HaloPSA

HaloPSA Guides

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

Guides > Organisation Basics

Organisation Basics

To setup your organisation, you must go to the configuration console and select the "Organisation" module:



You will see the option here to enable multi-tenancy, but to start with we'll just use a single organisation. Click 'Configure My Organisation' to access the details.


The first section of this is fairly self-explanatory and allows you the option to input your organisation's basic information:



This information can then be used when sending emails, or creating invoices for example. Below this, you have some further settings to consider:




 These settings come into play when you use "Multi-Tenancy". Multi-tenancy allows you to have multiple organisations within one instance of Halo and as a consequence, multiple sets of departments. 


These settings allow you to use different "Message Groups" (sets of email templates) per organisation and have different end-user portal's for each organisation. This allows you to diversify branding and style between each organisation. 


The message group override set on the organisation will decide the group of email templates that are used for this organisation, each message group has it's own set of customisable default templates. (for information on message group hierarchy, check out this guide: Email Configuration (High Level))


The most important thing to remember is to ensure the reply address is accurate, any emails from any customer to this organisation, will have the address they are sending to automatically default to the reply address set here. For example if this is set to the support@ email address and the user emails a reply to sales@ email address, as the email is a reply, its "To" address will change to this default.


Departments

The Departments tab lets you configure the departments for your Organisation.


Organisational Chart

The Organisational Chart lets you view and edit your Agents/Teams/Departments all in one place.

Figure 3. Organisation Chart 

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