End-User Interaction
9 guides
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.
Allow Users to Update their own Details from the Portal
Emails with New Ticket Hyperlinks
Google Analytics in the Self-Service Portal
Knowledge Base Articles in the User Portal
This article provides a comprehensive guide to managing a Knowledge Base in the User Self-Service Portal. It covers enabling the Knowledge Base, tracking user interactions with articles, and setting various restrictions for articles and FAQ lists. Restrictions can include login requirements, geo-location constraints, and organizational access. The guide also details how to customize the visibility of Knowledge Base details for users, ensuring control over what information is shared. This configuration helps administrators deliver tailored experiences and monitor user engagement effectively.
Making Dashboards Available to Users on the Self-Service Portal
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.
Tickets in the Self-Service Portal
Viewing Child Tickets on the Portal