Navigating the Self-Service Portal (For End Users)
In this guide we will cover: – Home Page – Customising User Preferences – Logging Tickets – Viewing Tickets – Requesting Services – Viewing and Approving Quotations – Viewing Dashboards – Viewing Assets – Viewing Agreements/Contracts – Viewing Invoices – Navigating the Knowledge Base This guide will cover an outline of how users can navigate […]
Step-by-Step Configuration Walk Through
In this guide we will cover: – Clearing Trial Data – Language – Organisations – Agents – Teams – Customers, Sites and Users – Emails – Email Templates – Ticket Areas – Ticket Views – Ticket Types – Service Level Agreements (SLAs) – Self-Service Portal (SSP) – Assets – Notifications – Reporting Admin Guides: Agents […]
Release Notes
In this guide we will cover: – Finding the Release Notes Area – Mobile Specific Releases (v2.200.1+) – Searching for Release Notes – Version Explanations – Release Cycle Finding the Release Notes Area In the top right hand corner, find the question mark icon. Fig 1. Help area Click the Show Release Details link shown […]
Introduction to HaloPSA
In this guide we will cover: – The basics of each part of HaloPSA along with the appropriate terminologies Associated Admin Guides: Actions Agents Custom Fields General Settings (Asset Management) General Settings (Tickets) Items & Stock Control Recurring Invoices Self Service Portal Services Service Level Agreements Statuses Views Related Guides: Actions AI Report Builder Customer, Site […]
Terminology
A rundown of ITIL and Halo Terminology. A quick guide to Halo terminology, to help understand what we offer in our product. After each Halo term, we offer others you may be more familiar with, and/or explanations, which this area would be used for. Tickets – Requests, jobs, calls, work orders, records, dockets, Unique Reference […]
Introduction to Halo Documentation
Welcome! If you're looking for detailed information on how to use and configure Halo you've come to the right place. Whether you're an administrator, a new user, or someone looking to dive deeper into new features and functionality, our resources can be found here, divided into specialized courses to guide you through different aspects of […]
IP Addresses for Whitelisting
For hosted Halo users your traffic passes through the below IP addresses. This is for API requests as well as SMTP/IMAP/POP connections. UK Addresses to whitelist; 18.134.104.113 18.134.36.210 18.133.135.248 DNS listing for IPs; (add this to sending domain SPF record) d3ukmail.nethelpdesk.com USA/Americas Addresses to whitelist: 52.200.167.248 3.225.188.37 50.19.232.234 DNS listing for IPs; (add this to […]
Changing your Halo URL
This article outlines the procedure to follow when you are looking to change your Halo Agent Application, or Self-Service Portal, URL. When you first get a trial of Halo, your URL will be a subdomain of one of our core product domains (https://MyCompany.HaloPSA.com, for example). However, this can be changed to use your own domain […]