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Organisation Settings

Updated Sep 29, 2026850 viewsView on usehalo.com
  • portal
  • administrator
  • organisation
  • logo

Configuration > Organisations > Select Organisation

Top Bar

FieldTypeDescription
EditButtonEnables edit mode, and saves changes made.
Change LogoButtonOpens up a menu for uploading an image to use as a Logo for the Organisation.
DeleteButtonDeletes the Organisation.  This only shows against additional organisations, you cannot delete organisation with the ID=1. 

Details Tab

FieldTypeDescription
NameFree TextOrganisation name, used for email/PDF templates.
AddressFree TextMain office address, used for email/pdf templates & self-service portal footer.
Phone NumberFree TextMain contact phone number for organisation, used for email/pdf templates & self-service portal footer.
Email AddressFree Textprimary contact email for organisation, used for email/pdf templates & self-service portal footer.
Web SiteURLOrganisation web address, used for email/pdf templates & self-service portal footer.
Bank Details Line NFree TextIndividual bank details for your Organisation(s), more useful for multi-tenancy where this would want to be seperate for each one.
Tax NumberFree TextTax Number for your Organisation, helpful for billing defaults.
Portal TitleFree TextHere you can customise the text that displays in the browser tab of the portal for this organisation. If no text is entered the tax text will state "Halo - User Portal". 
Portal URL(Read only if hosted) URLThis shows the url used to access your portal. If your instance is hosted this will be a read only field. If you would like to change your portal url you will need to reach out to our support team. 
Portal ColourHex colour codePortal colour theme, primarily returned as background colour for navigation bar (header) & menu button icons. From v2.253+ this colour is also used for the loading wheel in the portal. 
ImageLogo returned in the top left-hand corner of Self-Service Portal. If unset, organisation logo is used.
Portal Logo alt textFree TextEnter the alt text (short written description) of your logo image here. Used by search engines and accessibility tools to 'read' your logo.
Portal home screen background image URLURLThe image returned when navigating to this URL will be used as the background for the home screen of the Self-Service portal.
Portal FaviconImageHere you can upload the image you would like to be used as the favicon for your portal. This must be a .ico file and should be 32x32 pixels. On versions prior to v2.253 this can only be used if your portal has a different host name to the agent web application. From v2.253+ you can use this even if your portal does not have a different host name. 
Allow the Portal to be installed as a Progressive Web App CheckboxEnable this if you would like to be able to install the portal as a progressive web app (available for hosted customers only).
Portal PWA manifest App short name Free TextOnly applicable when "Allow the Portal to be installed as a Progressive Web App" is enabled. Enter a name for your progressive web app here. 
Portal PWA manifest App descriptionFree textOnly applicable when "Allow the Portal to be installed as a Progressive Web App" is enabled. Enter a description for your progressive web app here. Only applicable when "Allow the Portal to be installed as a Progressive Web App" is enabled. 
Portal PWA manifest App iconImageOnly applicable when "Allow the Portal to be installed as a Progressive Web App" is enabled.  Upload the image you would like to be used for your progressive web app here. 
Message GroupSingle SelectDefines the set of email templates to be used when sending emails via this organisation.
Reply AddressFree TextEmails from any customer to this organisation, will have the address they are sending to automatically default to the reply address set here. For example if this is set to the support@ email address and the user emails to sales@ email address, as the email comes into Halo, its "To" address will change to this default.

Departments

FieldTypeDescription
DepartmentsTableThis contains each of your departments, showing a column for each department's manager and if it is an agent department or not. Each row of the table can be edited to edit the configuration for each department. Configuration options within a department are covered in our guide here. 

Organisational Chart

FieldTypeDescription

Organisational Chart

ChartThe chart here provides a visual representation of your organisation as it is configured in Halo, showing each of your departments and teams with the agents (and users) that sit under them. This is a reflection of how access restrictions are configured in your instance, rather than your actual organisation structure. Selecting an agent/team/department here will open up the configuration for that entity. 

Settings

FieldTypeDescription
Allow use of all Ticket TypesCheckboxWhen checked, all Ticket Types will be allowed to be used by the Organisation. When unchecked, a multi-select list will be presented for defining 'Allowed Ticket Types', which will act as a whitelist for ticket types.
Allowed Ticket TypesMultiple SelectionHere values can be listed from all existing Ticket Types, those that are selected will be the only allowed to be used by members of this organisation. 
FAQ Lists that Agents can see and manageMultiple SelectionA whitelist where FAQ lists can be added to a list of those that the Agents in this Organisation can see. Any FAQ lists marked as "Show for everyone" will ignore these restrictions.
Self Service Portal Chat Profile Override
Single SelectHere you can select which chat profile is used for this organisation. This overrides the global chat profile set for the portal, but can be overridden at customer level. 

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