Account Creation in Security Administration

Before you can convert data into EZ Config Default Data, work with your System Administrator (self-hosted/non-Wolters Kluwer hosted users) to create an Account within Security Administration. (Or engage with your Professional Services contact, if using the Wolters Kluwer hosted environment.) This Account may exist as part of a previous integration or you may need to have it created, but it must exist before beginning the conversion of data within EZ Config Default Data.

Once the Account has been created, set up your EZ Config Default Data users.
Note: In order to complete conversion to EZ Config Default Data, at least one user must be assigned to a role that has the OPPSA Conversion permission assigned to it.

Setting User Permissions