Setting Up Support PINs for HaloPSA in CloudRadial

Support PINs help you identify users when they call in for support or request support from an unfamiliar email address.

When your end users log in to your CloudRadial portal, they will be prompted to set a support PIN for their account, which can be a number, letters, or a combination of both. You can see how this works by impersonating a specific user under Partner > Clients.

User entered support PINs can be viewed in the Users view under Partner > Clients.

In HaloPSA, the PIN is stored as a custom field on the User record so it is visible to your technicians on the contact they are working with.

In this article:

• Setting Up the Support PIN Field in HaloPSA
• Syncing the Field to CloudRadial

Setting Up the Support PIN Field in HaloPSA

1. From the HaloPSA home screen, select Configuration

   

2. In the configuration search bar, type custom and select Custom Fields under Optional Features

   

3. Open the Entity dropdown at the top of the Custom Fields list and select User

   

4. With the entity set to User, click the + New button in the upper right

   

5. Fill out the field details as follows:

   • For Field Name, enter SupportPIN. HaloPSA automatically prepends CF, so the field saves as CFSupportPIN
   • For Field Label, enter Support PIN
   • For Type of Field, select Text
   • Confirm Stored in Table reads Users
   • For Input Type, select Anything
   • Leave Encrypted Field set to No
   • For Character limit, select Maximum length
   • Leave Default Value blank

   

6. Scroll to the Settings section and leave the checkboxes at their defaults. Set Tab to Custom Fields so the PIN appears on the user record, and leave Group Name blank

7. Click Save

   

Syncing the Field to CloudRadial

The Support PIN field will now populate on the user record in HaloPSA. Syncing may be required to have this field populate. Wait either one day for CloudRadial nightly syncs or manually sync the company by following these steps:

• Navigate to Partner > Clients
• Select the company to sync
• Click on the Sync option within their details to trigger a manual sync
• Refresh HaloPSA and check the user record

If you are still having trouble, we're here to help! Submit a ticket here for assistance, and don't forget to check our status page to ensure there are no outages in your area.