Review agents and installed apps
Agents and installed apps are Account principals, but they are not people and do not receive human product seats. Use their separate Directory collections to review who or what can act in the selected Account.
Review agents
Open Directory → Agents. Search by username, review status and creation date, or open an Agent's details.
An Account Agent is used only when an integration explicitly provisions and connects one. A normal human OAuth connection continues to act as the signed-in Account member; it does not silently become an Agent.
Create an Agent in Admin
An Account owner can create an Agent from Directory → Agents.
- Select Create agent.
- Enter a Username with lowercase letters, numbers, and single hyphens.
- Select Create.
Admin opens the new Agent detail page after creation. Confirm its username and status. If the username already exists, choose another username and retry. Use Cancel before submission if you do not want to create the Agent.
This action creates the Agent record. Configuring a runtime you provide to authenticate as an installed app is a separate procedure below.
Review installed apps
Open Directory → Installed apps. Review each app's Account role and status, then open its details. Owners can edit another principal's profile and role or select Remove to revoke its Account access. Removal requires confirmation.
Installed apps are distinct from the products available under Products → Apps. Follow Manage product access when you need to review a person's access to a Socra product.
To provision an identity for an agent you run, follow Create an agent with its own identity. That procedure creates an installed app, which appears in this collection.