Halo PSA Permissions

The following permissions are required for the integration with Halo PSA to fully function. Depending on which features in Adaptive Catalog your organization is using, you may be able to use a smaller set of permissions, but this is not recommended.


  • all:teams
  • read:tickets
  • edit:tickets
  • read:customers
  • edit:customers
  • read:crm
  • edit:crm
  • read:suppliers
  • edit:suppliers
  • read:items
  • edit:items
  • read:sales
  • edit:sales
  • read:quotes
  • edit:quotes
  • read:assets
  • edit:assets