HaloPSA Guides
Documentation to assist with the setup and configuration of the HaloPSA platform
Getting Started
Setting Up HaloPSA (10)
ITIL Processes
Problem Management (2)
Change Management (2)
Admin Guides
Agent Configuration (2)
Service Level Agreements (2)
Knowledge Base (2)
Asset Management (4)
Project Management (1)
Agent Guides
- 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
Additional Guides
Integrations (42)
- 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
- Logs from the Halo Integrator
- Microsoft CSP Integration
- Microsoft Teams Integration
- Ninja RMM Integration
- Okta Integration
- PagerDuty Integration
- PowerShell Integration
- PRTG Integration
- QuickBooks Online Integration
- Sage 200 Integration
- Sales Mailbox Integration
- Salesforce Integration
- SCCM Integration
- SCOM Integration
- Slack Integration
- SolarWinds N-Central Integration
- SolarWinds Orion Integration
- SolarWinds RMM Integration
- SolarWinds Take Control Integration
- Splunk Integration
- TeamViewer Integration
- Xero Integration
Language (1)
FAQs
- 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 NHServer for On Premise installations
- Upgrading to Version 2
- Using "Drag and Drop"
