<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong id="isPasted">Configuration > Organisations > Select Organisation</strong></p>
<style> .chartjs-size-monitor { display: none !important; height: 0 !important; overflow: hidden !important; }p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><style>
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span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
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blockquote {
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blockquote blockquote {
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blockquote blockquote blockquote {
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table.grid th {
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text-align: left; margin: 5px auto 5px 0;
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float: none; margin: 5px auto;
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.fr-fic.fr-dii.fr-fil {
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.fr-fic.fr-dii.fr-fir {
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img.fr-dib.fr-fil {
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img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
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img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
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img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
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</style><style>
p {
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span.fr-emoticon.fr-emoticon-img {
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span.fr-emoticon {
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.fr-fic.fr-dii.fr-fil {
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.fr-fic.fr-dii.fr-fir {
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.styled-table thead tr th:nth-child(4) {
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.styled-table thead tr th:nth-child(5) {
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.styled-table tbody tr {
border-bottom: 1px solid #dddddd;
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.styled-table tbody tr:nth-of-type(even) {
background-color: #fafafa;
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.styled-table tbody tr:last-of-type {
border-bottom: 2px solid $orcolor;
}
</style><p><strong><span style="font-size: 14pt;">Top Bar</span></strong></p><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 13.9925%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 52.7476%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="">Edit</td><td style="width: 13.9925%;">Button</td><td style="width: 52.7476%; text-align: left;"><span id="isPasted" style="color: rgb(0, 0, 0); font-family: Poppins, sans-serif, Roboto; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(250, 250, 250); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;">Enables edit mode, and saves changes made.</span><br></td></tr><tr><td style="width: 33.3333%;" id="">Change Logo</td><td style="width: 13.9925%;">Button</td><td style="width: 52.7476%; text-align: left;">Opens up a menu for uploading an image to use as a Logo for the Organisation.</td></tr><tr><td style="width: 33.3333%;">Delete</td><td style="width: 13.9925%;">Button</td><td style="width: 52.7476%; text-align: left;">Deletes the Organisation. This only shows against additional organisations, you cannot delete organisation with the ID=1. </td></tr></tbody></table><p><br></p><p><strong><span style="font-size: 14pt;">Details Tab</span></strong></p><table class="styled-table grid" style="width: 100%; height: 1039px;"><colgroup><col style="width: 33.3466%;"></colgroup> <colgroup><col style="width: 13.9071%;"></colgroup> <colgroup><col style="width: 52.7462%;"></colgroup><tbody><tr><td style="text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td id="name">Name</td><td>Free Text</td><td>Organisation name, used for email/PDF templates.</td></tr><tr><td id="address">Address</td><td>Free Text</td><td>Main office address, used for email/pdf templates & self-service portal footer.</td></tr><tr><td id="phone">Phone Number</td><td>Free Text</td><td>Main contact phone number for organisation, used for email/pdf templates & self-service portal footer.</td></tr><tr><td id="email">Email Address</td><td>Free Text</td><td>primary contact email for organisation, used for email/pdf templates & self-service portal footer.</td></tr><tr><td id="website">Web Site</td><td>URL</td><td>Organisation web address, used for email/pdf templates & self-service portal footer.</td></tr><tr><td id="bank_details_line_1">Bank Details Line N</td><td>Free Text</td><td>Individual bank details for your Organisation(s), more useful for multi-tenancy where this would want to be seperate for each one.</td></tr><tr><td id="tax_number">Tax Number</td><td>Free Text</td><td>Tax Number for your Organisation, helpful for billing defaults.</td></tr><tr><td id="portal_title">Portal Title</td><td>Free Text</td><td>Here you can customise the text that displays in the browser tab of the portal for this organisation. If no text is entered the tax text will state "Halo - User Portal". </td></tr><tr style="height: 48px;"><td id="portalurl">Portal URL</td><td>(Read only if hosted) URL</td><td>This shows the url used to access your portal. If your instance is hosted this will be a read only field. If you would like to change your portal url you will need to reach out to our support team. </td></tr><tr><td id="portalcolour">Portal Colour</td><td>Hex colour code</td><td>Portal colour theme, primarily returned as background colour for navigation bar (header) & menu button icons. From v2.253+ this colour is also used for the loading wheel in the portal. </td></tr><tr><td id="portal_logo">Portal Logo</td><td>Image</td><td>Logo returned in the top left-hand corner of Self-Service Portal. If unset, organisation logo is used.</td></tr><tr style="height: 42px;"><td id="portal_logo_alt_text">Portal Logo alt text</td><td>Free Text</td><td>Enter the alt text (short written description) of your logo image here. Used by search engines and accessibility tools to 'read' your logo.