Neos is an integrated tool that utilizes the convenience of SaaS (Software as a Service) technology.

When users have been created in Staff Profiles, they can log in to Neos using their credentials.

NOTE: To log in to Neos, staff must have the Neos User check box selected in their Staff Profile Tab. Users no longer need Enabled permissions to Directories > Staff Directory.

To access Neos, open your browser and enter the URL: https://app.neos-cloud.com/
NOTE: Whatever tab you currently have open at the time of bookmarking Neos, will display the next time you access that saved bookmark.
Ensure you have the latest version of Google Chrome, Mozilla Firefox, or Microsoft Edge to properly access Neos. Refer to Neos Software Requirements for additional details.
The Neos Sign In screen has changed to better align with password storage websites like LastPass. Your Company ID should be entered first, followed by your Username/Email, then Password. In addition, the right side contains a carousel of product announcements that automatically refresh every 7 seconds.
Enter your staff Neos credentials into the required fields:

Company ID – Contact your firm's Neos Administrator to obtain this information.
Username/Email – Insert your Staff Code or Email Address from your Neos profile.
Password – Insert your password from your Neos profile.

5. Click the Sign In button.

NOTE: For issues logging into Neos after exhausting all troubleshooting steps, contact your firm's IT to check the User Principal Name in Windows Active Directory to ensure your domain is verified.

Staff now have the option to log in to Neos using their Microsoft Office 365 credentials or their Neos credentials. Firm Administrators can choose to have all staff log in to Neos ONLY using their Microsoft 365 account. Refer to Single Sign On settings in Firm Preferences to change this global setting for all users.

Click the Sign in with Microsoft button at the bottom of the login screen. [screenshot]

If you are already logged in to Microsoft, an authentication window will briefly display. You will be immediately logged in to Neos!

NOTE: If your email is associated with another Company ID, you may be prompted to enter it. Click Sign In to sign in to Neos.

If you are logged out from Microsoft, your browser tab will be redirected to Microsoft where you can select or enter your Microsoft 365 email. Click Next and then enter your password and click Sign in. After authentication, you will be returned to Neos and immediately logged in!

NOTE: If your email is associated with another Company ID, you may be prompted to enter it. Click Sign In to sign in to Neos.

NOTE: If you are a new user and an initial password was created for you, Neos will prompt you to choose a new password at your first login. Choose a strong password that contains at least 8 characters containing at least 1 uppercase letter, 1 lowercase letter, and 1 number.

Click the Reset button to continue. Your new password will be saved in the Staff Profile and you will be logged in to Neos.