The Service Catalogue

In this guide we will cover: – Service Catalogue – Service Access – Service Details – Field List – Monitored Services (Service Status Monitoring) – Maintaining your Service Catalogue – Favourite Services Associated Admin Guides: Services Service Catalogue  The Service Catalogue is a means of providing your end-users with a pre-defined list of more commonly […]

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 […]

Making Dashboards Available to Users on the Self-Service Portal

In this guide we will cover: – Sharing a Dashboard to the Portal – Publishing a Dashboard Sharing a Dashboard to the Portal Configuration > Reporting > Dashboards > *Click New*  When configuring an in-app dashboard Fig 1. Dashboard Type You can use the User Access tab to determine who can see the dashboard on […]

Allow Users to Self-Issue Items

In this guide we will cover: – How to allow users to issue their own item from the portal. – How to enable the item catalogue in the portal. – How to restrict what items users can issue. Related guides: Issuing Products The Service Catalogue Users may need an item to be issued when an […]

Service Status Monitoring

In this guide we will cover: – Monitored Services – Setting up a Monitored Service (Email Alerts) – Ticket Driven Service Monitoring – Service Monitoring in the Portal – Service Monitoring and Live Chat Monitored Services Services in Halo can also be configured as 'monitored' services, which will allow for their status to be tracked. […]

Halo Live Chat – Embedded on Other Sites

In this guide we will cover: – Embedding Live Chat on Other Sites – Populate custom fields with data from a chat session started by the Events API of the chat Embeddable Widget (v2.188+) Embedding Live Chat on Other Sites Within the Chat Profile configuration, set "Access" to "Self-Service Portal & External Websites". This will […]