Integrator Portal
The Integrator Portal is a web portal designed to help integrators self-serve various support needs. This page outlines its features and how to sign up.
Features
The Integrator Portal currently has support and admin-focused features.
Support features
- View your current integrator configuration including quotas, rate limits, and webhooks
- Fetch site information including Halo connectivity status (functionality is equivalent to the Get site status endpoint)
- Send a test query to a practice (the query is pre-written and not editable)
Note: Because test queries do actually query the practice from your account, they will count towards your usage for that practice for that month.
Admin features
- View the users associated with your integrator account
- Remove users from your integrator account
User accounts
User accounts are managed by Halo Connect, and it is currently a manual process.
To register users for the Integrator Portal for a given company, please get an administrator to 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 for their account on first login.
If you have admin priveledges, you can remove users from your account. Otherwise, please contact Support to remove users.