SharePoint Integration

In this guide we will cover: – What is the SharePoint Integration? – Enabling the SharePoint Module – Creating folders in Document Management  – Connecting SharePoint – Configuring Mappings – Using the Integration Admin Guides: Document Management Related Guides: Document Management Area  Document Management for Customers, Sites and Users What is the SharePoint Integration? The […]

Workflows

In this guide we will cover: – Creating Workflows – Creating a Workflow Step – Details Pane – Automation Actions – Integration Runbook Action – Access Restriction on Actions – Workflow Specific Actions – Viewing the Workflow from a Ticket Admin Guides: Workflows Workflows allow you to structure the process a Ticket goes through before […]

Embedding The Self-Service Portal within MS Teams with SSO

This guide is now deprecated. The up to date guide on how to embed your Halo portal into MS Teams with SSO (automatic sign in) can be found here. This guide will explain how to embed your self service portal within teams and allow for automatic sign in with SSO. Prerequisites You need to have […]

Approval Delegation

In this guide we will cover: – Ad-hoc Approvers – Enabling User Delegation – Breakdown of Achieving Approval Delegation – Activate Approval Delegation Automatically when a User is Out of Office – Enabling Agent Delegation Ad-hoc Approvers Within Halo we can set Approval Users to Delegate their approvals if required. This is done through enabling a […]

Additional Email Settings

In this guide we will cover: – Various additional email settings  Admin Guide Email General Settings The following settings are found under Configuration > Email > General Settings. Make Forwarding Agent a Follower When enabled, this setting will ensure that any agent who forwards an email into a ticket will become a follower of that […]

Iterative Runbooks

In this guide we will cover: – General Runbook Configuration – Iterating through the runbook – Runbook Scheduling – Additional Information Runbooks can be used to iterate through an array of data. This can be achieved by following the guide below. The first thing to consider when configuring runbooks is the authorization of the API. […]

Operational-Level Agreements (OLAs) on Workflows

In this guide we will cover: – What are OLAs? – Configuring OLAs – Reporting on OLAs Related Guides: Modifying and Adding Workflows What are OLAs?  Operational-Level Agreements are, at their very base, target times for certain parts of a Workflow, whether that be the Stages or individual Steps. The main configuration for these will […]

Triggering Automation Policies in RMM via Halo

In this guide we will cover: – How to Trigger Automation Policies in NinjaOne – How to Trigger Automation Policies in N-Central  Custom Integration Runbooks in Halo can be leveraged to allow you to trigger Automation Policies in RMM tools from Halo. In this guide we outline how to set this up for NinjaOne and […]

Awaiting Review/Ticket Review Processing

In this guide we will cover: – Enabling ticket review processing  – Filtering results in the Awaiting Review area – Approving/Rejecting time entries Enabling ticket review processing The Awaiting Review section of HaloPSA can be thought of as a 'holding area' where time entries can be reviewed and approved prior to them appearing in Ready […]

Document Management Area

In this guide we will cover: – Turning on and Configuring the Module – Agent Permissions – Documents Area – Folder Access Control Turning on and Configuring the Module Halo has a dedicated area for document management. Here you can create folders, upload new documents, and manage versions of documents. First head into Configuration and […]