Approval Processes Overview

In this guide we will cover: – What are approval processes and when are they used?  – Creating an Approval Process – Additional Settings Against the Step – Triggering an Approval Process – Approving  – Overriding Approvals – Delegate approvals – Example Approval Process Admin Guides: Approval Processes What are approval processes and when are […]

Managing Multiple End User Portals

In this guide we will cover: – How to have a second end user portal set up – Customise the Branding of each portal – Customise Portal CSS – Customise Portal Language  – Setting Portal Access – Distributing portal URLs using $-Variables – Restricting Portal Button Access – Restricting Portal FAQ list access – Restricting […]

Report Colour Palette Based on Brand Colour

In this guide we will cover: – Changing Report Colour Palette from Application Colour Changing Report Colour Palette from Application Colour You can change the Report Chart Default Colour Palette in Configuration > Reporting > General Settings: Fig 1. Report Chart Default Colour Palette in Configuration > Reporting > General Settings By default, this setting […]

GoTo Resolve Integration

In this guide we will cover: – What is the GoTo Resolve Integration? – Sending Invites with GoTo Resolve – Ticket Updates/Closure What is the GoTo Resolve Integration? The GoTo Resolve integration allows you to create support sessions in GoTo Resolve and send invites to your users.  To use this integration, each agent needs to […]

Virtual Agents in the Chat Bot

In this guide we will cover:  – What are Virtual agents in Halo? – Functions of Virtual Agents – Using Virtual Agents – Creating a new virtual Agent – Plugging a Virtual Agent into a Chat Profile – Custom Functions (against the chat profile) – Customising Virtual Agent functions  – Disable System functions – Restrict […]

Article Drafts

In this guide we will cover: – What are Article Drafts? – Enabling Article Drafts – Approving Article Changes – Publishing Articles Using Unique Links – Article Versions – Drafts in Ticket Templates – Comparing Edited Drafts – Preview Drafts before Publishing – Preventing Multiple Article Drafts Admin Guides: Knowledge Base What are Article Drafts? […]

Custom Tables

In this guide we will cover: – What are Custom Tables? – Creating Custom Tables – Displaying Custom Tables – Custom Fields on Custom Tables – Auditing Custom Tables – Access Control Admin Guides: Custom Tables What are Custom Tables? Custom tables allow you to store information against various entities in table format, this can […]

Custom Table Import via Email and CSV – Scheduled Imports

In this guide we will cover: – What are Custom Table Imports via Email and CSV? – Prerequisites – Setting up Custom Table Imports – Troubleshooting What are Custom Table Imports via Email and CSV? This guide explains how to set up automatic custom table imports in Halo using email rules and CSV files. The […]

Super Ops RMM Integration

Halo has an integration with SuperOps RMM. The guide below goes through how to connect with Halo and how to sync asset types, etc and there is also a video attached to the written guide. Integrating HaloPSA with SuperOps.ai.

Adding in a Project Plan

In this guide we will cover: – How to show the Project Plan tab – Editing the Templates and Rules Project Plan tab In order to show the Project Plan tab you will need to head to Configuration > Tickets > Ticket Types, Click into the Project Ticket Type, Click into the Forms Tab and […]