Customising your Halo
8 guides
Application Colour and Theme
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.
Custom Fields
The article serves as a comprehensive guide on custom fields within Halo, detailing their creation, configuration, and application. It explains the use of different data types for custom fields and their respective input options. The guide includes instructions on setting visibility restrictions, applying access controls, and using variables to populate fields automatically. Furthermore, it covers step-by-step processes for cloning fields and setting validation rules for date fields, highlighting how these features enhance data management and customization within the Halo platform.
Customer Areas
This article explains the concept of Customer Areas, which function like ticket areas to provide filtered lists of customers. It guides users on how to create, restrict access to, and hide Default Customer Areas. Users can create Customer Areas by going to Configuration, selecting 'Customers' in the 'Use' dropdown, and configuring filters and entity visibility. Customer Areas can be restricted to specific teams or roles, and the Default Customer Area can be hidden to streamline the agent view. Detailed instructions include navigation setup and permissions adjustments.
Introduction to HaloITSM/ESM
This article provides an overview of HaloITSM, covering key components such as users, agents, clients, sites, tickets, and service level agreements. It explains the roles of users and agents in managing tickets and the functionalities available for customization, like user preferences and permissions. Additionally, it delves into the administration and configuration of clients, sites, and top-level structures within an organization. Topics such as custom fields, asset management, service catalog, items, reporting suite, and the self-service portal are also discussed to aid in efficient IT service management.
Progressive Web Application
Self-Service Portal Customisation
This article provides a comprehensive guide on customizing and configuring the Self-Service Portal. It covers portal customization options including URL, title, color, and logo configurations. The guide explains how to manage access settings, such as allowing anonymous usage, setting up home screen menu buttons, and adjusting new ticket settings. Additional features like 'My Tickets' and 'My Assets' widgets, alignment of navigation buttons, and ticket details settings are also discussed. The article includes configurations for ticket actions, footer content, and miscellaneous settings, ensuring effective portal management.
Web Announcement
The article provides a comprehensive guide on web announcements in the End-User Portal. It covers key aspects such as setting an end date for announcements to automatically remove them, overriding options at client and top levels, and configuring visibility and location in the Self Service Portal. It also details permissions, allowing agents to set announcements, while administrators retain control regardless of the permissions set. The document includes figures for better understanding of configurations and settings involved.