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Appearance/Home Screen

Updated Apr 22, 2026618 viewsView on usehalo.com

In this guide we will cover:

  • Basic Configuration Options
  • Home Screen Configuration

Admin Guides:

Basic Configuration Options

The Self-Service portal can be personalised to give your end-users a unique experience when providing self-service.

All configuration options around customising your Self-Service portal can be found via heading to Configuration > Self-Service Portal

Fig 1. The Self-Service Portal configuration icon

Upon navigating to this icon, you will find the following configuration options:

Fig 2. Self-Service Portal configuration screen

  • Portal Title - This is the title of the browser tab:

Fig 3. Portal title displayed on the browser tab

Note: Within Configuration > Advanced Settings, make sure that the Advanced Setting Single Select Option - "Browser tab names" is set to "Rename tabs based on breadcrumb" this setting can be found in the Appearance section of Advanced settings (Near the top of the Page)

  • Welcome Message - The message displayed on the home screen of your Self-Service Portal:

Fig 4. Portal home screen

  • Portal Colour/Portal Logo - The colour theme (used throughout) and logo (top left of Fig 4) of your portal.
  • Custom CSS - If you're really looking to personalise the feel of your Self-Service Portal, you can use your own custom CSS to modify each element as you see fit.
  • Authentication Options - Here you can determine whether or not an end-user needs to log in to access your Self-Service Portal. 

The portal can also be customised per customer and organisation. 

Head to a customer profile > Settings tab > Self Service Portal section, here you will be be able to override the following for users under this customer that log in to the portal:

  • Portal Title
  • Portal Colour
  • Portal Logo
  • Portal Home screen background image 

These fields can also be edited per organisation under Configuration > Organisations > select an organisation > Settings section (only applicable if you are using multi-tenancy). 

Fig 5. Portal customisation at organisation level

Your Self-Service Portal URL can also be modified; to action this please reach out to HaloPSA support for further details!

Home Screen Configuration


Fig 6. Home Screen Options

The Home Screen area of your Self-Service Portal configuration provides you with options to set a background image (supplied via publicly available URL) and display type, where you can decide whether you would like the background to cover the entire page or simply as a banner at the top of the page.

You also have a series of options that can be toggled to show additional information below your menu buttons including articles with the most end-user upvotes and the status of your monitored services. You'll also see an option to set the number of menu buttons per row.

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