This article describes how to create a security role in HaloPSA which grants the minimal set of permissions that TimeZest needs to operate.
In HaloPSA, go to Configuration, then Teams & Agents, then Roles.
Select New to create a new role. Give the new role the following permissions:
Is a HaloPSA Administrator: Yes
Tickets Access Level: Read and Modify
Customers Access Level: Read and Modify
Users Access Level: Read and Modify
Calendars and Appointments Access Level: Read and Modify
Can add new tickets: Yes
Can view unassigned tickets: Yes
Can view Tickets that are assigned to other Agents: Yes
Can Re-assign Tickets: Yes
Calendar and Appointments Permissions
Editing of Appointments: Can Edit All Appointments
Adding New Appointments: Can Add All Appointments
Visibility of Appointments: Can View All Appointments
Deleting of Appointments: Can Delete All Appointments
Ticket Type Restrictions
Allow use of all Ticket Types: Yes
Allow use of all Customers: Yes
Finally, click Save to save the role.