Integrations FAQs

Updated 6 months ago by Leigh Hutchens

Q: An integration creates our employees. How can we prevent local managers from adding employees manually, but allow them to for example add agreements?

A: Yes, using permissions.

By selecting view only for People, new users can't be added. People agreements would allow administration of agreement templates. People details allows for administration of personal details, such as address and email address. You can't disable/enable specific fields to be editable.

Q: Will our current integrations be affected when upgrading to Neo?

A: The short answer is no. However, if you would like to take advantage of the new possibilities to add roles and group memberships via integration you might need to make minor adjustments. If you currently use Budget and Forecast in Classic and would like to use Neo Forecast, where you can for example forecast on a 15 minute level, you will need a new integration to the REST API.


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