Departments and Teams

                           In this guide we will cover: – How to create a new Department and Team in Halo Associated Admin Guides Departments Teams Creating a new Department and Team To access Departments & Teams in Halo, the best place to start is your Organisation settings. For this, navigate to Configuration > Organisation and […]

Introduction

Introduction   HaloPSA allows you to configure your Organisational structure by making use of Departments and Teams. You can then add your Agents as members of the relevant Department/Team. Before configuring your organisational structure, it is important to understand the terminology used here. Agent – Your colleagues/employees. They account for the licences you purchase from HaloPSA […]

Organisations

Details To configure your Organisation go to the Organisation configuration area and click on the Organisation that you want to configure (you can have multiple if using Multitenancy). Multi-tenancy allows you to have multiple organisations within one instance of Halo and as a consequence, multiple sets of departments, you can configure different self service portals […]

Teams

Configuring your Teams To configure your Teams go to the Teams and Agents configuration area and hit Teams. Fig 1. The Teams Module When adding a Team to this list, you will first be presented with the option to add in core details against the team including the name, main email address and any team-specific […]

Departments

Departments sit one level above teams. Departments can be used to give agents access to all Teams under a department in a fast and efficient way. Generally this is used to ensure they have visibility of all teams under a department. Fig 1. Facilities Department Membership You can set a department as an Agent Department(Agent […]

Client Custom Field Agent Restrictions

In this lesson we will cover: – Restricting Agents from Modifying Client Custom Fields Restricting Agents from Modifying Client Custom Fields Agents can be restricted on whether they can modify specific client level custom fields. These can be set at the Role or Agent level in the Permissions tab: Fig 1. Organisation Custom Field Restrictions […]

Organisation Basics

How to configure your basic organisation features within Halo. To setup your organisation, you must go to the configuration console and select the "Organisation" module: You will see the option here to enable multi-tenancy, but to start with we'll just use a single organisation. Click 'Configure My Organisation' to access the details. The first section […]

Organising Teams of Agents

Teams and their use within Halo Related Articles: Ticket Templates Assigning tickets on receipt Column profiles and view customisation Teams and their use within Halo Halo Teams; a way to introduce a division of labour or divide up the specialised knowledge to speed up the solutions to your customers or internal problems. Out of the […]