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 – 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 in Fig 2. Note: If […]
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 […]
