StableN/ASyncedN/A

API Applications with Organisation access

Updated Sep 30, 20263,288 viewsView on usehalo.com

Enable Multi-tenancy so that you can create multiple organizations

Create departments within the organizations. These departments will be assigned to your API Agents.

Create an Agent and enable the setting for "Is API Agent", then assign them access to a department from the correct organization

Go to the customer records that should be part of the organization and ensure they are configured correctly

Create an API application using the agent that has access only to the organizations intended and ensure they do not have the "All: Teams" permission as part of the API application setup