> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting Rise People to Neo

> Create a Confidential OAuth application in Rise, check its scopes and save it in Neo

You connect Rise once at the MSP level, with your own OAuth application in Rise.

## Before you start

* You need a Rise role with the **Manage OAuth applications** permission. The Owner and Admin roles have it.
* Neo acts as the Rise user who creates the application. Rise shows that user only the people and time off they may see, so create the application with an Owner or Admin account, or with a user who has the organization-wide time-off calendar permission. Otherwise dispatch sees only that user's own team.

## 1. Create the application

**1. Open OAuth applications**

In Rise, open **People** > **Settings** > **OAuth applications** and click **Create application**.

**2. Fill it in**

Name it Neo, and choose the **Confidential** client type. Neo does not use a redirect URI.

**3. Check the scopes**

For dispatch around time off, check **time\_off:read** and **employees:read**. Check more only for the jobs you plan:

| Scope | Lets Neo |
| - | - |
| `time_off:read` | Read who is away, time-off requests, balances and the reviews waiting on the user |
| `time_off:write` | File time-off requests and approve or reject reviews |
| `employees:read` | Read employees, their work email, managers, teams and onboarding |
| `employees:write` | Change employees, onboarding and journey events |
| `organization:read` | Read teams, departments, positions and custom fields |
| `employee_compliance:read`, `employee_compliance:write` | Read and change the compliance record (Neo never reads or sends the SIN or SSN on it) |
| `payroll:read`, `payroll:write` | Read and run pay runs |
| `reports:read`, `reports:write` | Run reports, and save custom reports |
| `performance:read`, `performance:write` | Read check-in sentiment and feedback summaries |
| `user:read` | Read the profile of the user Neo acts as |

**4. Copy the client values**

Save the application and copy the **Client ID** and the **Client Secret**. Rise shows the secret once.

## 2. Save it in Neo

**1. Open Integrations**

In the Neo Dashboard, open **Integrations** and find the Rise People card, under HR & Business Apps.

**2. Save the application**

Enter the Client ID, the Client Secret and the **Scopes** you checked, separated by spaces (for example `time_off:read employees:read`), and click **Save settings**. Neo signs in to Rise before saving, so a wrong value, or a scope the application does not have, is rejected straight away.

From then on, AI dispatch reads booked time off from Rise; Round Robin does not. When you add a scope to the application in Rise, add it to the Scopes field in Neo too.

If the secret is rotated or the application is deleted, Neo stops reaching Rise. Save the new Client Secret, or a new application, in Neo.

## 3. Turn Rise People on per agent

The Dispatch Ticket action needs no agent setting. A dispatch agent that uses Get Technician Context needs **Time Off** at Read Only or more to see booked leave. For an agent that answers who is away, works approvals or reads HR data, open the agent, go to the Integrations section, and pick an access profile for the Rise People block, or set each area yourself:

| Area | Notes |
| - | - |
| **Time Off** | Who is away, requests, balances, policies and reviews. |
| **Employees & Organization** | Employees, their work email, managers, teams, departments, positions and onboarding. |
| **Personal & Compliance Details** | The compliance record and emergency contacts. |
| **Payroll** | Pay runs, their errors, employees and instructions, and statements of earnings. |
| **Reports** | Standard and custom reports. |
| **Performance** | Check-in sentiment and feedback summaries. |
| **Account & Rise AI** | The user Neo acts as, and your organization's Rise features. |

Each area can be Disabled, Read Only or Read / Write. See [Rise People API](https://docs.neoagent.io/agents/tools/management/rise-people-api.md) for the profiles.


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