Multi-Tenancy
3 guides
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.
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.
Multi-Tenancy
The article provides a comprehensive guide on setting up and managing Multi-Tenancy in Halo. It covers the benefits of having multiple organizations within a single Halo instance, like customized portal branding, message group overrides, and agent restrictions, which allow for improved organization and performance. Users can create new organizations, assign departments and agents, and manage organization-specific settings. Customizable features such as message group overrides, portal branding, and FAQ restrictions enhance the flexibility of Multi-Tenancy, catering to diverse organizational needs in managing support services efficiently.