Introduction

Introduction   HaloPSA allows you to configure your Organisational structure by making use of Departments and Teams. You can then add your Agents as members of the relevant Department/Team. Before configuring your organisational structure, it is important to understand the terminology used here. Agent – Your colleagues/employees. They account for the licences you purchase from HaloPSA […]

Do I need to use multitenancy?

Do I need to use multitenancy? The Multitenancy feature allows you to create multiple separate Organisations, each with its own Departments and Teams. Agents can then be assigned to one or more of these Departments and Teams across all Organisations. Your Customers are then assigned to one or more Organisations. Agents will then only have […]

Organisations

Details To configure your Organisation go to the Organisation configuration area and click on the Organisation that you want to configure (you can have multiple if using Multitenancy). Multi-tenancy allows you to have multiple organisations within one instance of Halo and as a consequence, multiple sets of departments, you can configure different self service portals […]

Teams

Configuring your Teams To configure your Teams go to the Teams and Agents configuration area and hit Teams. Fig 1. The Teams Module When adding a Team to this list, you will first be presented with the option to add in core details against the team including the name, main email address and any team-specific […]

Departments

Departments sit one level above teams. Departments can be used to give agents access to all Teams under a department in a fast and efficient way. Generally this is used to ensure they have visibility of all teams under a department. Fig 1. Facilities Department Membership You can set a department as an Agent Department(Agent […]

Multi-Tenancy

In this guide we will cover: – What is Multi-Tenancy in Halo? And what are the benefits? – How to create a new organisation – Using organisation overrides – Setting agent restrictions at organisation level  – Improve performance in your instance What is Multi-Tenancy in Halo and what are the benefits?  Multi-Tenancy in Halo allows […]