Creating an API-only HaloPSA Agent

1. Navigate to your HaloPSA custom URL and login using your credentials.

2. From the left tool bar on the dashboard select the Configuration icon.

3. At the top of the menu on the left select Teams & Agents then select Agents.

4. On the top right of the window click New to create a new user. This new user will be your API-only Agent.

5. Input information for this user. Make sure they are given the Administrator role, the account is set to Active, and Is an API-only Agent is selected. Scroll to the bottom of the page and click Save.