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 Enabling the Knowledge Base Area First, the knowledge base area will need to be added to the self-service portal. Go to Configuration > Self Service Portal […]
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 from HaloPSA & allows Customers to find a suitable time to […]
How long is welcome/password reset e-mail sent from web app valid for?
How long is the welcome/password reset e-mail sent from web app valid for? These are valid for 24 hours, after this time they will expire and the user will not be able to reset password and then login.
Making Dashboards Available to Users on the Self-Service Portal
In this guide we will cover: – Sharing a Dashboard to the Portal – Publishing a Dashboard Sharing a Dashboard to the Portal Configuration > Reporting > Dashboards > *Click New* When configuring an in-app dashboard Fig 1. Dashboard Type You can use the User Access tab to determine who can see the dashboard on […]
