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  • If enabled all permissions under permissions, select the client under the details agent to log in Please select the client Agent here.

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  • To add an Agent into the team click on Departments and Team and Click on Add button.

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  • After clicking on the Add button add the agent to a team.

  • If the particular agent is not added to the team, the selected team for team creation will not be created.

  • Click on save.

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  • For the client permissions please provide below mentioned access to allow the creation of the tickets.

  • Please set all: standard parameter parameters under permissions as Yes.

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  • Domain Name: Navigate to Configuration > Integrations > HaloPSA API > Resource Server will be the domain name(Copy the Domain Name to add to the CyberCNS Halo PSA Integration).

  • Please make sure NOT to use https in the Domain name and Authorisation Server while adding Halo PSA credentials.

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