To install the ATEB Suitability application in Intelligent Office, please follow this step-by-step guide:
- Log in to Intelligent Office
- Click on 'iO Store' from the 'Advisor Workplace' drop down, located on the top navigation bar of the page
- Locate and click on ATEB suitability (screenshots below)
- Click the 'Install'/'Request App' button*
* This will depend on the user's permissions - please visit https://www.intelligent-office.net/documents/help/new/userguide/Content/iO_Store.htm for more details on user permissions and other key information about iO Store apps).
Please note that it is possible to 'Search' for the application (the location of the ATEB application in the iO store may change), as shown in the screen shot below:
To get started using this app, within ‘Client Actions’ of the chosen client in iO, under ‘iO Store Apps’, click ‘Start Suitability Report’.
This new web page/tab that appears will be in the ATEB Suitability System. The user will be directed to the ‘Are you an existing Ateb Suitability Customer?’ page.
New User - If the user is a new user, the user should select ‘No’. This will lead the user down the path of the registration path (Details of the Registration in the following FAQ article: What is the registration process for ATEB suitability?).
Existing User - If the user is an existing user, the user should select ‘Yes’. This will lead the user to the typical application log-in screen. Please note that the user’s username can be different to that of the iO’s system; the user does not need to purchase a new license to use this facility.
Now the user has successfully logged in/registered to ATEB suitability, the screen asks for the user’s consent to access their Intelliflo data, and displays further information/hyperlinks on what this means. The user must select the button ‘Connect to iO’ to continue the process. If the user clicks on the ‘close box’ on the top right of the information box, the process will be finished and the user won’t be able to progress further.
When ‘Connect to iO’ is selected, the user is redirected to a page where they can decide which permissions the user will access or deny. These permissions are divided into two parts: ‘Personal Information’ and ‘Application Process’. As a default, all possible tick boxes are pre-selected; these are the recommended settings as they ensure the user gets the most benefits from combining both platforms. Once the user selects ‘Yes Allow’, this will redirect the user to the ATEB dashboard. If the user selects ‘Not Allow’ from the permissions form, it will return the user back to the Intelliflo Login Page with the following error message: 'App permissions error'.
Ensure the 'Personal client data' box has been ticked - this must be ticked or there will be not client personal information passing through the integration, which means the client name, address and post code details will not automatically be produced in the reports.
It is suggested that ‘Allow Offline Access’ is ticked. If this option has not been ticked, then the permissions granted from the user will only last one hour; this means the user will have to complete this form every hour (when the permissions expire). If this option has been ticked, the permissions granted will be refreshed and for the user, this means they will only have to complete this form every 30 days.
The setup of the iO/ATEB integration is now complete. Please follow the guide of ‘Using iO/ATEB integration functionality’ to see how this integration can help you create more efficient suitability reports.