This article provides instructions on how to integrate Halo PSA to Narmada
Creating user and role permissions
Log into an account with sufficient permission to configure API integrations
Click the Configuration button (gear icons)
Click Teams & Agents on the left navigation bar.
Under Agents, click New to create a dedicated ScalePad integrator user account for use with the ScalePad integration.
Complete the relevant information and click Save.
Under the Core Features section, click the Teams & Agents button and then click Roles on the left navigation bar.
Under Roles, click New to create a new role for use with the ScalePad integration that has the following permissions:
- In the top right corner, click on New.
- In the New Role screen, enter a Role Name, e.g. ScalePad_Role
- Assign any agents to the role you created and then click Save.