Co-Managed
2 guides
Add an external agent to Halo and restrict their access
This article guides users on adding an external agent to the Halo system while restricting their access. The process involves setting up new departments and teams specifically for external agents, configuring their roles with limited permissions, assigning them to designated teams, and ensuring they only access their associated client's information. It provides a detailed step-by-step approach to ensure external agents can update tickets without broader system access, including setting up ticket type and client restrictions.
Co-Managed IT
The article outlines a Co-Managed IT model where a business’s internal IT team collaborates with an MSP for IT management using the HaloPSA system. It explains how to set up co-managed agents with restricted access to the system, ensuring they can only view data related to specific customers while maintaining privacy for other clients. The guide includes detailed instructions on configuring agent roles, assigning tickets, restricting module access, and managing ticket visibility. Co-managed agents can interact with agents assigned similar roles, facilitating a focused collaboration on shared customer needs while preserving data integrity across the system.