Portal Customisation

Allow Users to Update their own Details from the Portal

Anonymous Ticket Logging

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.

Google Analytics in the Self-Service Portal

How to change the colour of 'How can we help you today?' on the Portal

How to Restrict Users Access to Reports

This article explains how to control user access to reports within a portal. It details steps to make reports available in the portal, restrict access to specific reports, and make reports publicly accessible. Access can be limited by configuring visibility restrictions on portal buttons or setting user access permissions at different organizational levels. The article also describes how to publish reports via dashboards for public viewing and how to share raw report data while managing anonymous access settings to prevent unauthorized report sharing.

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.

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.

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.

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.

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.

Self-Service Portal Restrictions

This guide instructs on implementing restrictions within a self-service portal, focusing on menu button, ticket, action, service, asset, and knowledge base restrictions to tailor user experiences. It covers menu visibility adjustments, ticket type and access limits, action visibility controls for tickets, asset view restrictions based on user roles, and service access via role assignments. It also details knowledge base viewing based on allowed customers and geo-locations, and discusses multi-tenancy for different organizational access. These enable targeted user experiences by limiting access to relevant sections.

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

Tickets in the Self-Service Portal

Viewing Child Tickets on the Portal

Viewing Tickets in the Portal

This article is a guide on configuring the Self-Service Portal for viewing tickets. It details steps on setting default ticket types, customizing ticket views, and editing actions associated with tickets. Users can configure visibility and details of tickets, such as public actions and SLA information. It also explains how to customize column profiles and default views for users, facilitating an organized ticket management experience 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.