Agents
Configuration > Teams & Agents > Agents The Agents section of the configuration is used to manage your staff that use Halo Licences, being able to add these Agents to teams, assign roles, and set preferences and other information against them. If anything is manually added to an agents permissions i.e. not applied via a […]
Holiday Management
Configuration > Teams & Agents > Holiday Management Check out the guides for more information on Holiday Management, the same guides can be found on the HaloPSA Academy: Holiday Management HaloPSA Academy – Holiday Management General Settings Field Type Description Agent Status to set when an Agent is on Holiday Single Select Agents will be […]
Roles
Configuration > Teams & Agents > Roles Roles in Halo allow you to bulk change agent permissions, department/team membership & determine notifications relevant to agents with this role. When you are changing permissions for an agent or changing permissions at role level, it is important to log out and log back in for your permissions […]
Qualification Matching
Configuration > Teams & Agents > Qualification Matching Check out the guides for more information on Qualification Matching, the same guides can be found on the HaloPSA Academy: Distributing Tickets in Halo (Intelligent Routing, Load Balancing, Round Robin, Qualification Matching) HaloPSA Academy – Distributing Tickets in Halo (Intelligent Routing, Load Balancing, Round Robin, Qualification Matching) […]
Workdays
Configuration > Teams & Agents > Workdays Configuration > Service Level Agreements > Workdays Check out the guides for more information on Workdays, the same guides can be found on the HaloPSA Academy: Workdays HaloPSA Academy – Workdays Table View Field Type Description Name Header The name of the Workday. Top Bar Field Type Description […]
Statuses
Configuration > Teams & Agents > Statuses This is for agent statuses, not to be confused with ticket statuses (Configuration > Tickets > Statuses) Details Field Type Description Status Name Free Text The name of the Status Sequence in lists Integer Determines where the Status will appear in lists; a higher Sequence will result in […]
Teams
Configuration > Teams & Agents > Teams Teams in Halo allow you to group your Agents into one or more Teams which can be used to dictate their access to different parts of the application. Check out the guides for more information on Teams, the same guides can be found on the HaloPSA Academy: Teams […]
