HaloPSA

HaloPSA Guides

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

Guides > Changing the Self-Service Portal Language

Changing the Self-Service Portal Language

In this guide we will cover

- Setting the General Language for the Self Service Portal

- Changing the Language of the Self Service Portal for each Customer Site



Related guides:


Setting the General Language for the Self Service Portal

The default language your Halo uses is set under Configuration > Language, 'Default Language'. If no further settings are changed this will be the language all customers' self-service portal will be in. 


Fig 1. Default Language setting


Changing the Language of the Self Service Portal for each Customer Site

To change the language of the portal so it is different for each customer/site, this must be done on the site level. Head to Sites > select the site you would like to change > Settings tab > Advanced section, here you will see the setting 'Portal Language'.


The language chosen here will be the language the portal appears in for any users under this site that log in. You will be able to choose from the language packs you have available in your database.


Fig 2. Setting language at site level


You can test the change by impersonating a user at this site. If you notice any phrases that have not been translated after making the change you will need to update these in the language pack. This will likely need to be done for custom object labels (e.g. custom fields). 


To update the language pack head to Configuration > Language > customise language > select the language pack. Here, terms are separated into separate tabs depending on where/how they appear in Halo. You will need to search the 'Default Value' column to find the string that has not been translated, then you can add the translation into the 'Translated String' column. Once populated the default value will now be translated to the inputted string. For more information on customising language packs see our guide here. 


You can also refer to the 'Not translated' tab within the language pack to see any phrases/terms that do not have a translated string. 


Note: Certain field labels, such as dashboard widget titles and service titles will need to have a translation created using the 'Add translations' shortcut rather than in the language pack. This shortcut is found against the field itself. 

 


Popular Guides