Agents
6 guides
Agent and User Impersonation
Agent Permission Settings
Agent Resource Booking
The article provides a comprehensive guide on configuring the Agent Resource Booking feature in HaloPSA. It includes instructions on setting up booking configurations, ticket type configurations, and usage via the Self-Service Portal. The feature enables technicians to send booking links to customers, allowing them to schedule appointments without email back-and-forth. It details creating booking types, linking booking screens via emails, setting appointment reminders, and managing time zones and team resources. The guide also covers how to cancel appointments and administer user actions for bookings.
Azure Actions
Configuring Agent Roles
Customising the Agent Application
This article covers the customization of the Agent Application to enhance user experience with the new UI and various configurations like ticket types, SLA settings, dashboards, and more. The new UI includes features such as customizing the ticket icon, hiding ticket IDs, adding widgets, and changing sidebar content. Additionally, users can manage agent and dashboard configurations by adjusting widget appearances, asset lists, and sidebar controls. Advanced settings offer options to personalize the tree view and navigation menu colors, and enable branding ticket areas with images, enhancing both functionality and appearance.