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updates:complyteq-a-new-integration-introduced

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updates:complyteq-a-new-integration-introduced [2022/06/03 11:52]
bartek created
updates:complyteq-a-new-integration-introduced [2022/06/06 12:21] (current)
bartek
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-The **1st step** to make it work is activating this integration in a section ADD-ONS, by inserting 'Client ID'Client secret' in the 'Configurationtab. Both can be obtained from 'ComplyTeq' by sending an email to ...+ 
 +In order to integrate you need to switch the status to ON and insert the **Client ID** and the **Client secret** in a section 'Add-onsof the 'Settingspanel. 
 +[{{ :leon:integrations:complyteqapi1.png?300|the 'Secret' in the 'API Key'}}] 
 +Both **abovementioned credentials** can be **obtained** upon performing the following: 
 + 
 +  - Log in to your ComplyTeq account and go to Dashboard > Company Settings 
 +  - Go to the 'API Keys' section in ComplyTeq 
 +  - Add an API key and copy the **Secret**. This is the **Client secret** used in Leon integration configuration 
 +  - Go to the list of 'API Keys' and edit the newly added 'API Key' 
 +  - In the URL address **Client ID** for **Leon configuration** can be found, e.g: admin.complyteq.com/dashboard/api-keys/**1035d75c-9r77-35e0-s859-f45t3141kffl** 
 +   
 +Insert obtained **Client secret** and **Client ID** in the 'Configuration' of the integration.
  
 {{:leon:settings:add_on.png?nolink|}} {{:leon:settings:add_on.png?nolink|}}
  
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 +
 +[{{ :leon:settings:complyteq2.png?200|ComplyTeq Identification}}]
 +
 +[{{ :leon:settings:complyteq1.png?200|ComplyTeq sending ID to Leon}}]
  
 The **2nd step** is adding PAX to the quote, by click the button {{:leon:settings:button.png?nolink|}} in a tab 'PAX'. The **2nd step** is adding PAX to the quote, by click the button {{:leon:settings:button.png?nolink|}} in a tab 'PAX'.
  
-Leon will show a new window, where PAX details need to be added, such as: Name & Surname, phone number & email address.+Leon will show a new window, where PAX details need to be added, such as: name, surname, phone number & email address.
  
 {{:leon:settings:adding_pax.png?nolink|}} {{:leon:settings:adding_pax.png?nolink|}}
  
 All added contacts will be stored in Leon.  All added contacts will be stored in Leon. 
 +
 +
 +Once PAX data has been sent out, passengers will be asked to submit their ID document, which will show in Leon - submited ID will show in PAX 'DOCUMENTS' section.
 +
  
  
updates/complyteq-a-new-integration-introduced.1654257162.txt.gz · Last modified: 2022/06/03 11:52 by bartek