Restricting Asset Access
In this guide we will cover: – How to restrict agent access to assets – How to restrict agents access to certain asset fields The type of asset permissions you use will depend on the setting 'Asset Permission Type', found in Configuration > Asset Management > General Settings. Fig 1. Asset Permission type Use […]
Software Licensing
Guide to enabling and using Software License management in Halo Halo provides the ability to easily manage software licenses among your assets and across all of your customers. Enabling Software Licensing First, head to Configuration > Teams & Agents > Roles > Select your role, e.g. "Administrator" > Permissions, and make sure that you have […]
Assets Vs Items
In this guide we will cover: – The difference between assets and items/products in Halo Assets Vs Items An Asset can be thought of as an individual instance of an Item/Product, whereas a product is a collection of assets that have not yet been serialised/individualised. Items/Products (the term 'Item' & 'Product' are interchangeable in HaloPSA) […]
Event Management
In this guide we will cover: – Setting up Event Management – Creating an Event Rule – Overseeing Events Event management allows you to manage the events that are triggered by Asset Management and Alerting integrations using webhooks. Using this module you can create rules to determine which events log tickets and control the fields/configuration […]
