In order to use the iPLATO toolbar integration you must ensure the following steps are conducted, this includes updating individual user settings.

Activating the Partner API

Click on the EMIS logo and select System Tools>EMAS manager

Select the Partner API Tab

Look for iPlato on the left hand of the screen.
If active, it will have a green tick next to the name

If it is not active, please select it then click Activate Application in the top left corner of EMIS.

Configuring users who will access the iPLATO Toolbar

At the top of the screen, select Edit Users
Tick each user who will need access to the toolbar, you will also need to add this to your onboarding process for new joiners
Important – EMIS web will ask for a password. You do not need to note this down or pass it on to any user
Once completed, press OK

The select Login Access, at the top of the screen
You will need to tick Auto Login and Allow Login for all users who need access.
Once completed press OK
Toolbar will now auto login and load for those users

Users will struggle to use the toolbar if either of the two steps above have not been completed.

EMIS pop-up on first use

When a users uses the iPLATO Toolbar for the first time with EMIS, a pop-up will appear (shown below) for each user

Enter your EMIS username and Password (if you don't know your username please contact your practice manager)

Important – you will only need to do this once

Troubleshooting

The given key was not present in the dictionary

If a user sees this pop up it means that one of the steps above has not been ticked for them. Head to EMAS Manager and confirm that they have been ticked for Edit Users and Login Access.

Set Auto Logon