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most out of HaloITSM.</p></a></li> </ul> </li> <li id="menu-item-6255" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-6255"><a href="#" itemprop="url"><span itemprop="name">User Resources</span></a> <ul class="sub-menu"> <li id="menu-item-6254" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-6254"><a href="https://community.haloitsm.com" itemprop="url"><span itemprop="name">Community <span class='tag green' style='margin-left:5px'>NEW</span></span><p class="description">Connect with peers, maximise your HaloITSM knowledge, and raise feature suggestions.</p></a></li> <li id="menu-item-6260" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6260"><a href="https://haloitsm.com/itsm-events/" itemprop="url"><span itemprop="name">HaloITSM Events</span><p class="description">Join us at both virtual and in-person events across the globe to learn more about HaloITSM.</p></a></li> <li 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the other similar ITSM tools on the market.</p></a></li> </ul> </li> <li id="menu-item-6258" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-has-children menu-item-6258"><a href="#" itemprop="url"><span itemprop="name"><span style='padding-left:15px'>Featured Articles</span></span></a> <ul class="sub-menu"> <li id="menu-item-6754" class="menu-item menu-item-type-post_type menu-item-object-post menu-item-6754"><a href="https://haloitsm.com/halo-mclaren/" itemprop="url"><span itemprop="name">McLaren Racing Announces HaloITSM as an Official Technology Partner</span></a></li> <li id="menu-item-6753" class="menu-item menu-item-type-post_type menu-item-object-post menu-item-6753"><a href="https://haloitsm.com/haloitsm-new-features-q2-2023/" itemprop="url"><span itemprop="name">HaloITSM New Features Q2 2023</span></a></li> <li id="menu-item-6261" class="menu-box menu-item menu-item-type-post_type menu-item-object-post menu-item-6261"><a 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class="site-inner"><div class="content-sidebar-wrap"><main class="content" id="genesis-content"><article class="post-1912 page type-page status-publish has-post-thumbnail entry" aria-label="Guides" itemscope itemtype="https://schema.org/CreativeWork"><div class="entry-content" itemprop="text"> <div style="background-color:#2bd3c7;padding-left:10%;padding-right:10%;padding-bottom:5%" class="wp-block-genesis-blocks-gb-container gb-block-container alignfull"><div class="gb-container-inside"><div class="gb-container-content" style="max-width:1200px"> <div class="wp-block-columns is-layout-flex wp-container-3 wp-block-columns-is-layout-flex"> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow"> <div style="height:50px" aria-hidden="true" class="wp-block-spacer"></div> <h1 class="mobileCenter has-text-color wp-block-heading" style="color:#ffffff">HaloITSM Guides</h1> <p class="mobileCenter has-text-color" style="color:#ffffff">Documentation to assist with the setup and configuration of the HaloITSM platform</p> <div> <form id="kbsearch_form" action=https://haloitsm.com/wp-admin/admin-post.php method="post" style="display:flex;flex-direction:row;"> <input type="text" id="kbsearch" name="kbsearch" placeholder="Search Guides and Documentation..." style="flex-grow:2;border:none;border-radius:4px 0px 0px 4px" required> <button type="submit" style="background-color:#fff;height: 100%; margin-top: 6px; font-size: 18px; border-radius:0px 4px 4px 0px;padding:12px"> <i class="far fa-search" style="color:#333;"></i> </button> <input type="hidden" name="action" value="kbsearch_form"> </form> </div> </div> <div class="wp-block-column is-layout-flow wp-block-column-is-layout-flow"> <div class="wp-block-image"><figure class="aligncenter size-large"><img decoding="async" width="1024" height="576" src="data:image/svg+xml,%3Csvg%20xmlns='http://www.w3.org/2000/svg'%20viewBox='0%200%201024%20576'%3E%3C/svg%3E" alt="" class="wp-image-5127" 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https://haloitsm.com/wp-content/uploads/2022/02/Copy-of-Henry-David-Thoreau-32-300x169.png 300w, https://haloitsm.com/wp-content/uploads/2022/02/Copy-of-Henry-David-Thoreau-32-768x432.png 768w, https://haloitsm.com/wp-content/uploads/2022/02/Copy-of-Henry-David-Thoreau-32-1536x864.png 1536w, https://haloitsm.com/wp-content/uploads/2022/02/Copy-of-Henry-David-Thoreau-32.png 1600w" sizes="(max-width: 1024px) 100vw, 1024px" /></noscript></figure></div> </div> </div> </div></div></div> <div style="background-color:#ffffff;padding-left:10%;padding-right:10%" class="wp-block-genesis-blocks-gb-container noTopPad gb-block-container alignfull"><div class="gb-container-inside"><div class="gb-container-content" style="max-width:1200px"> <div style="padding-left:6%;padding-right:6%" class="wp-block-genesis-blocks-gb-container noTopPad gb-block-container alignfull"><div class="gb-container-inside"><div class="gb-container-content" style="max-width:1200px"><div id='guides'> <div style='background-color:#f2f2f2;padding-left:6%;padding-right:6%;padding-bottom:40px' class='wp-block-genesis-blocks-gb-container gb-block-container alignfull'> <div class='gb-container-inside'> <div class='gb-container-content' style='max-width:1200px'> <h2 style='color:#42495b;font-weight:600;'>Getting Started</h2> <hr class='divider'> <div class='wp-block-genesis-blocks-gb-columns gb-layout-columns-3 gb-3-col-equal gb-columns-center alignfull' style='padding-right:5%;padding-left:5%;padding-top:20px'> <div class='gb-layout-column-wrap gb-block-layout-column-gap-3 gb-is-responsive-column' style='max-width:1200px'> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Setting Up HaloITSM (13)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1281'>Asset Import - CSV/XLS/Spreadsheet Method</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=959'>Call Management in Halo</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1823'>Creating a New Application for API Connections</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=877'>Creating Agents and Editing Agent Details </a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=860'>Departments, Teams and Roles</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1062'>Halo Integrator</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=866'>Importing Data</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1209'>Multiple New Portals with different branding for one customer [Hosted]</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1754'>NHServer Deprecation User Guide</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=859'>Organisation Basics</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=884'>Organising Teams of Agents</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1042'>Step-by-Step Configuration Walk Through </a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=965'>Suppliers</a></li> </ul> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Basic Configuration (8)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=930'>Application Colour and Theme</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=907'>Configuring Agent Views</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1098'>Configuring PDF Templates</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1938'>Custom Fields</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=908'>Customising your Ticket View</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1070'>Self-Service Portal Customisation</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=964'>The Service Catalogue</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=928'>Using and Editing the Tile View</a></li> </ul> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Email Configuration (18)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1487'>Access to OData is disabled</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=875'>Adding a Mailbox Without The Use of Azure or Google</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1912'>Additional Email Settings</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=897'>Agent Forwarding and Email Updates</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1504'>Agent Level Error Notifications for the Halo Integrator/ Email Processing </a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=972'>Azure Mail Integration (Azure Mailbox Scan Method)</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1586'>Azure Mail Integration (Webhook Method Included)</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=911'>Canned Text </a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1140'>Email Rules</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1149'>End-User Closure Confirmation</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=910'>Forwarding an Action</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1698'>Google Mail Using SMTP error- The SMTP server requires a secure connection or the client was not authenticated. </a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1713'>How to Deal with Out of Office Automatic Replies from customers</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1525'>Microsoft's Deprecation of Basic Authentication </a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=931'>Notification Types</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1597'>Sending From Alternate Email Address in Outlook</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1810'>Setting Up Message Approval for Outlook</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=899'>Variables in Email Templates</a></li> </ul> </div> </div> </div> </div> </div> </div> </div> <div style='background-color:#ffffff;padding-left:6%;padding-right:6%;padding-bottom:40px' class='wp-block-genesis-blocks-gb-container gb-block-container alignfull'> <div class='gb-container-inside'> <div class='gb-container-content' style='max-width:1200px'> <h2 style='color:#42495b;font-weight:600;'>ITIL Processes</h2> <hr class='divider'> <div class='wp-block-genesis-blocks-gb-columns gb-layout-columns-3 gb-3-col-equal gb-columns-center alignfull' style='padding-right:5%;padding-left:5%;padding-top:20px'> <div class='gb-layout-column-wrap gb-block-layout-column-gap-3 gb-is-responsive-column' style='max-width:1200px'> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Incident Management (10)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=876'>Altering Ticket Types</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=951'>Creating a Form</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=919'>Creating and Using Quick Actions</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=963'>Incident Management</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=933'>Modifying and Adding Workflows </a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=961'>Scheduled Tickets</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=885'>Ticket Templates</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1780'>To-Do Lists</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=912'>Viewing a Client's Tickets</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=913'>Viewing a Site's Tickets</a></li> </ul> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Problem Management (2)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=949'>Problem Management</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1048'>Service Status Monitoring</a></li> </ul> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Change Management (3)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=969'>Approval Processes</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=950'>Change Management</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1155'>Software Releases</a></li> </ul> </div> </div> </div> </div> </div> </div> </div> <div style='background-color:#f2f2f2;padding-left:6%;padding-right:6%;padding-bottom:40px' class='wp-block-genesis-blocks-gb-container gb-block-container alignfull'> <div class='gb-container-inside'> <div class='gb-container-content' style='max-width:1200px'> <h2 style='color:#42495b;font-weight:600;'>Admin Guides</h2> <hr class='divider'> <div class='wp-block-genesis-blocks-gb-columns gb-layout-columns-3 gb-3-col-equal gb-columns-center alignfull' style='padding-right:5%;padding-left:5%;padding-top:20px'> <div class='gb-layout-column-wrap gb-block-layout-column-gap-3 gb-is-responsive-column' style='max-width:1200px'> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Agent Configuration (8)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1507'>Add Attachments to Child Tickets from Parent Tickets</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1523'>Agent and User Impersonation</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=883'>Agent Permission Settings</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1946'>Agent Resource Booking</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1326'>Azure action</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=882'>Configuring Agent Roles</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1823'>Creating a New Application for API Connections</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1238'>Lookups</a></li> </ul> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Service Level Agreements (3)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2289'>Advanced SLA Settings</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=894'>SLAs and Priorities</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=952'>Workdays and Working Hours</a></li> </ul> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Knowledge Base (4)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1483'>Article