An Introduction to HaloPSA
5 guides
Changing your Halo URL
To change your Halo URL to a custom one, add a CNAME record pointing your desired URL to your original Halo subdomain. An SSL certificate is required for security, either provided by you or generated by Halo's team. The process for altering the Self-Service Portal URL is similar, with a CNAME pointing to a specific portal subdomain.
Introduction to HaloPSA
This guide provides an introduction to the essentials of HaloPSA, detailing various components such as users, agents, customers, sites, tickets, SLAs, and custom fields. It includes explanations of system settings, user profiles, and ticket management. Additionally, the guide outlines the functionality of the self-service portal, reporting suite, service catalog, and invoicing system. It also covers how to navigate the interface and make use of advanced configuration options.
IP Addresses for Whitelisting
The article provides a list of IP addresses to whitelist for hosted Halo users, covering different regions: UK, USA/Americas, AUS/APAC, DE/Frankfurt/EU, CA/Canada, ZA, and Bahrain. These IP addresses are essential for allowing API requests and email connections through SMTP/IMAP/POP. The article also advises adding specific DNS listings to the sending domain's SPF record for proper email delivery.
Navigating the Self-Service Portal (For End Users)
This guide provides an overview of navigating a self-service portal for end users, detailing various functionalities such as customizing user preferences, logging and viewing tickets, requesting services, and viewing quotations, contracts, invoices, assets, dashboards, and the knowledge base. It explains key features like the navigation bar, user profile settings, menu buttons for different sections, and the process of viewing and managing available resources. The guide is designed to assist users in effectively using the portal's out-of-the-box features but notes that configurations can vary.
Release Notes
This guide provides a comprehensive overview of navigating release notes for the Halo software. It covers how to find and search for release notes, understanding different versions and their significance, and the release cycle. Users can view specific mobile releases, distinguish between stable, candidate, and beta releases, and understand email notifications for upgrades. Version numbers are explained, indicating application updates, software releases, and patches for minor fixes. The guide also outlines the process of accessing release details and understanding version changes in the Halo web and mobile applications.