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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Update settings for authorized users

As a provider, you can configure the settings for Authorized Users who have been created on the consumer's instance.

Before you begin

Role required: admin

Procedure

  1. Navigate to All > Service Exchange Provider > Consumers.

  2. Open the appropriate Consumer Connection form.

  3. Under the Related Links, click the Settings tab and open the record displayed.

  4. Click the Authorized Users tab.

    • Max authorized users: This field is available only if the Restrict authorized users flag has been enabled. Specify the maximum number authorized users that can be defined on the consumer's instance.
    • Restrict authorized users: Select the check box if you want restrict the number of authorized users on the consumer's instance.
    • Auto approve authorized users: If this check box is selected, authorized users created on the consumer instance are automatically approved.
    • Click Update.

    Note: You can view the settings defined in the Remote Record Producers and Remote Task Definitions tabs but cannot modify them.

Parent Topic:Using Service Exchange for providers