Drafts</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=955'>Problem/Resolution Finder</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1530'>Transfer Configuration Between Development and Production Environments</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=881'>Using your Knowledge Base</a></li> </ul> </div> </div> </div> </div> <div class='wp-block-genesis-blocks-gb-columns gb-layout-columns-3 gb-3-col-equal gb-columns-center alignfull' style='padding-right:5%;padding-left:5%;padding-top:20px'> <div class='gb-layout-column-wrap gb-block-layout-column-gap-3 gb-is-responsive-column' style='max-width:1200px'> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Asset Management (9)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1281'>Asset Import - CSV/XLS/Spreadsheet Method</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=923'>Asset Management</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1329'>Asset Resource Booking</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1083'>Custom Buttons</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1783'>Halo Asset Discovery (Lansweeper Cloud)</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=956'>Linking Assets</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1983'>Receiving Stock for Serialised Products & Delivering to the Customer</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1090'>Software Licensing</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1210'>Stock Control</a></li> </ul> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Developers (7)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1068'>Allowing your Portal to be Externally Accessible</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=929'>Connecting Through the API</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2294'>Halo Chat Widget Properties and Examples (v2.172+)</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=782'>Logging to a Database instead of the File Structure</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1566'>Setting up an API Agent</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1176'>Setting up NHServer as a Scheduled Task</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2136'>Virtual Agent and Azure AI Search</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/sqlschema'>SQL Schema</a></li> </ul> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Project Management (6)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2263'> Customising Invoice lines for a Project</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1722'>How to setup Project Milestones</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2032'>Milestones</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2262'>Project Billing- Budget types vs Charge types </a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=958'>Project Management in Halo</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2029'>Project Templates</a></li> </ul> </div> </div> </div> </div> </div> </div> </div> <div style='background-color:#ffffff;padding-left:6%;padding-right:6%;padding-bottom:40px' class='wp-block-genesis-blocks-gb-container gb-block-container alignfull'> <div class='gb-container-inside'> <div class='gb-container-content' style='max-width:1200px'> <h2 style='color:#42495b;font-weight:600;'>Agent Guides</h2> <hr class='divider'> <div class='wp-block-genesis-blocks-gb-columns gb-layout-columns-3 gb-3-col-equal gb-columns-center alignfull' style='padding-right:5%;padding-left:5%;padding-top:20px'> <div class='gb-layout-column-wrap gb-block-layout-column-gap-3 gb-is-responsive-column' style='max-width:1200px'> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1194'>Add an external agent to Halo and restrict their access</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1866'>Additional Agents</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1300'>Billing - Contract Multiplier</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=880'>Calendars and Appointments</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1098'>Configuring PDF Templates</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=926'>Contracts </a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1091'>Custom Tables </a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=878'>Customer, Site and User Records</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1257'>Email Hashtags</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=898'>Emailing Users</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1340'>General Settings</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1154'>Internal Conversations</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1113'>Invoicing in Halo</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=896'>Manually Creating a Ticket</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=905'>Navigating the Software</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1754'>NHServer Deprecation User Guide</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=891'>Notifications</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=966'>Parent and Child Tickets</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1133'>Pre-Pay</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2256'>Pulling Report Data into a PDF template</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1135'>Purchase Orders</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1148'>Quotations</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1110'>Sales Orders in Halo</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1328'>Search All Actions on Search Bar</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1699'>Searching Entities in Halo</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1232'>SMS Set Up </a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=922'>The Asset Catalogue </a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1924'>Time Tracking</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1530'>Transfer Configuration Between Development and Production Environments</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=934'>Using Dollar Variables in Actions</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2228'>Virtual Agent for Technician Operations</a></li> </ul> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> </div> </div> </div> </div> </div> </div> </div> <div style='background-color:#f2f2f2;padding-left:6%;padding-right:6%;padding-bottom:40px' class='wp-block-genesis-blocks-gb-container gb-block-container alignfull'> <div class='gb-container-inside'> <div class='gb-container-content' style='max-width:1200px'> <h2 style='color:#42495b;font-weight:600;'>Additional Guides</h2> <hr class='divider'> <div class='wp-block-genesis-blocks-gb-columns gb-layout-columns-3 