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Brokercloud - Integration

The link with Brokercloud is active can be used from today. The link can be made very easily between Brokercloud and TelSmart, for this you just need a login and password for our Flexy mobile or desktop application and the link can be made.

Configuration​

Brokercloud portal​

Step 1: Go to the brokercloud portal to log in, in order to create the link with TelSmart.

Clients should log in with their user credentials at brokercloud. 

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Step 2: Once logged into the brokercloud portal, you will see the following home page.

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Step 2.1: To create the link you need to press your initials at the top right and choose settings.

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Step 3: Under settings, under the user tab, choose TelSmart.

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Step 3.1: After this, click set integration.

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Step 4: You will be redirected to the next page. Here it is going to retrieve the data of the user logged in to MyTelSmart on this computer. If you see a user listed here that is not your user please go to: portal.telsmart.eu and login the user. After this you will be able to choose your own login at Step 4.1.

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Step 4.1: If you are not logged in to the MyTelSmart portal you will get the pop-up below to log in now with your user credentials from Flexy Mobile or Flexy Desktop**.**

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Step 5: Once the link is made you will get the calls in on the brokercloud portal**.**