Customising and Branding Halo
11 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.
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.
Customising the Navigation Menu in Halo
This guide provides a comprehensive overview of customizing the navigation menu in Halo. It covers how to configure ticket/navigation areas, adjust the layout of the navigation menu, create navigation profiles for different entities, and override screen layouts per agent. Additionally, it explains how to create a custom URL navigation module and set it in the list, including an option to open links in new tabs. The guide emphasizes the importance of customizing navigation to suit organizational needs, providing detailed steps for managing ticket categories, permissions, and configuration settings.
Halo Tab Customisation
This article provides a guide to customizing Halo tab functionality, detailing how to enable and use multiple tabs within the Halo interface. It includes instructions on necessary prerequisites such as using the 2025 UI and configuring browser settings. The guide explains how to set preferences for opening items in new tabs and how to manage tabs, including opening, closing, and duplicating them. It emphasizes seamless navigation without cluttering the browser and provides visual figures for better understanding of the settings and processes involved.
How to change the colour of 'How can we help you today?' on the Portal
Languages
This guide explains how to manage language settings within the Halo platform. It covers steps for changing an agent's language, setting a default language, and customizing language options. Users can import or export language packs, and adjust individual terms through the language configuration settings. Custom translations can also be added, and specific fields can be translated using an 'Add translations' shortcut. This allows flexible and precise control over language settings to suit organizational needs.
Managing Multiple End User Portals
This guide explains how to manage multiple end-user portals within the Halo platform. It covers setting up additional portals, customizing branding for each portal based on organization or customer requirements, and configuring CSS and language settings. The document also addresses portal access settings, including agent and user logins, and the use of $-variables for distributing portal URLs. Additionally, it discusses restricting portal button visibility, FAQ list access, and service availability based on the user's portal, utilizing multi-tenancy for organization-specific configurations.
Progressive Web Application
Report Colour Palette Based on Brand Colour
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.