Admin Configuration > Agents
3 guides
Agent and User Impersonation
Agent Resource Booking
The article provides a comprehensive guide on configuring the Agent Resource Booking feature in HaloPSA. It includes instructions on setting up booking configurations, ticket type configurations, and usage via the Self-Service Portal. The feature enables technicians to send booking links to customers, allowing them to schedule appointments without email back-and-forth. It details creating booking types, linking booking screens via emails, setting appointment reminders, and managing time zones and team resources. The guide also covers how to cancel appointments and administer user actions for bookings.
Creating API Applications
This article guides users on configuring API applications in the Halo system, including details on API connections and application setup. It covers accessing API configuration for connection details, creating new applications, setting authentication methods (such as Client ID and Secret or static API Key), and using machine identity for application authorization. The guide also includes instructions for assigning roles and permissions to applications to ensure appropriate access control based on principle of least privilege.