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You connect ELMO once for each client that uses it, with two values from that client’s ELMO: a Client ID and a Client Secret.

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1. Get the API credentials from ELMO

1

Make sure the client's ELMO has API access

ELMO turns on API access per ELMO account. If the client’s ELMO has no API management, ask the client’s ELMO account manager to turn it on.
2

Create the API credentials

A Company Admin of the client’s ELMO creates the API credentials in ELMO’s API management. Give the person who creates them a security profile that allows API access management.
3

Copy the two values

Copy the Client ID and the Client Secret shown with them. Keep them for the next step.

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2. Add the credentials in Neo

1

Open Integrations

In the Neo Dashboard, open Integrations → ELMO, under HR & Business Apps.
2

Pick the client

In Customer, choose the client this ELMO company belongs to. The client must be on your Companies tab. For a second client, click Add customer.
3

Save the credentials

Paste the Client ID and the Client Secret, and click Save settings. Neo gets a token from ELMO and reads one user before saving, so a wrong value is rejected straight away.
If a Company Admin deletes or replaces the API credentials in ELMO, save the new ones here. Neo loses access to that client’s ELMO until you do.
ELMO allows each set of credentials about one API request a second, with short bursts of 10, and 5,000 requests a day. Neo sends at most 60 requests a minute for each client and does not count the day’s total, so a busy scheduled agent can still reach ELMO’s daily limit. ELMO then refuses calls until the next day, and the agent reports what it could not do.

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3. Turn ELMO on per agent

1

Open the agent's tools

Open the agent in the Neo Dashboard, go to its Tools & Settings tab and click HR & Business Apps.
2

Pick a preset

Expand the ELMO block and pick one of its Presets, or set each permission group by hand.In every preset, updating a user, an onboarding user or a user’s personal contact details asks a technician. Read Only, Helpdesk and IT Admin keep Personal Contact Details, Employment & Payroll, Leave and Recruitment off. Turn one on only for an agent that needs it.
For a change of manager form, Read Only is enough on the ELMO side. The agent also needs the Microsoft Graph permission groups User Management (to set the manager) and SharePoint & OneDrive (to update the client’s list).