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Service Accounts ​

Service Accounts let you store reusable credentials and settings for external services that MinuteView integrates with. Many features (Mesh, AI assistants, etc.) rely on these accounts, so configuring them correctly is critical.

Creating a Service Account ​

  1. Go to Console → Service Accounts.
  2. Click New.
  3. Choose a Service Account Type from the list (e.g., OpenAI, Elasticsearch, etc.).
  4. Enter a Name (make it descriptive so you know where it’s used).
  5. Provide the required credentials/parameters for that type.
  6. Click Save.

You can create multiple accounts of the same type. For example, two OpenAI accounts using different models or purposes.

Example ​

  • Name: General Chat AI

    • Type: OpenAI
    • Model: o4-mini (general conversational use)

  • Name: Search Preview AI

    • Type: OpenAI
    • Model: tuned for search summarisation/preview scenarios

Use whichever account best matches the context (general Q&A vs. specialised tasks).

Where Service Accounts Are Used ​

  • Mesh (Search): Requires an Elasticsearch service account for indexing/querying, and an AI account for intelligent query assistance and result processing.
  • PowerShell Editor Autocomplete/Assistant: Needs an AI service account (e.g., OpenAI) for inline help.
  • Automations / Workflows: Nodes or actions that call external APIs often reference a service account rather than raw credentials.

If a MinuteView feature talks to an external system, odds are it needs a Service Account.

Managing Existing Accounts ​

  • Edit: Select an account to update credentials or parameters.
  • Duplicate: Create variants for different use cases (e.g., staging vs production endpoints).
  • Delete: Remove unused accounts (ensure nothing references them before deletion).

Best Practices ​

  • Name Clearly: Include purpose and environment (e.g., OpenAI-GeneralChat-Prod).
  • Least Privilege: Only grant the external service permissions needed for the intended use.
  • Rotate Secrets: Update keys/tokens regularly and after any suspected compromise.
  • Document Usage: Track which workflows/nodes depend on which accounts.

See Also ​

  • Global Settings → Service Account Selection (choosing the AI assistant account)
  • Search Connection (Mesh setup requirements)
  • Automations & Workflow Nodes (where accounts are referenced)

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