What Neo can do with ELMO
- Look up a staff member’s manager, department, position, location, start date and end date
- Act on an HR change of manager form: read the new manager in ELMO, then update the user’s manager and fields in Microsoft Entra and the SharePoint list you keep for the client
- Find a new starter in ELMO onboarding, and read the details their accounts need
- Create and update ELMO users, and activate or deactivate them
- Read and update departments, locations and positions
One connection per client
ELMO API credentials belong to one ELMO company, so you connect ELMO once for each client that uses it, and the connection belongs to that client’s company in Neo. On a ticket that belongs to a company, the agent reaches only that company’s connection. Otherwise (a chat, a scheduled agent, or a ticket with no company) it names the client it works for, and Neo accepts only a company on your Companies tab.Next steps
Connect ELMO
Get the ELMO API credentials for a client and save them in Neo.