gb-3-col-equal gb-columns-center alignfull' style='padding-right:5%;padding-left:5%;padding-top:20px'> <div class='gb-layout-column-wrap gb-block-layout-column-gap-3 gb-is-responsive-column' style='max-width:1200px'> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Integrations (50)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1254'>3CX Integration Methods</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1624'>8x8 Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1095'>Active Directory Integration (LDAP)</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1704'>Addigy Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1718'>Adding Extra Webhook Endpoints in Stripe for more dynamic Payment Syncing</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1039'>ADFS Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2107'>Adobe Acrobat Sign Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2169'>AI Azure Translator</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2167'>AI Emotion Detection</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=939'>AnyDesk Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1202'>Atera RMM Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1338'>Auvik Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1891'>Avalara Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2125'>Azure AI Search</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1107'>Azure Automation Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2290'>Azure Deltas</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1087'>Azure DevOps Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1715'>Azure Key Vault Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1259'>Azure Monitor Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2123'>Azure OpenAI and OpenAI Integrations (Improve Agent Responses)</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1258'>Azure Sentinel Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1033'>Beyond Trust Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1623'>Bvoip Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1552'>Call Pop-Up for Microsoft Teams</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1137'>Centrify Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1667'>ChatGPT Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1672'>Cloud Blue (Ingram Micro) Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2284'>Confluence Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1035'>ConnectWise Automate Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1881'>Connectwise Control Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1778'>Connectwise RMM Integration Guide</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1823'>Creating a New Application for API Connections</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1630'>Custom Integrations/Runbooks</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2283'>Datadog integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2172'>Datagate Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1331'>Dataimporter (Data Importer) for custom tables via csv</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1264'>Datto Commerce Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1084'>Datto RMM Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2175'>Deferred Revenue for Pre-Pay</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1265'>Domotz Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1138'>Dynamics 365 CRM Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1478'>Dynamics Business Central Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2120'>Dynatrace Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2306'>Embedding The Self-Service Portal within MS Teams with SSO</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1269'>Embedding your Halo Self-Service Portal into Microsoft Teams</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1562'>Etilize Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2259'>Exact Online Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=942'>Facebook Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1747'>Fortnox Integration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2111'>GoCardless Integration</a></li> </ul> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Reporting (18)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=915'>A Quick Guide to Scheduling Reports</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1343'>Adding a page break (page-break) in the HTML for PDF documents (IronPDF)</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2264'>Adding Dashboards to Custom Tabs</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1777'>AI Report Builder</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=917'>Charts and Graphs in Reports</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2064'>Configuring Custom Appearances in Reports (using HTML)</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1511'>Consignment PDF's</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1512'>Creating a Report From an Action</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2229'>Dashboard Publishing Guide</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2060'>Direct SQL Connection Deprecation</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1249'>Halo In-App Dashboard</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2273'>How to Restrict Users Access to Reports</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=925'>Keeping Track of Feedback</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1563'>Report Builder</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1771'>Report filters in the URI parameters for report links</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=887'>Reports and Scheduling</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2270'>Restricting Agent Reporting Access</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=914'>The Report Screen Explained</a></li> </ul> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <h3 style='color:#42495b;font-weight:500;'>Language (2)</h3> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2293'>Changing the Self-service portal language</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=960'>Languages in Halo</a></li> </ul> </div> </div> </div> </div> </div> </div> </div> <div style='background-color:#ffffff;padding-left:6%;padding-right:6%;padding-bottom:40px' class='wp-block-genesis-blocks-gb-container gb-block-container alignfull'> <div class='gb-container-inside'> <div class='gb-container-content' style='max-width:1200px'> <h2 style='color:#42495b;font-weight:600;'>FAQs</h2> <hr class='divider'> <div class='wp-block-genesis-blocks-gb-columns gb-layout-columns-3 gb-3-col-equal gb-columns-center