Beta Launch: Halo PSA SSO for Customer Portal
Release Notes
New Feature
Announcement
We are launching our Beta of Halo PSA SSO. We will be starting with a small number of merchants while we test and gather feedback and will open this Beta up to more merchants soon.
18
SSO for Customer Portal for Halo PSA as authentication provider
Provide a way to have end customers log into the Benji Pays self serve customer portal either by using their Halo credentials against the Halo IDP, or via a custom integration that would allow Benji Pays to securely verify the user and log them into their Benji Pays portal.
Adam Crandall
Beta testing
7
1
Add a way to create a custom button in Halo on the Client record to link back to Benji Pays
Create a button in Benji Pays that automates the creation of a custom button on the client entity in Halo - this butt when clicked in Halo will open the customer's record in Benji Pays - the user must be logged into Benji pays already.
Adam Crandall
Shipped 🚀
0
New
- Ensure the parent customer name and not the sub project name is shown in the payment made notifications to merchants
Fixes
- Improvements to environment configuration management
- Improvements to support staff permissions management
- Update frill script to use new widgets
- Fix issue that caused duplicate transactions in rare conditions on some payment forms