Upgrade authorization on a provider instance

task brazil Updated Sep 28, 2026 1 min read se-upgrade-authorization-provider.md
Raw file servicenow.com

Upgrade a consumer Service Exchange connection from the Resource Owner Password Credentials (ROPC) OAuth grant type to the client credentials grant type without offboarding or re-onboarding the 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 > Consumers.

  2. Select a consumer 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 Consumer 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.

Parent Topic:Register a Service Exchange consumer

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