Asset Types/Groups

In this guide we will cover: – How to create an asset group – Assets vs Items – How to create a new asset Type Admin Guides: Asset Types Asset Groups  Configuring asset types and groups will allow you to more readily view an organised list of your devices and will also allow you to […]

Asset Views

In this guide we will cover: – Asset Lists and Key Fields – Column Profiles – Related Assets Column Profile – Changing the display name of an Asset – Viewing Assets in the Portal Admin Guides: Asset General Settings Asset Lists and Key Fields There are two main ways in which the list of assets can […]

Asset Fields

In this guide we will cover: – Creating Asset Fields – Creating Custom Fields for the Asset Entity  – Difference between Asset Fields and Custom Fields for Assets – Control Who has Configuration Access to Asset Fields – SQL Lookups (v2.210.1+)   Admin Guides: Asset Fields Related Guides: Batch Updating Asset Fields Asset fields correspond […]

Linking Assets

In this guide we will cover: – Linking Assets to a Ticket – Linking Assets to a Site – Linking Asset Relationships – 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 […]

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 […]

Asset Resource Booking

In this guide we will cover: – Asset Resource Booking Configuration – Ticket Type Configuration Asset Resource Booking Configuration Activate the Resource Booking module in Configuration > Asset Management.   Fig 1. Enabling the Module Now head to Configuration > Asset Management > Asset Types, and choose the Asset type you want to allow booking […]

Software Licensing

Guide to enabling and using Software License management in Halo Halo provides the ability to easily manage software licenses among your assets and across all of your customers. Enabling Software Licensing First, head to Configuration > Teams & Agents > Roles > Select your role, e.g. "Administrator" > Permissions, and make sure that you have […]

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 […]