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Linked Account definitionAn Account represents one of your customer or user’s connection with a third-party system.
The Accounts section of the StackOne dashboard allows you to view, link, and manage all the tools connected by your customers (or yourself, in the case of sandbox Accounts).
  • See an exhaustive list of every tool linked by your customers.
  • Test the connection with an Account by executing requests and viewing results. The request testing interface helps verify that a connection is working as expected and can assist in debugging issues flagged by your customer.
  • Easily access and copy the Account’s ID.
  • Edit and re-connect one of your customers’ linked Accounts on their behalf.
  • View and manage additional information about each Account.

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Accounts Table

The Accounts Table has the following columns:
ColumnDescription
AccountThe name of the Linked Account
IntegrationThe name of the integration provider
TypeIndicates whether the Account is Production or Test
ConfigThe name of the Integration Config used
StatusThe current status: Active, Suspended, Error, or Expired
ConnectedThe date when the Account was first connected
Each Account row also includes an ellipses menu (⋯) with the following actions:
  • Request Tester – Opens the HTTP Request Tester for that Account.
  • Use in Playground – Loads the Account in the Playground.
  • View Logs – Opens the Logs view filtered specifically to that Account.
  • Suspend – Stops all API requests temporarily while refreshing the token.
  • Convert to Test/Production – Switches the Linked Account type.
  • Edit – Reopens the Link Account flow and pre-populates the forms with existing data.

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Linking Accounts

You can link new Accounts by clicking the “Link Account” button at the top right of the Accounts page. There are three ways to link an Account:
  1. Request Authentication
    Generate a secure URL that can be shared with your customer. The customer uses this link to authenticate the Account themselves using our Hub.
  2. Authenticate Now
    Generate the Hub and input credentials directly into the dashboard to link an Account immediately. This is typically used during integration development or testing, often with sandbox credentials.
  3. Embed the Hub
    The most scalable option - embed StackOne’s Hub directly into your own product, allowing customers to self-authenticate their Accounts seamlessly.

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Account Linking Parameters

  • Required
    • Type: Accounts can either be Production or Test,
      • Test Accounts expire after 3 months and are not billable.
      • Production Accounts remain active indefinitely and are included in billing.
      • This designation (Test or Production) can also be set programmatically when authenticating through the embedded Hub. For example, if you want to ensure that all Accounts linked via your test environment are marked as Test.
    • Origin Owner ID: The UUID that your system uses to identify the customer that you are connecting via StackOne’s Hub. This will be used by your system to identify which customer you should be routing data from or to.
    • Origin Owner Name: This will be the name of the Account shown within the Accounts table.
  • Optional
    • Origin Username: You can save the email address or username of the user responsible for linking the account. This can be referenced on the Account specific page if you ever need to reconnect the Account in future.
    • Mutliple Linked Accounts: If you need to connect multiple Accounts to the same Origin Owner ID for the same integration, set this value == Yes. If it is set == No, we’ll rewrite the old Account with the new Integration if you need to reconnect an existing Account.

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Access

  • Project Users with Basic permissions can only view high-level details about the Accounts.
  • Project Admins can edit, delete, and trigger API requests for any Account linked within that project.