Navigating the Neos Integrations page is now even easier. Quickly view the list of integrations that your firm currently has enabled and which are available to be activated. The Integrations tab keeps your current position/selection while the tab is open and you have navigated elsewhere in Neos.
NOTE: You must have at least Enabled access to General > Interfaces.
To access Integrations:
Click Settings from the left navigation pane and select the Integrations button (within the Miscellaneous) section.
A Settings – Integrations tab will open in Neos showing two tabs: Live and Available.
Each tab will be expanded by default, showing the number of currently active integrations (Live) and inactive (Available) integrations. The collapsed view is shown below.
Click the up or down arrow to collapse or expand each group. The selected integration will be highlighted.
