---
sourceDocument: Brazil Service Exchange
sourceDocumentLink: https://www.servicenow.com/docs/r/service-exchange

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Service Exchange

ft:clusterId :

    - sebrdg

bundleId :

    - sebrdg

workflow :

    - Customer and Industry


---

# Register a consumer

# Register a Service Exchange consumer {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Registering a new consumer in Service Exchange establishes an instance-to-instance integration between a provider and a consumer.

## Before you begin

* Role required: admin
* A provider record must have been created. See [Set up a Service Exchange provider record](https://www.servicenow.com/docs/wmIoo88~QKangouG~61mbA "Set up a new provider record to establish a unique identifier for the Service Exchange for Providers (sn_sb_pro) application.").
* A company or account must exist for the consumer in the provider's instance, and a user or contact with the sn_sb_pro.consumer role must be associated with the company. If this is a production instance, the user must have a valid email address to receive the registration email.
{#service-bridge-v2-onboarding__ul_h5s_phf_txb}

## About this task

Register a new consumer by creating a registration task for the company and instance you want them to connect with. The company contact will receive an email when this registration task is created in a production instance or
any other instance where email sending is enabled. If email sending is not enabled, the provider admin can copy the link from the registration task comments and send it to the consumer admin. The email contains instructions
and a link that allows the consumer to complete the registration process.  
Note:  
When setting up two instances for demonstration purposes, it is vital to ensure that the consumer contact matches the user who is currently logged into the provider instance when attempting to complete the registration from the consumer instance. In the consumer instance, selecting the Connect to Provider option will open an OAUTH page in the provider instance, where the consumer admin must authenticate the OAUTH token. If the contact listed on the registration task does not match the logged-in user, this process will fail.

## Procedure

1. Navigate to AllService Exchange ProviderConsumer Registrations and select New.
2. Enter the following details:  
   * Select the Company associated with the consumer instance being registered.
   * Select the contact details associated with the Company you have selected.  
     Note:  
     This contact must be an admin user in the consumer instance, otherwise the registration process cannot be completed. On the provider instance, only a Service Exchange Consumer role is required.
   * Select the Lock icon on the URL field and enter the URL of the consumer ServiceNow instance.
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3. Select Save.  
   After you save the registration record, the state changes to Awaiting Validation while the pre-onboarding scan suite runs validation checks in the background.  
   The validation state changes to either Open or Validation Failed.
   * If all validation checks pass, the state changes to Open. An email is generated and sent to the consumer contact specified during registration if email sending is enabled. If email sending is not enabled, the admin must copy the link from the work notes and manually send it to the consumer admin. The consumer contact must follow the steps listed in the [Connect to a provider](https://www.servicenow.com/docs/2Kcom9XRSe1dTf30DpZjeA "Complete the registration process to establish a connection to the provider instance.") to complete the registration process on the consumer instance.
   * If any validation checks fail, the state changes to Validation Failed. The registration record displays a validation failed banner indicating that one or more Pre-Onboarding suite checks did not pass with a link to the Health Dashboard. The consumer registration link is not generated until all issues are resolved.
   {#service-bridge-v2-onboarding__ul_j4r_1kp_m3c}
If the state is Validation Failed, you must resolve all issues identified during the pre-onboarding checks.

1. Select the Health Dashboard links validation failed banner at the top of the registration record.
2. Review and resolve all the pre-onboarding scan issues.After all issues are resolved, the state automatically changes to Open and the registration process resumes.

{#service-bridge-v2-onboarding__ol_lh3_jpp_m3c}
* **[Upgrade authorization on a provider instance](https://www.servicenow.com/docs/PHDN1~5_FWeTVgVuKrhbPg)**   
  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.
* **[Off-board a Service Exchange consumer](https://www.servicenow.com/docs/NmS_fJ2nfPX_i8CmcNMAsA)**   
  Off-board an onboarded consumer and remove all related records.

**Related concepts**   

* [Service Exchange Center](https://www.servicenow.com/docs/q~9wZ9MkoMamNP~PEd4diw "The Service Exchange Center enables you to monitor connection health, resolve scan check issues, and add and manage Service Exchange connections from a single dashboard in the Provider Center or Consumer Center applications.")
* [Instance scan checks](https://www.servicenow.com/docs/mntr5RD7Tihi~wA18vco2w "Instance scan checks in Service Exchange proactively identify issues and system inconsistencies, helping administrators maintain system health and reduce downtime. The health dashboard displays findings, errors, and check statuses, helping you quickly identify and resolve problems.")  
**Related tasks**   

* [Connect to a provider](https://www.servicenow.com/docs/2Kcom9XRSe1dTf30DpZjeA "Complete the registration process to establish a connection to the provider instance.")

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