Upgrade authorization on a consumer instance

task brazil Updated Oct 2, 2026 1 min read se-upgrade-authorization-consumer.md
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Upgrade a provider connection from the Resource Owner Password Credentials (ROPC) OAuth grant type to client credentials without off-boarding and re-onboarding the provider connection.

Before you begin

The provider and consumer instances must be on V2.5.X or later.

Role required: admin

Procedure

  1. Navigate to All > Service Exchange Provider > Providers Connections.

  2. Select a provider connection number to open the record.

  3. Check that Upgrade Auth appears in the form header.

    If the option isn't shown, the connection already uses Client Credentials.

  4. In the Provider page form header, check the Upgrade Auth.

    • The upgrade starts immediately. There is no confirmation dialog.
    • The form reloads when the upgrade completes. This can take a few minutes.

Result

The form displays the message Authorization successfully upgraded to Client Credentials. Outbound status and Inbound status show Active Replication, and the Upgrade Auth option no longer appears in the form header. If a different message appears, see Troubleshooting.

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