Configure settings on the consumer instance

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • As a consumer, you can configure and define default settings on your instance.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Service Exchange Consumer > Provider Connections.
    2. Click the Number link on the Provider Connections page.
    3. Under the Related Links, click the Settings tab and click New.
    4. In the Settings page, click the Remote Record Producers tab under the Related Links.
    5. Enable the Auto activate remote record producer check box if you want the remote record producers to be automatically activated.
    6. Click the Remote Task Definitions tab.
    7. Enable the Auto activate remote task definition check box if you want the remote task definition to be automatically activated.
    8. 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.
    9. Click Update.