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12 changes: 10 additions & 2 deletions docs/5-integrations/extensions/third-party/halopsa.md
Original file line number Diff line number Diff line change
Expand Up @@ -11,8 +11,16 @@ The HaloPSA LimaCharlie Extension exposes outbound HaloPSA actions to D&R rules
In HaloPSA, create an API application (under **Configuration → Integrations → HaloPSA API**) and configure it for the OAuth2 `client_credentials` flow:

- **Authentication Method:** Client ID and Secret (Services)
- **Login Type:** Log on as the **Application** (the API acts as itself, not as a specific agent)
- **Permissions:** grant `read:tickets`, `edit:tickets`, `read:customers`, `edit:customers`, `read:assets`, `edit:assets`, `read:actions`, `edit:actions`
- **Login Type:** Log on as **Agent** — pick the HaloPSA agent that should own the tickets, actions, and assets this extension creates.
- **Permissions:** grant `edit:tickets`, `edit:assets`, `read:customers`

These three scopes are the verified least-privilege set for the six actions below:

- `edit:tickets` covers `create_ticket`, `update_ticket`, `search_tickets`, and `add_action`. Actions are a HaloPSA ticket sub-resource — there is no separate `read:actions` or `edit:actions` scope (the HaloPSA token endpoint rejects them as `invalid_scope`).
- `edit:assets` covers asset lookup and the create-if-missing path in `link_asset_to_ticket`.
- `read:customers` covers `lookup_client_site` for both clients *and* sites (sites are a customer sub-resource). The extension never writes clients or sites, so `edit:customers` is not required.

If you'd rather not enumerate scopes, the extension's default of `all` also works.

Copy the **Client ID** and **Client Secret** — you will need them in the next step. Refer to HaloPSA's own product documentation for the current UI path; the labels above may differ slightly across HaloPSA versions.

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