In order to set up an integration in Clearstream you will need to be either an Admin User or the Owner of your Clearstream account. Users with Editor permissions will not be able to set up or edit any integration.

Along with that, you will need to have certain privileges in CCB. In CCB you need to either:

  • Be the Master Admin.
  • Have the Edit System-wide Settings Admin Privilege enabled on your CCB profile.

Once you have those permissions, you are ready to setup the integration by creating an API User in CCB.

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