Linking Assets

In this guide we will cover: – Linking Assets to a Ticket – Linking Assets to a Site – Asset Relationships You can link Assets to Users, Tickets, Sites, or other Parent/Child Assets. You can do all of this in any of the respective areas, for example, it is possible to add an Asset to […]

Asset Import – CSV/XLS/Spreadsheet Method

In this guide we will cover: – How to Import Asset Types using CSV/XLS/Spreadsheet Method – How to Import Assets using CSV/XLS/Spreadsheet Method – Finding additional fields to Import – Limiting Rows Admin Guides: Asset General Settings How to Import Asset Types using CSV/XLS/Spreadsheet Method This guide covers how to import Asset Types using an […]

Restricting Asset Access

In this guide we will cover: – How to restrict agent access to assets – How to restrict agents access to certain asset fields The type of asset permissions you use will depend on the setting 'Asset Permission Type', found in Configuration > Asset Management > General Settings.   Fig 1. Asset Permission type Use […]

Ninja Systray Icon

In this guide we will cover: – Modifying Ninja Emails – Creating a Halo Email Rule Related Guides: NinjaOne Integration If you are using the Systray Icon in NinjaOne that raises tickets, this can be modified so that tickets are created in Halo. Modifying Ninja Emails In Ninja, go to Configuration > Branding > Systray […]

PRTG Integration

In this guide we will cover: – What is the PRTG Integration? – Configuring the PRTG Module – Asset Imports – Halo Integrator – Webhooks What is the PRTG Integration? PRTG can be integrated with Halo to create and manage alerts. Configuring the PRTG Module  To enable the PRTG integration in Halo, go to Configuration […]

Asset Resource Booking

In this guide we will cover: – Asset Resource Booking Configuration – Ticket Type Configuration Resource booking for assets is a feature of Halo that enables your end-users to book shared resources themselves, such as laptops or desk areas, via the self-service portal.  The resource booking feature also allows for end-users to book appointments with […]

ConnectWise Automate Integration

In this guide we will cover: – What is the ConnectWise Automate Integration? – Users and MFA – Configuring the Module – Clients, Sites and User Imports – Asset Imports – Alerting What is the ConnectWise Automate Integration? ConnectWise Control can be integrated with Halo to remote onto users’ devices. Users and MFA To retrieve […]

N-Able N-Central Integration

In this guide we will cover: – What is the N-Able N-Central Integration? – Connecting to N-Able N-Central  – Import customers and sites from N-Central – Import assets from N-Central – Shortcut to Open Devices in N-Central  – Alert management – Miscellaneous settings – Import assets sites and customers on a scheduled basis  – Monitoring […]

Assets Vs Items

In this guide we will cover: – The difference between assets and items/products in Halo Assets Vs Items An Asset can be thought of as an individual instance of an Item/Product, whereas a product is a collection of assets that have not yet been serialised/individualised. Items/Products (the term 'Item' & 'Product' are interchangeable) are the […]

Event Management

In this guide we will cover: – Setting up Event Management – Creating an Event Rule – Overseeing Events  Event management allows you to manage the events that are triggered by Asset Management and Alerting integrations using webhooks. Using this module you can create rules to determine which events log tickets and control the fields/configuration […]