Google reCAPTCHA Integration
In this guide we will cover: – What is the Google reCAPTCHA Integration? – 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 What is the Google reCAPTCHA Integration? […]
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: – What is the AuthRocket Integration?– Enabling the AuthRocket Module – Connecting to AuthRocket – Using the Runbook What is the AuthRocket Integration? The AuthRocket integration can be used to import users from AuthRocket into Halo using a scheduled runbook. Enabling the AuthRocket Module In Configuration > Integrations > […]
Risk Scoring
In this guide we will cover: – Enable Risk Scoring – Risk Scoring Using a Single Select – Risk Scoring Using a Calculation – Risk Scoring Using Impact and Risk Fields Related Guides: Change Management Custom Fields Risk scoring works by calculating a score based on custom fields on a ticket, and can be a […]
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 What are ticket suggestions? Ticket suggestions in Halo can be used to advise your agents on values that should be applied to a […]
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. […]
Notification Templates
In this guide we will cover: – Editing Notification Templates – Using Notification Templates Admin Guides: Notification Templates Related Guides: Notifications Notification templates are used to edit the way that notifications appear if not using an email/SMS template. These are built-in to the system, and new ones cannot be created as these correspond with the […]
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 […]