Password Storing, Sending and Resets

In this guide we will cover: – Changing a Halo Password – Password Auto-Expiry – Storing External Passwords in a Custom Field – Sending Passwords in a One-Time Secure Message Link Related Guides: How are user passwords stored? How long is welcome/password reset e-mail sent from web app valid for? This guide will cover setting […]

Auvik Integration

In this guide we will cover: – What is the Auvik Integration? – Generating an Auvik API Key – General Configuration – Sites – Networks – Devices – Halo Integrator – Alerting – Troubleshooting What is the Auvik Integration? Auvik can be integrated with Halo to synchronise assets and manage alerts. Generating an Auvik API […]

Delinea (Formerly Centrify) Integration

In this guide we will cover: – What is the Delinea Integration? – Centrify Configuration – Halo Configuration – Advanced Features What is the Delinea Integration? Halo’s integration with Delinea provides you with a single sign-on (SSO) solution for your end users and admins, allowing them to authenticate into Halo via Delinea. Centrify Configuration The […]

Billing – Agreement Multiplier

In this guide we will cover: – What an agreement multiplier does – Setting them against a charge type – A worked example of the agreement consuming double the amount of time The agreement multiplier allows you to specify whether more hours get deducted from a customer's agreement hours depending on the charge type that […]

Dynamics Business Central Integration

In this guide we will cover: –  What is the Dynamics Business Central Integration? – Enabling the Integration – Creating an Azure Application – Connecting to Dynamics Business Central Companies – Imports – Setting a Default Company – Syncing to Dynamics Business Central – Applying Templates from Dynamics Business Central What is the Dynamics Business […]

N-Able N-Sight RMM Integration

In this guide we will cover: – What is the N-Able N-Sight RMM Integration? – Generating an API Key – Configuring the Module – Customer and Site Imports – Asset Imports – Alerting – Halo Integrator Related Guides: Halo Integrator What is the N-Able N-Sight RMM Integration? N-Able N-Sight can be integrated with Halo to […]

Date Format

Halo is displaying in the wrong date format for the region you are in. For example, it is displaying the dates as MM/DD/YYYY when based in the UK. In this guide we will cover: – How to set how date format displays How to set how date format displays Halo uses your browser's time zone […]

Azure Actions

Added a new action system use called 'Azure Action', allowing for the ability to create Users in Azure and assign them to groups via system actions. A new action system use called 'Azure Action' is now available.  When this option is selected, a new "Azure Action" tab will show on the action configuration. Here you […]

Internal Conversations

Overview an implementation of the internal conversations functionality Related guides Actions Altering Ticket Types Internal discussion on customer/user facing tickets can sometimes cause confusion and make a ticket difficult to track and follow (it usually leads to the ticket being reassigned back and forth between agents with notes added each time). Halo addresses this issue […]

Custom Fields

In this guide we will cover: – What are custom fields? – Creating a new Custom Field – Displaying Custom Fields  – Setting Validation for Date fields – Access Control – Using Variables in Custom Fields Admin Guides: Custom Fields What are custom fields? Custom fields can be used to collect and store additional information […]