Service Users
In this guide we will cover: – What are Service Users? – Bulk Updating Service Users (v2.198.1+) – Importing Service Users from CSP – Excluding Service Users from Automatic Billing – Service User Pop Ups – Service User Ticket Rule Criteria – Service User Dynamic Distribution List Criteria What are Service Users? Service users are […]
Update to SAML Validation
In version 2.196.58 and above, additional validation has been added to the SAML integration to only allow login requests that have been sent to the assertion endpoint configured in the SAML integration in Halo. This additional validation will be effective from 01/08/2025. If the assertion endpoint configured in your IdP does not match the endpoint […]
Google reCAPTCHA Integration
In this guide we will cover: – Connecting to reCAPTCHA – Adding to Anonymous Ticket Logging – Adding to Feedback Forms Related Guides: Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL One-Click Feedback The Google reCAPTCHA integration can be used to allow for security validation when […]
Email Start Tag being Auto-Filled with your email address (Keeper Browser Extension)
In this guide we will cover: – How to resolve email Start Tag being Auto-Filled with your email address when using the Keeper browser extension When using the Keeper browser extension your email start tag may be overridden due to it being auto-filled by the browser extension Keeper. This behaviour is produced by the Keeper […]
Acronis Integration
Acronis have provided the following PDF for the configuration of this integration. For any questions, please direct these to Acronis support. Acronis Documentation
AuthRocket Integration
In this guide we will cover:– Enabling the AuthRocket Module – Connecting to AuthRocket – Using the Runbook The AuthRocket integration can be used to import users from AuthRocket into Halo using a scheduled runbook. Enabling the AuthRocket Module In Configuration > Integrations > Asset Management and Alerting, you will find the AuthRocket module. Hover […]
Risk Scoring
In this guide we will cover: – Enable Risk Scoring – Risk Scoring Using a Single Select – Risk Scoring Using a Calculation Related Guides: Change Management Custom Fields Risk scoring works by calculating a score based on custom fields on a ticket, and can be a useful tool within a change management process to […]
Ticket Suggestions- without the use of AI
In this guide we will cover: – What are ticket suggestions? – The Logic behind ticket suggestions – How to configure ticket suggestions without the use of AI – Using ticket suggestions This functionality is available from v2.192+ What are ticket suggestions? Ticket suggestions in Halo can be used to advise your agents on values […]
Admin Mode
In this guide we will cover: – What is Admin Mode? – How to Configure Admin mode – Using Admin mode – Notify the agent when admin mode is activated on their account What is Admin Mode? Admin mode allows you to restrict administrator accounts so they are not granted admin privileges immediately upon login, […]
SyncroMSP Integration
In this Guide we will cover: – What is the SyncroMSP Integration? – Connecting the Integration – Importing Customers from SyncroMSP – Importing Assets from SyncroMSP – Automatically sync changes made to customers/assets – Alerting What is the SyncroMSP Integration? The SyncroMSP integration allows you to import customer and asset data from SyncroMSP into Halo. […]
