Allow Users to Update their own Details from the Portal
In this guide we will cover: – Allow Users to Update system User fields – Allow Users to Update Custom Fields – Editing Fields in the Portal From v2.228+ you can allow users to update their own user details from the self service portal. Making it easier for users to keep their details up […]
Tickets in the Self-Service Portal
In this guide we will cover: – Allowing Tickets to be Logged in the Portal – Enabling Menu Button – Allowing anonymous Ticket logging – Allow Ticket Logging Via Assets (v2.230.1+) – Enabling Ticket drafts – Enabling Attachments – Displaying User Information (v2.226+) Admin Guides Self Service Portal Ticket Types Related Guides: Self-Service Portal Restrictions Appearance/Home Screen […]
Navigating the Self-Service Portal (For End Users)
In this guide we will cover: – Home Page – Customising User Preferences – Logging Tickets – Viewing Tickets – Requesting Services – Viewing and Approving Quotations – Viewing Dashboards – Viewing Assets – Viewing Agreements/Contracts – Viewing Invoices – Navigating the Knowledge Base This guide will cover an outline of how users can navigate […]
Knowledge Base Articles in the User Portal
In this guide we will cover: – Enabling the Knowledge Base Area – Showing User Article Views – Setting Article Restrictions – Setting FAQ Restrictions – Showing/Hiding Article Details – Pin the FAQ list to the page – Allow Users to leave feedback on Articles Enabling the Knowledge Base Area First, the knowledge base area […]
Self-Service Portal Restrictions
In this guide we will cover: – Menu Button Restrictions – Ticket Restrictions – Action Restrictions – Service Restrictions – Asset Restrictions – Knowledge Base Restrictions – Multi-Tenancy Restrictions Admin Guides: Self Service Portal Related Guides: Actions Asset Management Knowledge Base Self-Service Portal Customisation Service Catalogue This guide will cover various methods of restricting access […]
New Portal Anonymous Usage
Allow anonymous access to the new user portal. v2.21 and onwards. Enable anonymous access by disabling this checkbox on the Config > Self Service Portal settings page. Then choose a site for Anonymous users tickets to be logged at. You should then be able to access the portal without being logged in. If using multiple […]
Emails with New Ticket Hyperlinks
In this guide we will cover: – Sending Specific URLs – Prefilling Form Data using URLs Sending Specific URLs When sending an email to a user that contains a hyperlink to the portal you can send them to a specific page on the portal by simply copying the URL for the specific page. For example […]
Google Analytics in the Self-Service Portal
In this guide we will cover: – Setting up Google Analytics Setting up Google Analytics Google Analytics can be connected to your Halo Self Service portal, allowing you to track the traffic and user behaviour on the portal. To set this up you will first need to obtain the measurement ID of your Google Analytics […]
Viewing Child Tickets on the Portal
In this guide we will cover: – Showing Child Tickets on the User Portal – Configuring the Tab Showing Child Tickets on the User Portal For End-Users to see child tickets on the portal you will first need to set the ticket type level setting to determine what child tickets they can see: Configuration > […]
Agent Resource Booking
In this guide we will cover: – Agent Resource Booking Configuration – Ticket Type Configuration – Resource Booking via the Self-Service Portal – Linking to the Resource Booking screen via an Email Agent resource booking allows your technicians to send links to Customers directly & allows Customers to find a suitable time to book an […]