Setting up Two Factor Authentication
Two-factor Authentication; how to use and implement it. Agents can use 2FA (Two Factor Authentication) to secure their account for any reason seen fit. This could be for data protection, security whilst out and about using Halo on mobile or a laptop, or if you have staff using Halo in a public facing part of […]
Xero Integration
In this guide we will cover: – Enabling the Module – Xero Tenants – Connecting to Xero – Tax Rates – Customer Imports – Tracking Categories and Account Codes – Product Imports – Charge Rates – Syncing to Xero What is the Xero Integration? The Xero integration allows you to configure tax rates, customers, items […]
Microsoft Teams Integration
In this guide we will cover: – What is the Microsoft Teams Integration? – Main Configuration – Communicating with Users from Halo using Teams – Communicating in Teams using Chatbots – Prescence Notifications – Importing Shifts from Teams Related Guides: Call Pop-Up for Microsoft Teams Embedding your Halo Self Service Portal into Microsoft Teams Pushing […]
Halo In-App Dashboard
In this guide we will cover: – Creating an In-App Dashboard – Widget Types – Adding Widgets – Customising Widgets with Custom CSS – Setting a Dashboard on the Home Screen – Money Widgets – Configure Charts within Dashboards – Tracking Changes to Dashboards and Syncing Between Instances – Reporting on Report Views from a […]
Azure Mail Integration (Webhook Method Included)
This is a legacy guide – we recommend using our guide 'Office 365/Azure Mailbox Setup' for the most comprehensive and up to date setup information. This video covers the Mailbox Setup for Email Processing via Webhooks (Read the guide for full setup and how to configure error notifications per agent). In this guide we […]
Microsoft CSP Integration
In this guide we will cover: – What is the Microsoft CSP integration? – Configuring CSP – Partner Centre Connection (Single Tenant App Registration) – Authorizing Connection in Halo – GDAP Connection (Multi-Tenanted App Registration) – Tenants – Licenses & Subscriptions – Users – Assets – Halo Integrator – Subscription Management – Single Sign-On (SSO) […]
Microsoft Entra ID Integration (Formerly: Azure Active Directory)
In this guide we will cover: – What is the Entra integration used for? – Who Can set the integration up – Connecting Entra to your Halo – App Registration Setup – Single Sign-On (SSO) Configuration – Agent/User Import Configuration – Advanced Configuration – Licence Management – Imports – Halo Integrator – Microsoft Entra ID […]