alignfull' style='padding-right:5%;padding-left:5%;padding-top:20px'> <div class='gb-layout-column-wrap gb-block-layout-column-gap-3 gb-is-responsive-column' style='max-width:1200px'> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2158'> Create Custom Navigation Buttons Which Link to a Custom URL</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2187'>A Step-by-Step Guide to Make a Bulk Change in the Halo Database Through the API Using JSON in PostMan</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1660'>Accessibility Statement</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=978'>Action Button Configuration</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1442'>Advanced Settings</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2301'>Allow users to self-issue items</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=920'>Annotating Images in Actions</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2073'>Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1939'>Appointments</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2151'>Approval Delegation</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1876'>Approval Process Approvers</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1785'>Asset Fields</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2183'>Asset Template Creation</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1784'>Asset Types/Groups</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1951'>Asset Views</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1514'>Attachments Tab Table View on Tickets</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1484'>Automated Tickets</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2085'>Automated Tickets - Next Call Date</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2308'>Automating Percentage Increase of Invoices</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2302'>Automating Prices in Recurring Invoices</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2309'>Automating Procurement</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1960'>Awaiting Review/Ticket Review Processing</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1957'>Billing Rules (Formerly Billing Plan Combinations)</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2062'>Billing Templates</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1627'>Bulk Applying Billing Rules</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1519'>Changing your Halo URL</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2181'>Charge Type Overrides Explained</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1954'>Charge Types</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1526'>Client Custom Field Agent Restrictions</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2239'>Concurrent Licensing and Agent App Session Improvements</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1888'>Config Change Tracking and Transfer of Configuration from UAT to Production environments</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1948'>Configuring HaloPSA for a Co-Managed Support Setup</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1511'>Consignment PDF's</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1220'>CORS Policy on Halo API</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1512'>Creating a Report From an Action</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1986'>Creating Quotations</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=900'>Creating Tickets Via Email</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2178'>Database Lookup for Attaching the User's Role to a Ticket.</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2050'>Distributing Tickets in Halo (Intelligent Routing, Load Balancing, Round Robin, Qualification Matching)</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2130'>Document Management Area</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2318'>Document Management for Customers, Sites and Users</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1564'>Dynamic SQL - Custom Fields</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1911'>Email Configuration(High Level)</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1579'>Embedding A Form Onto Your Website</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1693'>Enable HTTP strict transport security (HSTS)</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1175'>Enabling Secure Cookies in the Web Application</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=2305'>Event Management</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1968'>Example All You Can Eat Agreement Client</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1967'>Example Combination Client</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1969'>Example Pay As You Go Client</a></li> </ul> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> </div> </div> </div> </div> </div> </div> </div> <div style='background-color:#f2f2f2;padding-left:6%;padding-right:6%;padding-bottom:40px' class='wp-block-genesis-blocks-gb-container gb-block-container alignfull'> <div class='gb-container-inside'> <div class='gb-container-content' style='max-width:1200px'> <h2 style='color:#42495b;font-weight:600;'>Security</h2> <hr class='divider'> <div class='wp-block-genesis-blocks-gb-columns gb-layout-columns-3 gb-3-col-equal gb-columns-center alignfull' style='padding-right:5%;padding-left:5%;padding-top:20px'> <div class='gb-layout-column-wrap gb-block-layout-column-gap-3 gb-is-responsive-column' style='max-width:1200px'> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> <ul class='fa-ul' style='padding-left:0px'><li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=1181'>Rolling back versions v2.45 and above to versions below v2.45</a></li> <li class='guideList'><i style='margin-top:8px' class='fa-li fad fa-book-open'></i><a href='/guides/article?kbid=921'>Setting up Two Factor Authentication</a></li> </ul> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> </div> </div> <div class='wp-block-genesis-blocks-gb-column gb-block-layout-column'> <div class='gb-block-layout-column-inner'> </div> </div> </div> </div> </div> </div> </div></div> </div></div></div> </div></div></div> </div></article></main></div></div><div class="footer-widgets" id="genesis-footer-widgets"><h2 class="genesis-sidebar-title screen-reader-text">Footer</h2><div class="wrap"><div class="widget-area footer-widgets-1 footer-widget-area"><section id="nav_menu-2" class="widget widget_nav_menu"><div class="widget-wrap"><h3 class="widgettitle widget-title">Company</h3> <div class="menu-company-container"><ul id="menu-company" class="menu"><li id="menu-item-423" class="menu-item menu-item-type-post_type 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