Documentation to assist with the setup and configuration of the HaloPSA platform
Application Colour and Theme
You can customise the colour, logo and page size for your Halo. This can be done globally throughout the system, or you can allow each agent to also change their colour. This gives you a Halo look all of your own!
Click on your profile picture in the top right (or initials icon if a picture has not yet been set) and click "My Account" to bring up your agent settings. Navigate to the preferences tab, the top band will be the appearance settings.
Here you can decide on whether you use the light or dark theme, this can be for aesthetic or for visual reasons, as well as high contrast mode.
This is the colour of your Halo Web App.
This is the colour that backs your initials when you have no profile picture set.
You can change your profile picture by clicking on the initials/picture at the top of this window
Head to Configuration > Advanced Settings and scroll to the appearance tab to be presented with the following settings. These are the global colour and page size settings.
Input any hex colour you wish here to modify your Halo instance's colourway.
- Asset Import - CSV/XLS/Spreadsheet Method
- Call Management in Halo
- Creating a New Application for API Connections
- Creating Agents and Editing Agent Details
- Departments, Teams and Roles
- Halo Integrator
- Importing Data
- Multiple New Portals with different branding for one customer [Hosted]
- Organisation Basics
- Organising Teams of Agents
- Step-by-Step Configuration Walk Through