</td></tr><tr><td id="portalbackgroundimageurl">Portal home screen background image URL</td><td>URL</td><td>The image returned when navigating to this URL will be used as the background for the home screen of the Self-Service portal.</td></tr><tr style="height: 42px;"><td id="new_portal_favicon_base64">Portal Favicon</td><td>Image</td><td>Here you can upload the image you would like to be used as the favicon for your portal. This must be a .ico file and should be 32x32 pixels. On versions prior to v2.253 this can only be used if your portal has a different host name to the agent web application. From v2.253+ you can use this even if your portal does not have a different host name. </td></tr><tr style="height: 67px;"><td id="portal_allow_pwa">Allow the Portal to be installed as a Progressive Web App </td><td>Checkbox</td><td>Enable this if you would like to be able to install the portal as a<a href="https://www.usehalo.com/guides/2702" target="_blank" rel="noopener noreferrer"> progressive web app </a>(available for hosted customers only).</td></tr><tr><td id="portal_manifest_short_name">Portal PWA manifest App short name </td><td>Free Text</td><td>Only applicable when "Allow the Portal to be installed as a Progressive Web App" is enabled. Enter a name for your progressive web app here. </td></tr><tr style="height: 47px;"><td id="portal_manifest_description">Portal PWA manifest App description</td><td>Free text</td><td>Only applicable when "Allow the Portal to be installed as a Progressive Web App" is enabled. Enter a description for your progressive web app here. Only applicable when "Allow the Portal to be installed as a Progressive Web App" is enabled. </td></tr><tr><td id="new_portal_manifest_icon_base64">Portal PWA manifest App icon</td><td>Image</td><td>Only applicable when "Allow the Portal to be installed as a Progressive Web App" is enabled. Upload the image you would like to be used for your progressive web app here. </td></tr><tr><td id="messagegroup_id">Message Group</td><td>Single Select</td><td>Defines the set of email templates to be used when sending emails via this organisation.</td></tr><tr><td id="reply_address">Reply Address</td><td>Free Text</td><td>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 to sales@ email address, as the email comes into Halo, its "To" address will change to this default.</td></tr></tbody></table><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">Departments</span></strong></p><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 18.7785%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 47.8882%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id="">Departments</td><td style="width: 18.7785%;">Table</td><td style="width: 47.8882%; text-align: left;">This contains each of your departments, showing a column for each department's manager and if it is an agent department or not. Each row of the table can be edited to edit the configuration for each department. Configuration options within a department are covered in our guide <span style="color: rgb(226, 80, 65);">here</span>. </td></tr></tbody></table><p><br></p><p><strong><span style="font-size: 14pt;">Organisational Chart</span></strong></p><table class="styled-table grid" style="width: 100%;"><tbody><tr><td style="width: 33.3333%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 18.7785%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 47.8882%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr><td style="width: 33.3333%;" id=""><p data-pasted="true">Organisational Chart</p></td><td style="width: 18.7785%;">Chart</td><td style="width: 47.8882%; text-align: left;">The chart here provides a visual representation of your organisation as it is configured in Halo, showing each of your departments and teams with the agents (and users) that sit under them. This is a reflection of how access restrictions are configured in your instance, rather than your actual organisation structure. Selecting an agent/team/department here will open up the configuration for that entity. </td></tr></tbody></table><p><br></p><p><br></p><p><span style="font-size: 14pt;"><strong>Settings</strong></span></p><table class="styled-table grid" style="width: 100%; height: 282px;"><tbody><tr style="height: 50.2px;"><td style="width: 33.3674%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Field</span></strong></td><td style="width: 18.3811%; text-align: left; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Type</span></strong></td><td style="width: 48.2856%; text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Description</span></strong></td></tr><tr style="height: 69.2px;"><td style="width: 33.3674%;" id="allowall_tickettypes">Allow use of all Ticket Types</td><td style="width: 18.3811%;">Checkbox</td><td style="width: 48.2856%; text-align: left;">When checked, all Ticket Types will be allowed to be used by the Organisation. When unchecked, a multi-select list will be presented for defining 'Allowed Ticket Types', which will act as a whitelist for ticket types.</td></tr><tr style="height: 46.2px;"><td style="width: 33.3674%;" id="allowed_tickettypes">Allowed Ticket Types</td><td style="width: 18.3811%;">Multiple Selection</td><td style="width: 48.2856%; text-align: left;">Here values can be listed from all existing Ticket Types, those that are selected will be the only allowed to be used by members of this organisation. </td></tr><tr style="height: 69.2px;"><td style="width: 33.3674%;" id="faqlists">FAQ Lists that Agents can see and manage</td><td style="width: 18.3811%;">Multiple Selection</td><td style="width: 48.2856%; text-align: left;">A whitelist where FAQ lists can be added to a list of those that the Agents in this Organisation can see. Any FAQ lists marked as "Show for everyone" will ignore these restrictions.</td></tr><tr style="height: 46.2px;"><td style="width: 33.3674%;" id="portal_chat_profile_override">Self Service Portal Chat Profile Override<br></td><td style="width: 18.3811%;">Single Select</td><td style="width: 48.2856%; text-align: left;">Here you can select which chat profile is used for this organisation. This overrides the global chat profile set for the portal, but can be overridden at customer level. </td></tr></tbody></table><p><br></p>
