• Skip to primary navigation
  • Skip to main content
  • Skip to footer
  • Skip to custom navigation
HaloPSA

HaloPSA

  • Features
  • Pricing
  • Integrations
  • Resources
    • Demo On Demand
    • Roadmap
    • ITIL Alignment
    • Guides
    • HaloPSA Academy
    • Onboarding Partners
    • Distributors
  • Compare Us
    • ConnectWise
    • Datto Autotask
  • Solutions
    • I Need To…
      • Run My Business More Effectively

        Find out which customers and services are profitable and gain the confidence to act on this data.

      • Improve My Customer Experience

        Make all interactions as smooth as possible with a fully thought out end to end experience for your customers.

      • Streamline My Sales Process

        Remove unnecessary processes from your sales and account management and let them focus on their customer relationships.

      • Gain Control Of My Projects

        Visualise your workload and forecast your required budgets to ensure you can deliver on your projects.

    • We Are A…
      • Managed Service Provider
      • Telecommunications Provider
      • Cloud Solution Provider
      • Software Company
      • Consultancy Firm
    • Case Studies
      • nGeneration
      • Centrality
      • Commercial Managed IT
  • Start trial
  • Book demo

HaloPSA Guides

Documentation to assist with the setup and configuration of the HaloPSA platform

Guides > Multiple New Portals with different branding for one customer [Hosted]

Multiple New Portals with different branding for one customer [Hosted]


This should be requested by yourself with our Support Team, your Customer Success Manager or the Consultant currently Implementing the system.  Steps required are outlined below;


  1. Provide us with a certificate for the URLs required if these do not use one of our own domains, or ask that we request one from AWS. This will be a DNS validated certificate and will require you add a record to your DNS for each domain required. 
    1. These are generated programmatically and will be given to you when generated. 
  2. Point the relevant address required at mycompany-portal.halo[product].com with a CNAME record. EX: support.mycompany.com CNAME mycompany-portal.halopsa.com 
    1. Where mycompany is the tenancy name given to you and is the default web application address given to you or chosen by you. 
    2. [Product] is the product you licence from us; HaloPSA, HaloITSM, Halo Service Desk or HaloCRM.
  3. Once these are in place please inform us and we will complete the work on our side
  4. The Branding can then be changed once live in the Application configuration present in your system. This is accessed in Configuration > Integrations > Halo API > Configure Applications and the options are at the bottom of the application configuration. 



Popular Guides

  • Asset Import - CSV/XLS/Spreadsheet Method
  • Call Management
  • Creating a New Application for API Connections
  • Creating Agents and Editing Agent Details
  • Departments and Teams
  • Halo Integrator
  • Importing Data
  • Multiple New Portals with different branding for one customer [Hosted]
  • NHServer Deprecation User Guide
  • Organisation Basics
  • Organising Teams of Agents
  • Step-by-Step Configuration Walk Through

Footer

Products

Company

  • Contact us
  • Events
  • Channel Partners
  • Technology Partners
  • Distributors
  • Referral Program

HaloPSA

  • Features
  • Integrations
  • Mobile Apps
  • Blog
  • Pricing

Key Features

  • Service Desk
  • Sales CRM
  • Billable Time Tracking
  • Reporting
  • Contracts
  • Billing
  • Stock Management
  • Projects

Compare PSA

  • ConnectWise
  • Datto Autotask
  • Accelo
  • Harmony PSA
  • Naverisk
  • Top Desk
  • Kaseya BMS
  • Atera
  • Freshservice

Social

  • Terms and Conditions
  • Privacy Policy
  • Security
  • GDPR
  • Modern Slavery Statement
We've moved!

Please visit our new website at USEHALO.COM/HALOPSA