Knowledge Base Articles in the User Portal

In this guide we will cover: – Enabling the Knowledge Base Area – Showing User Article Views – Setting Article Restrictions – Setting FAQ Restrictions – Showing/Hiding Article Details – Pin the FAQ list to the page  – Allow Users to leave feedback on Articles Enabling the Knowledge Base Area First, the knowledge base area […]

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 […]

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 – Send Bulk communications to all subscribers of a service – Checking User Access – Allow Non-Administrator Agents to Create and Configure Services […]

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 […]

Embedding your Halo Self-Service Portal into Microsoft Teams

In this guide we will cover: – What is Embedding the self-service Portal into Microsoft Teams? – Part 1 – Embed your Halo Portal into Teams – Part 2 – Configure Automatic Sign in – Error Troubleshooting What is Embedding the self-service Portal into Microsoft Teams? Embedding your Halo self-service portal into Microsoft Teams allows […]

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 […]

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.

New Portal Anonymous Usage

Allow anonymous access to the new user portal. v2.21 and onwards. Enable anonymous access by disabling this checkbox on the Config > Self Service Portal settings page. Then choose a site for Anonymous users tickets to be logged at. You should then be able to access the portal without being logged in. If using multiple […]

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 […]