Halo PSA
JM

James McGrath

Created Jun 05, 2025

Halo PSA

2
    c

Halo PSA

45 Steps
1

Click on Configuration

Click on Configuration
2

Click on Teams & Agents

Click on Teams & Agents
3

Click on Agents

Click on Agents
4

Click on New

Click on New
5

Type "CorkAPI" for Username

Type "CorkAPI" for Username
6

Check "Is an API-only Agent"

Check "Is an API-only Agent"
7

Select the appropriate Default Team

Select the appropriate Default Team
8

Select the appropriate Work Hours

Select the appropriate Work Hours
9

Click on Save

Click on Save
10

Click on Roles

Click on Roles
11

Click on New

Click on New
12

Type "CorkAPI" for Role Name

Type "CorkAPI" for Role Name
13

Select the "CorkAPI" agent you just created for Agents that have this Role

Select the "CorkAPI" agent you just created for Agents that have this Role
14

Click on Save

Click on Save
15

Click on Edit

Click on Edit
16

Click on Departments & Teams

Click on Departments & Teams
17

Click on Departments > Add

Click on Departments > Add
18

Select the appropriated department(s)

Note: At minimum, access is needed for the department that handles service ticket teams

Select the appropriated department(s)
19

Click on Modify All for Membership Level

Click on Modify All for Membership Level
20

Click on Save

Click on Save
21

Click on Permissions

Click on Permissions
22

Select "Read and Modify" for Feature Access > Tickets Access Level

Select "Read and Modify" for Feature Access > Tickets Access Level
23

Select "Read Only" for Feature Access > Clients Access Level

Select "Read Only" for Feature Access > Clients Access Level
24

Select "Read Only" for Feature Access > Users Access Level

Select "Read Only" for Feature Access > Users Access Level
25

Select "Yes" for Can add new Tickets

Select "Yes" for Can add new Tickets
26

Select "Yes" for Can edit closed Tickets

Select "Yes" for Can edit closed Tickets
27

Select "Yes" for Can view Unassigned Tickets

Select "Yes" for Can view Unassigned Tickets
28

Select "Yes" for Can view Tickets that are assigned to other Agents

Select "Yes" for Can view Tickets that are assigned to other Agents
29

Click on Can Delete Tickets

Click on Can Delete Tickets
30

Select "Yes" for Can Edit Tickets Which Are Not Assigned To Them

Select "Yes" for Can Edit Tickets Which Are Not Assigned To Them
31

Click on Save

Click on Save
32

Click on Integrations

Click on Integrations
33

Click on HaloPSA API

Click on HaloPSA API
34

Click on View Applications

Click on View Applications
35

Click on New

Click on New
36

Type "Cork API" for Application Name

Type "Cork API" for Application Name
37

Select Client ID and Secret (Services)

Select Client ID and Secret (Services)
38

Select the "CorkAPI" agent as the Agent to log in as

Select the "CorkAPI" agent as the Agent to log in as
39

Click on Permissions

Click on Permissions
40

Check read:tickets

Check read:tickets
41

Check edit:tickets

Check edit:tickets
42

Check read:customers

Check read:customers
43

Click on Details

Click on Details
44

Copy your Client Secret

Copy your Client Secret
45

Click on Save

Click on Save
    p

Cork

3 Steps
46

Click on Integrations

Click on Integrations
47

Click on Configure Halo PSA

Click on Configure Halo PSA
48

Paste your Client Secret

Paste your Client Secret
    c

Halo

1 Step
49

Copy your Client ID

Copy your Client ID
    p

Cork - Integrations

3 Steps
50

Paste your Client ID

Paste your Client ID
51

Enter your Halo Instance URL

Enter your Halo Instance URL
52

Click "Connect and continue"

Well done!
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