Multi-Tenancy
In this guide we will cover: – What is Multi-Tenancy in Halo? And what are the benefits? – How to create a new organisation – Using organisation overrides – Setting agent restrictions at organisation level – Improve performance in your instance What is Multi-Tenancy in Halo and what are the benefits? Multi-Tenancy in Halo allows […]
The Service Catalogue – Advanced Configuration
In this guide we will cover: – What are services and when are they used? – Creating a new service with a breakdown of each setting – Change the service image/logo What are services and when are they used? Services in Halo are used to organise the services you provide to your end users, rather […]
Pushing the Teams Embedded Self Service Portal to Customers Microsoft Teams Tenants
Prerequisites for this include setting up the following guides: Microsoft Teams Integration Embedding your Halo Self-Service Portal into Microsoft Teams This use case of the Microsoft Teams embedded portal, was created by homotechsual: https://github.com/homotechsual/Blog-Scripts/blob/main/Microsoft%20365/Teams/WebTabForPartners.ps1 Alternate link
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 > […]
Service Level Agreements (SLAs)
In this guide we will cover: – What are SLAs? – General Settings – Workdays – Creating Service Level Agreements – Approval Processes – Follow-Up Date Column – Resetting Respond-By Targets – Visualising Ticket Metrics – Create SLAs from XLS Import Configuration Settings Guides: SLA General Settings Service Level Agreements Workdays Tickets General Settings Related […]
Customers and Importing/Migrating Data
In this guide we will cover: – Customer records – Creating a New Customer – Importing Customers Customer Records This screen provides an overview of your customer records. Customers are the organisations/companies that you support and maintain services for. From here you can search your existing customer records or create new ones. You can also […]
Service/Application Availability Management
In this guide we will cover: – What is Service availability tracking? – How to set up service availability tracking – Be notified if a service is down – Reviewing downtime What is Service availability tracking? Service and application availability tracking in Halo allows you to track the amount of uptime and downtime that has […]
An Introduction to the Knowledge Base
In this guide we will cover: – What is the Knowledge Base? – Viewing, Editing and Adding Articles – Configuring Article Suggestions – Adding Videos to Articles – Cloning Articles – Reporting on Articles – KBs on a Ticket Type – KBs on the Self-Service Portal Admin Guides: Knowledge Base Ticket Types Related Guides: FAQ […]
Performing Ticket Approvals via API
1. Get Ticket Information First, retrieve the ticket details by making a GET request to: /api/tickets/{ticket_id} The response will contain an approvers array. Each approver entry contains: name – The approver's display name emailaddress – The approver's email user_id – The approver's user ID seq – Required for approval submission actionnumber – Required for approval […]
Creating Report Data Within a Runbook (Matching and Merging to Existing Alert Tickets)
In this guide we will cover: – Creating Report data within a Runbook – Worked Example – have email alerts merge based on alert ID Creating Report Data within a Runbook Report queries can be within integration runbooks to obtain data from your Halo database to be used as part of the runbook. This guide […]