Organisational Chart

Configuration > Organisations > Select Organisation The organisational chart is a means of visually representing your organisation as a tree view. Each organisation (blue box) can be composed of multiple departments (green boxes) – agents can be members of these departments, primarily used for ticket visibility/modification. Each department can be composed of multiple teams (yellow […]

Settings

Configuration > Organisations > Select Organisation This is the settings Tab of an organisation, you can choose what FAQ Lists the Agents have access to. Top Bar Field Type Description Edit Button Enables edit mode, and saves changes made. Change Logo Button Opens up a menu for uploading an image to use as a Logo […]

Organisation

Configuration > Organisations Check out the guides for more information on Organisations, the same guides can be found on the HaloPSA Academy: Organisations HaloPSA Academy – Organisations Field Type Description Enable Multi-Tenancy Checkbox Multi-Tenancy will allow the database to be split to be used for multiple organisations at the same time. Enabling this will allow […]

Details

Configuration > Organisations > Select Organisation Top Bar Field Type Description Edit Button Enables edit mode, and saves changes made. Change Logo Button Opens up a menu for uploading an image to use as a Logo for the Organisation. Details Field Type Description Name Free Text Organisation name, used for email/PDF templates. Address Free Text […]

Departments

Configuration > Organisations > Select Organisation When adding departments to your organisation you will be prompted to specify some department details & will be provided with the option to allocate members (agents and/or end-users). For our Admin Guide, we will only focus on the options presented when populating the details for your department. Check out […]