The purpose of this article is to outline the steps needed to update third-party integration credentials in Agreement Express. From time to time (eg Experian) integration credentials expire and you will need to update them in order for the scorecard integration to run in AEX.
In AEX: must be a Company Administrator
Third-Party integration provider: must have security permission to update/change passwords
3.1 Accessing Credential Manager in AEX
Click on "Administration" on the top menu bar
3. Identify the live Scorecard(s) you wish to update and click the pencil icon
3.2 Updating credentials
Select Credential Manager
The next screen will display all of the Third Party Integrations this specific scorecard is connected with. Click on the key icon for each Integration to make the required updates.
3. Add the new credentials and click Save.
It’s important to update and replace expired third-party credentials in AEX asap to avoid scorecard disruptions.
Additionally, this needs to be done for all Scorecards you are using the account on.