Portal Customisation

Appearance/Home Screen

The article provides a guide on configuring the appearance of the Self-Service Portal's home screen. Key sections covered include basic configuration options, home screen configuration, and customisation for a unique end-user experience. Users can personalise portal title, welcome message, color theme, logo, and use custom CSS. Authentication options allow login configurations, and portal customisation can be set at customer and organizational levels. The home screen can be styled with background images, display options, and additional interactive elements like upvoted articles and service status.

Branding in Halo

This article provides guidance on branding features within Halo, focusing on email templates and self-service portals. Branding in Halo allows for customization to align with the organization's or customer's brand. Email templates can be branded and grouped into message groups that correlate with different branding scenarios. These groups are assignable to entities such as customers, departments, or teams. The self-service portal can also be globally customized or altered based on organization or customer-level branding. Multiple branding setups can be managed using Halo's configuration settings for portals and email communication.

Changing the Self-Service Portal Language

Custom CSS in the Self-Service Portal

Custom HTML Banner on the Self-Service Portal

This article provides a guide to adding a custom HTML banner to the Self-Service Portal. It includes instructions for enabling and positioning the banner on the Home Screen, either above, below, or both. Users can input HTML, including organizational variables, and adjust the banner's height, suggested at 60px. The article also explains how to apply a sticky banner across all portal pages, which remains visible as users navigate the portal. This feature requires specific HTML positioning settings.

Menu Buttons

The article provides a comprehensive guide on managing menu buttons within the Self Service Portal in HaloPSA. It includes instructions on listing, creating, and customizing menu buttons. Users can configure button order, customize icons and settings, and manage access requirements for end-users. Options are available to display buttons on the navigation bar for easier access. The portal allows for global settings that can be overridden for specific services, helping tailor user interactions with the portal.

Remove Your Company Details from the Self-Service Portal

This article provides instructions for removing your company's details from the self-service portal. It outlines two methods: a new method for versions v2.145 and above and an old method using custom CSS for versions below v2.145. The new method involves navigating to the 'Footer content' section under Configuration and using checkboxes to toggle the display of organization details. The old method uses custom CSS code to either completely remove the footer or retain the footer while hiding the details. This customization helps manage the visibility of company information on the portal.

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.

Showing your Roadmap

This guide provides instructions for displaying roadmaps and change management in a self-service portal. It explains how to add a 'Roadmaps' option to show ITIL-type 'Change Request' tickets in a Kanban format, based on their target dates. The guide also describes how to enable roadmap columns, display changes by status, and utilize a change calendar for date-specific views of upcoming changes. Users can access change requests based on configurations set for client visibility, and can control calendar entries to expose only approved requests.

Start to Finish: Self-Service Portal

Viewing Child Tickets on the Portal

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.