Integrator Portal
The Integrator Portal is a self-service web portal for integrators to manage their account, monitor site connectivity, and perform support tasks.
Features
The Integrator Portal provides support and administration capabilities.
Support
- View your current integrator configuration, including quotas, rate limits, and webhooks
- Fetch site information including Halo connectivity status (equivalent to the Get site status endpoint)
- Send a test query to a practice (the query is pre-written and not editable)
Note
Test queries are executed against the practice from your account and count towards your usage for that practice for that month.
Administration
- View the users associated with your integrator account
- Remove users from your integrator account (requires admin privileges)
User accounts
User accounts are managed by Halo Connect and provisioned manually.
To register users, an administrator should contact Support and provide the following for each user:
- First and last name
- Email address
- Required permissions (admin or support)
- Environment access (staging and/or production)
All users must configure two-factor authentication on first login.
Users with admin privileges can remove other users from their account. Otherwise, contact Support to request user removal.