Enter the User Credentials for Company Search

Note

Before you enter your credentials, you will need a product licence. The licence is free, but, there is a step required to onboard.

Enter credentials

Once you have a product licence, an admin user may login to SaaS and enter the client user credentials, by following these steps.

1. Navigate to the company search set up page
   

   https://www.insol6.app/en-AU/apps/settings/search/search-settings
   
   Or navigate through the Maintenance Settings on the LHS menu.

   
   
   
2. Under the Search Settings, click "Company Search"
   
   The company search credentials appear.
   
   
   
   
3. Enter the InfoTrack Username and Password
   
   
4. Click "Submit"
   
   
5. Click "Test Connection"
   
   
   
   
6. Refresh the browser
   
   The ‘Company Search’ menu item should now appear as enabled.
   
   

Note

• To grant users access to Company Search Admins may tick the "Organisation Search" role in Maintenance | Users.
  
  
• The Company Search LHS menu is disabled if a user does not have the role added