Create the Tribu HaloAPI Application
You will need to create an API Application in HaloPSA. Tribu uses the Client ID and Secret authentication method. Here’s how:
- Go to Configuration > Integrations > HaloPSA API and click the View Applications button
- Click the plus New button in the top right
- Fill out the Application Name as: Tribu
- Set the Authentication Method as: Client ID and Secret
- Set the Agent to log in as to any of your staff (usually the Service Desk Manager, or similar)
What’s this? This is a required setting for this API type. This needs to be an agent that has appropriate permissions across Halo to perform all the actions required.
- Save the ClientID and Client Secret somewhere safe as you will need this for the Tribu portal
- Click the Permissions tab and select the all tick box at the top
What’s this? Tribu accesses multiple areas of the system to get a full picture of your tickets. This is primarily for our Teams integration, but is also useful to the AI elements we’ve developed. Things like a Contract for SLA milestones, Contacts are used to display phone numbers (Teams integration), etc.
- Scroll to the bottom and click Save