name" column	First name of the account administrator.
10.	"Last Name" column	Last name of the account administrator.
11.	"Email" column	Email of the account administrator.
12.	"Phone" column	Contact phone of the account administrator.
13.	"Created" column	Date and time the account was created.

Create Account#

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

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

"Local Authentication";
"LDAP Authentication";
"OpenID Authentication".

The new account creation form consists of:

No.	Interface Element	Description
1.	"Local" checkbox	Allows you to set the local authentication option for the account.
1.1	"Account Login" text field	Account login. This field is required.
1.2.	"Password" text field	Account password. This field is required.
2.	"Use LDAP Authentication" checkbox	Allows you to set the account authentication option via LDAP.
2.1	"LDAP Users" field	Allows you to specify an LDAP user using a dropdown list. This authentication option is available if the Sherpa AI Server configuration includes connection details for the LDAP server. This field is available during LDAP authentication.
3.	"Use OpenID Authentication" checkbox	Allows you to set the account authentication option via OpenID.
3.1	"oAuth id" text field	OAuth identifier. This field is required. This field is available during OpenID authentication.
4.	"Company" text field	Name of the company where the account will be created.
5.	"Department" text field	Name of the department/division, workplace.
6.	"Administrator First Name" text field	First name of the account administrator.
7.	"Administrator Last Name" text field	Last name of the account administrator.
8.	"Administrator Email" text field	Email of the account administrator.
9.	"Phone" text field	Phone of the account administrator.
10.	"Can Create Accounts" checkbox	Allows the account to have the right to create other accounts.
11.	"Can Create Partner Accounts" checkbox	Allows the account to have the right to create partner accounts.
12.	"Language" field	Allows you to select the language that will be set as the default for the account. Possible options: Russian; English.

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.