Occasionally, you will need to update your Data Broker/Skyline, or Black Diamond, credentials in Engage so that the data we receive is uninterrupted. Here are the steps that, as a System Administrator, you can follow to make this update.

1. Click Settings > Advanced Settings > Customization>Solutions
2. In the Power Apps window that opens, select the ... More commands> Switch to classic
3. Choose the SalenticaSkyline record

   

4. Under number 3. Data Broker, click Data Mappings

   

5. If not already there, click Credentials
6. Add your Engage URL, User Email, and New Password
7. Click Test Credentials

   

8. Click Save

If you are using other Data Broker integrations, like Black Diamond, this is where you also will enter your Black Diamond (Orion, Tamarac, DST, etc.) credentials so that we can pull data from your Portfolio Management System:

If you receive this error message, you likely need to upgrade to the latest version of Data Broker/Skyline authentication, OAuth. Please enter a case with our Support Team for assistance.