HaloPSA Guides

Setting Up HaloPSA (9)

• Call Management in Halo
• Creating Agents and Editing Agent Details
• Departments, Teams and Roles
• Importing Data
• Organisation Basics
• Organising Teams of Agents
• Step-by-Step Configuration Walk Through
• Suppliers
• Syncing Exchange Calendars

Basic Configuration (8)

• Application Colour and Theme
• Configuring Agent Views
• Configuring PDF Templates
• Custom Fields - Adding to Your Records
• Customising your Ticket View
• Self-Service Portal Customisation
• The Service Catalogue
• Using and Editing the Tile View

Email Configuration (9)

• Adding a New Mailbox
• Agent Forwarding and Email Updates
• Azure Mail Setup
• Canned Text
• Email Rules
• End-User Closure Confirmation
• Forwarding an Action
• Notification Types
• Variables in Email Templates

Incident Management (9)

• Altering Ticket Types
• Creating a Form
• Creating and Using Quick Actions
• Incident Management
• Modifying and Adding Workflows
• Scheduled Tickets
• Ticket Templates Explained
• Viewing a Client's Tickets
• Viewing a Site's Tickets

Problem Management (2)

• Problem Management
• Service Status Monitoring

Change Management (2)

• Approval Processes
• Change Management

Agent Configuration (2)

• Agent Permission Settings
• Configuring Agent Roles

Service Level Agreements (2)

• SLAs and Priorities
• Workdays and Working Hours

Knowledge Base (2)

• Problem/Resolution Finder
• Using your Knowledge Base

Asset Management (4)

• Asset Management
• Custom Buttons
• Linking Assets
• Software Licensing

Developers (2)

• Allowing your Portal to be Externally Accessible
• Connecting Through the API
• SQL Schema

Project Management (1)

• Project Management in Halo

• Calendar and Appointments
• Configuring PDF Templates
• Contracts
• Custom Tables
• Customer, Site and User Records
• Emailing Users
• Internal Conversations
• Invoicing in Halo
• Manually Creating a Ticket
• Navigating the Software
• Notifications
• Parent and Child Tickets
• Pre-Pay
• Purchase Orders
• Quotations
• Sales Orders
• The Asset Catalogue
• Time Management in Halo
• Using Dollar Variables in Actions

Integrations (36)

• Active Directory Integration (LDAP)
• ADFS Integration
• AnyDesk Integration
• Azure Active Directory Integration
• Azure Automation Integration
• Azure DevOps Integration
• Beyond Trust Integration
• Centrify Integration
• ConnectWise Automate Integration
• Datto RMM Integration
• Dynamics 365 Business Central Integration
• Dynamics 365 CRM Integration
• Facebook Integration
• Google Calendar Integration
• Google Workplace Integration
• Halo Integrator
• Intune Integration
• Jira Integration
• Lansweeper Integration
• LogMeIn Rescue Integration
• Microsoft Teams Integration
• Ninja RMM Integration
• Okta Integration
• PagerDuty Integration
• PowerShell Integration
• QuickBooks Online Integration
• Sage 200 Integration
• Salesforce Integration
• SCCM Integration
• Slack Integration
• SolarWinds N-Central Integration
• SolarWinds RMM Integration
• SolarWinds Take Control Integration
• Splunk Integration
• TeamViewer Integration
• Xero Integration

Reporting (6)

• A Quick Guide to Scheduling Reports
• Charts and Graphs in Reports
• Getting the Most From Your Dashboard
• Keeping Track of Feedback
• Reports and Scheduling
• The Report Screen Explained

Language (1)

• Languages in Halo

• Action Button Configuration
• Annotating Images in Actions
• Creating Tickets Via Email
• Followers and Following Tickets
• Linking a Ticket to a Parent Ticket
• Linking Child Tickets to a Parent Ticket
• Merging Tickets
• Missing or Deleted Tickets
• My Account
• Search Tools in Halo
• Statuses
• Terminology
• The Activity Feed
• Ticket Areas
• Understanding Halo Web-App Software Releases
• Upgrading Halo
• Upgrading to Version 2
• Using "Drag and Drop"

• Multi Factor Authentication