Menu Buttons
In this lesson we will cover: – List of Menu Buttons – Creating Menu Buttons – Customising Menu Buttons – Show on Navigation Bar Setting Associated Admin Guide: 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 […]
How to Create New Request Buttons within a Service
Creating service request buttons via the service details table. The custom scribe iframe can be found for this within the lesson "The Service Catalogue – Advanced Configuration" 1. Add a new service request button. 2. Name the button, I have named this one 'Request Microsoft software' 3. Now choose the ticket type this button will […]
Emails with New Ticket Hyperlinks
In this lesson 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 lesson 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 lesson 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 lesson 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 […]
Raising a Service Request
In this lesson we will cover: – Creating the Ticket Type – Priority Field – Configure the Menu Button – Menu Button List – New Form Screen Associated Admin Guides: Self Service Portal Ticket Types Creating the Ticket Type When tickets are raised by agents in HaloPSA (or by end-users on the Self-Service Portal) you are […]
Configuration for Raising Tickets on the Portal
In this lesson we will cover: – New Ticket Configuration For The Self Service Portal – Ticket Type Selection on a Menu Button – Logging a Ticket – Web Access Level – User Roles Associated Admin Guides: Agents Self Service Portal Ticket Types Some of the configuration options may appear in different tabs, or may […]
Showing your Roadmap
In this lesson we will cover: – Adding the Roadmaps Option to the Self-Service Portal – Enabling Roadmap Columns Associated Admin Guide: 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 […]
Appearance/Home Screen
In this lesson we will cover: – Basic Configuration Options – Home Screen Configuration Associated Admin Guide: Self Service Portal Basic Configuration Options The Self-Service portal can be personalised to give your end-users a unique experience when providing self-service. All configuration options around customising your Self-Service portal can be found via heading to Configuration > […]
