Handling Attachments/Files in Runbooks

In this guide we will cover: – Attachment Endpoint – Sending Files in your Halo Instance to another Halo Instance or to Another Tool as Form Data – Sending Files in your Halo instance to another Halo instance or to another tool as a Downloadable Link – Obtaining Files from another Tool – Obtaining Attachment […]

SailPoint Integration

In this guide we will cover: – What is the SailPoint Integration?– Enabling the SailPoint Module – Connecting to SailPoint  – Role Mappings – User Mappings – Halo Integrator What is the SailPoint Integration? The SailPoint integration allows you to import users and roles from SailPoint as various Halo entities. Enabling the SailPoint Module In […]

Contents of AI Guides

In this guide we will cover: – Summary – AI Guides Summary Halo provides various AI features to help you integrate AI into your standard operating procedures. If you are looking at using AI in your Halo instance but you are not sure where to start, read the following overviews on the AI functionalities we […]

CIPP Integration

In this guide we will cover: – What is the CIPP Integration? – Connecting to CIPP – Linking to CIPP      – Creating a Custom Button Related Guides: Custom Buttons  Microsoft CSP Integration Microsoft Entra ID (Formerly: Azure Active Directory) What is the CIPP Integration? CIPP can be integrated with Halo to add custom […]

AI Acknowledgement Emails

In this guide we will cover: – Using AI to Generate Acknowledgement Emails – Adding an AI response to a template Related Guides: Boost Ticket Processing using AI Using AI to Generate Acknowledgement Emails AI can be used to send out acknowledgement emails when a ticket is logged. This can be set per ticket type. […]

Sophos Integration

In this guide we will cover: – What is the Sophos Integration? – Connecting to Sophos – Importing Customers – Importing Licences   – Halo Integrator  What is the Sophos Integration? The Sophos integration can be used to import customers and their licences into Halo.  Connecting to Sophos In Configuration > Integrations, hover over the […]

UserWay Integration

In this guide we will cover: – What is the UserWay Integration? – Enabling UserWay on the Self Service Portal – Enabling UserWay on the Agent Application  What is the UserWay Intgration? UserWay is an accessibility tool which can be integrated with Halo on the Self Service Portal and the Agent Application.  Enabling UserWay on […]

Project Setup Wizard

In this guide we will cover: – What is the Project Setup Wizard? – Creating Projects – Creating Project Tasks What is the Project Setup Wizard? The Project Setup Wizard is a tab available on Quotations and Sales Orders to directly create a custom project setup based on products that have been added to them. […]

Peppol e-Invoicing via Tickstar

In this guide we will cover: – What is Peppol e-Invoicing via Tickstar? – Installing the Integration – Authentication Configuration – Integration Customisation – Enabling the Integration – Invoicing Syncing and Error Logs What is Peppol e-Invoicing via Tickstar? Peppol e-Invoicing via Tickstar allows you to configure the Peppol (Pan-European Public Procurement Online) e-Invoicing integration […]

Advanced Agent Restriction

In this guide we will cover: – What are Departments? – What are Teams? – What are Roles? – Restricting Administrator Access – Restricting Reporting on Tickets – Build Permissions without Administrator Access Admin Guides: Agents  Departments Roles  Teams Related Guides: Access Control  Departments Roles Teams This guide outlines how Agents, including those with the […]