Service Accounts

What it is

A service account holds everything that belongs to a company in Caramelo AI: its projects, team, subscription and billing. The same user can have access to several accounts, for example their own company’s and one for a client they work for.

The Service Accounts screen is the first one you see after logging in. That’s where you choose which account you’ll work in.

1. When to use

• Right after logging in, to choose the account you’ll work in;
• When you serve more than one company and need to switch between them;
• When you need to create a new account for a client or another business.

2. Opening an account

Under Your Accounts, each account shows up as a card with its name.

1. Find the card of the account you want to use.
   • If you have more than 4 accounts, a search field appears above the cards. Type part of the name to filter the list.
2. Click the card.
3. The platform opens the account screen, with its projects. That screen is explained in the Projects guide.

💡 Tip: if you have access to several accounts, check the name on the card before opening it. That way you won’t change the projects of the wrong account.

3. Creating an account

1. On the Service Accounts screen, click Add Account, next to Your Accounts.
2. Under Name, type the account name.
3. Click Create account.

You go back to the list, and the new account already shows up as another card.

4. Switching accounts

You don’t need to log out. Click your name in the top right corner and choose Service Accounts. The list shows up again and you open the other account from its card.

⚠️ Deactivated account: a blocked or canceled account shows up in the list with a block icon or an X instead of the building icon, and it doesn’t open. When you click it, the platform shows the notice “Conta de serviço desativada.” (Service account deactivated). To find out why and reactivate it, talk to the account administrator or to Caramelo AI support.

5. Frequently asked questions