Site Contacts

In this guide we will cover: – Creating a Site Contact – Site Contact Types – Setting Site Contact Access Level – Logging Tickets on Behalf of Others within the Site – Notifications for Site Contacts Admin Guides: Site Contact Types Related Guides: Customer, Site and User Records  Sites Site contacts can be assigned to […]

Customer Areas

In this guide we will cover: – What are Customer Areas? – Creating a Customer Area – Restricting Customer Areas – Hiding the Default Customer Area Admin Guides: Areas Related Guides: Customer, Site and User Records  Ticket/Client Areas What are Customer Areas? Available as of v2.184.1+, customer areas behave in a similar way to ticket […]

Microsoft Entra ID: Single Sign-On (B2C)

What is Single Sign on B2C?  Single sign on B2C allows your agents and users to sign in to Halo using credentials from various accounts. It also allows unknown users to sign up to access your Halo portal using credentials from existing accounts. Who can use SSO B2C? B2C SSO is typically used by organisations […]

Users

In this guide we will cover: – What are Users? – User Settings – Importing Users – Customising the User Profile What are Users? Users in Halo are the people raising the tickets. They are the requestors rather than the people resolving the tickets (those people would be referred to as agents/technicians in "Halo terminology"). […]

User Management

A guide to user management in Halo. Managing your users in Halo is simple. Your users are each listed under their client, then a site (also known as a location). These are the two containers which separate them. You can view the lists of users at any level. From any client/site screen or the customer […]

Okta Integration

In this guide we will cover: – Creating an Token in Okta – Creating an Application in Okta – Connecting Okta in Halo – Mappings and Configuration – Configuring Okta SSO The Okta integration can be used to map Okta groups to Halo users/agents and their relevant roles, as well as allow them to log […]

How To Onboard New Customers

In this guide we will cover: – Creating a New Opportunity Ticket – Configuring the Standard Items Used for Onboarding a New Customer – Creating a Quotation From The Ticket so There is a Relationship Between the Two – Creating a Sales Order – Using the Associated Actions on the Sales Order Lines Associated Guides […]

Important Users/Customers

In this guide we will cover: – Marking a Customer as Important – Configuring VIP Popups – Ticket Rules with Important Customer/User – VIP Users as Site Contacts Admin Guides: General Settings (Users) Related Guides: Customer, Site and User Records    Customer Relationships Setup Ticket Rules Marking a Customer as Important In the Customers area, […]

Customer Relationships

In this article we will cover the functionality behind the 'Relationship' field against a customer. If you are looking for information on customer relationship management functionality check out the following: Pop-Up Notes For Customers & Contacts  Using CRM Notes Against each of your customers' profiles in Halo you will find a field called 'Relationship'.  Fig […]

SAML 2.0

In this guide we will cover: – Key Terms – Understanding the Login Flow – Exchanging Metadata – Configuring the IdP – Debugging a SAML Issue This guide aims to help understand Halo's SAML 2.0 integration. This document focuses mainly on versions past 2.104.1 as many new features were added in this version. Some references […]