Custom HTML Banner on the Self-Service Portal
In this guide we will cover: – Adding a Custom Banner to the Self-Service Portal – Using Sticky Banners (v2.208.1+) Adding a Custom Banner to the Self-Service Portal In Configuration > Self-Service Portal, scroll to the "Home Screen" section and enable "Display custom HTML". Further options will then show underneath to choose the position(s) of […]
Branding in Halo
In this guide we will cover: -What can be branded in Halo? – How to Brand Email Templates – How to Brand the Self-service Portal What can be branded in Halo? User facing entities in Halo can be branded to, reflect the organisation or team that is providing the service to the user, or they […]
Self-Service Portal Restrictions
In this guide we will cover: – Menu Button Restrictions – Ticket Restrictions – Action Restrictions – Service Restrictions – Asset Restrictions – Knowledge Base Restrictions – Multi-Tenancy Restrictions Admin Guides: Self Service Portal Related Guides: Actions Asset Management Knowledge Base Self-Service Portal Customisation Service Catalogue This guide will cover various methods of restricting access […]
Menu Buttons
In this guide we will cover: – List of Menu Buttons – Creating Menu Buttons – Customising Menu Buttons – Show on Navigation Bar Setting Admin Guides: Self Service Portal List of Menu Buttons Menu buttons allow you to build out the functionality of your Self Service Portal and compose of all the features end-users […]
Embedded Chat not loading on website with Embedded Form
The Chat is not loading/showing on a website which also has an Embedded form. Symptom includes this error in the console when loading the page: The Chat embed code needs to be above the Form embed code within the webpage HTML. This is so the Chat can load before the Form to prevent any conflict.
Emails with New Ticket Hyperlinks
In this guide we will cover: – Sending Specific URLs – Prefilling Form Data using URLs Sending Specific URLs When sending an email to a user that contains a hyperlink to the portal you can send them to a specific page on the portal by simply copying the URL for the specific page. For example […]
Remove Your Company Details from the Self-Service Portal
In this guide we will cover: – New Method (Recommended) – Old Method (Depreciated as of v2.145) By default your organisation details will appear in the footer of your self-service portal. These include your organisation address, phone number, email address and (as of v2.178+) website. All these organisation details are set under configuration > organisations. […]
Viewing Tickets
In this guide we will cover: – Ticket Type Default – Ticket List on The Self Service Portal – Configuring Actions – Edit Actions on a ticket – Self-Service Portal Ticket Details Configuration – Column Profiles on The Self Service Portal In this example, we will take a look at the configuration around viewing tickets on […]
Google Analytics in the Self-Service Portal
In this guide we will cover: – Setting up Google Analytics Setting up Google Analytics Google Analytics can be connected to your Halo Self Service portal, allowing you to track the traffic and user behaviour on the portal. To set this up you will first need to obtain the measurement ID of your Google Analytics […]
Showing your Roadmap
In this guide we will cover: – Adding the Roadmaps Option to the Self-Service Portal – Enabling Roadmap Columns Admin Guides: Self Service Portal You can show your upcoming changes on the Self-Service Portal via the inclusion of the 'Roadmaps' menu option. This will show Tickets of ITIL type 'Change Request' in a Kanban format, […]