Managing Multiple End User Portals
In this guide we will cover: – How to have a second end user portal set up – Customise the Branding of each portal – Customise Portal CSS – Customise Portal Language – Setting Portal Access – Distributing portal URLs using $-Variables – Restricting Portal Button Access – Restricting Portal FAQ list access – Restricting […]
Viewing Child Tickets on the Portal
In this guide we will cover: – Showing Child Tickets on the User Portal – Configuring the Tab Showing Child Tickets on the User Portal For End-Users to see child tickets on the portal you will first need to set the ticket type level setting to determine what child tickets they can see: Configuration > […]
Changing the Self-Service Portal Language
In this guide we will cover – Setting the General Language for the Self Service Portal – Changing the Language of the Self Service Portal for each Customer Site Related guides: Languages in Halo Setting the General Language for the Self Service Portal The default language your Halo uses is set under Configuration > Language, […]
Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL
In this guide we will cover: – Setting up Anonymous Ticket Logging Setting up Anonymous Ticket Logging You can allow users to log requests anonymously (without authentication to the portal) for certain ticket types in the following way. The form can be accessed via a link or can be embedded on a website by adding […]
Custom CSS to hide “PSA Software by HaloPSA” or the entire Footer
Need to add this CSS in the self service portal To do this, navigate to the footer section of the self service portal config and click onto the setting "Display custom HTML": Figure 1. Display custom HTML button Once enabled the following html/css input will show: Figure 2. HTML/CSS input You can then include the […]
How to change the colour of ‘How can we help you today?’ on the Portal
In order to change the colour of the title in the portal, we have to change the custom CSS in Configuration > Self-Service Portal > *Click into the Custom CSS Button* A modal window will appear which has the editable CSS: Add the below "color" line into the custom CSS for the search title: .portal […]
Web Announcement
In this guide we will cover: – What are Web Announcements? – Setting an End Date – Overrides – Visibility – Permissions What are Web Announcements? Web announcements are messages that are displayed to all users on the End-User Portal. They can be set as seen below. Fig 1. Web Announcement option. Setting an End […]
Self-Service Portal Customisation
In this guide we will cover: – Portal Customisation – Setting Portal Access – Home Screen – Tickets on the Portal Portal Customisation The Self-Service Portal can be customised in Configuration > Self-Service Portal. This guide will step you through each of the settings on this screen. Web Portal URL Your portal URL will be […]
