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</style><p id="isPasted"><strong><span style="font-size: 11pt;">In this guide we will cover:</span></strong></p><p><span style="font-size: 11pt;"><strong>- Asset Lists and Key Fields</strong></span></p><p><span style="font-size: 11pt;"><strong>- Column Profiles</strong></span></p><p><span style="font-size: 11pt;"><strong>- Related Assets Column Profile</strong></span></p><p><span style="font-size: 11pt;"><strong>- Changing the display name of an Asset</strong></span></p><p><span style="font-size: 11pt;"><strong>- </strong></span><strong>Viewing Assets in the Portal</strong></p><p><br></p><p><br></p><p><span style="font-size: 11pt;"><strong>Admin Guides:</strong></span></p><ul><li><span style="font-size: 11pt;"><a href="https://usehalo.com/haloitsm/guides/1340/" rel="noopener noreferrer" target="_blank"><strong>Asset General Settings</strong></a></span></li></ul><section id="lists"><p><br></p><p><strong><span style="font-size: 14pt;">Asset Lists and Key Fields</span></strong></p><p>There are two main ways in which the list of assets can be presented: By asset type or by asset group. The default list view can be set via Configuration > Asset Management > General Settings.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA3MDEzMDE3LTMxZDQtNDMxZC1iYzMzLTlmZGMzYmU0M2M3NyJ9.CKywtXEs-5N5d31qtBgy7a_sC9nrkx2ZleT6Dsb2Ufw" class="fr-fic fr-fil fr-dib" width="875" height="287"></p><p><strong><span style="font-size: 10pt;">Fig 1. Setting default list type for Assets</span></strong></p><p><br></p><p>When viewing the list of Assets, the default column profile will look similar to:</p><p><br></p></section><section id="keyfields"><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRhMjU0YzJiLTY5NTUtNGI5NC1hOWFiLTBlYjU3MTE0YmZmNSJ9.wAEgtTgGWu63HSqquXCciENGcxvqe2oS7_abp6sTUk8" class="fr-fic fr-fil fr-dib" width="1119" style="width: 1121px; height: 212.023px;" height="212"></p><p><strong><span style="font-size: 10pt;">Fig 2. Default Column Profile for Assets</span></strong></p><p><br></p><p>Notice the last three/rightmost columns - Key field 1, 2 and 3. The data in these columns is determined by the Key Fields for an Asset Type. Setting an Asset Type's key field is done within the configuration for an Asset Type, via the "Field List" tab.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYzNDgxYWE0LTUyMTUtNGE2NS04OWQ5LWZlZThjOGM2NDhhNSJ9.CH-owtNm91DynXckQnpXKK8cKPS8cVBKu672NZffdxQ" class="fr-fic fr-fil fr-dib" width="1438" style="width: 1440px; height: 588.844px;" height="589"></p><p><strong><span style="font-size: 10pt;">Fig 3. Field List within Asset Type Configuration</span></strong></p><p><br></p><p>Setting an Asset field as a Key field is a case of editing the field in question, then setting said field as a 'Key Field':</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRhYTlkODVhLWJkODMtNDY5Yi05MmY3LTJhM2RjZTY4NTZlNCJ9.Q9uqTTnrmIjhR_hSymxkKdUoecalTBxiY9qKROdLIFE" class="fr-fic fr-fil fr-dib" width="989" style="width: 991px; height: 581.445px;" height="581"></p><p><strong><span style="font-size: 10pt;">Fig 4. Editing Asset Type field to set as Key Field</span></strong></p><p><br></p><p>Note that, as different Asset Types can have different Key Fields, the columns in the List of Assets says the generic 'Key Field 1/2/3'. However, when viewing a list of Assets of a given type, the columns return the specific fields that have been set as the Asset type's Key Fields:</p><p><br></p></section><section id="profile"><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjgxYjY5ZmUzLTY5OGYtNGYzYi04NzA5LTE3OGYyY2E5MDU3MCJ9.wuutCzM57ij2O7IQD6nDChSrEYjIY7Eh8jXnj8Mi8Dg" class="fr-fic fr-fil fr-dib" width="1676" style="width: 1678px; height: 311.413px;" height="311"></p><p><strong><span style="font-size: 10pt;">Fig 5. Columns Returned when Viewing Assets of a particular type (Laptop in this case)</span></strong></p><p><span style="font-size: 10pt;"><br></span></p><p>This being said, HaloPSA does provide the option to create your own custom Asset Column Profiles.</p><p><br></p><p><strong><span style="font-size: 14pt;">Asset Column Profile</span></strong></p><p>In a very similar fashion to Ticket column profiles, Asset column profiles allow you to establish the columns of information returned when viewing the list of Assets via the Assets module.</p><p><br></p><p>Asset Column Profiles are created/amended via Configuration > Asset Management > General Settings.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZkODYwOTY3LThjYjEtNGU1YS1iZjE3LTM0YjU2MjBhMjkwZSJ9._fRGd5CIp6cO5oUOLqPtvast4yWY9p9skfp61eKZSAo" class="fr-fic fr-fil fr-dib" width="1121" style="width: 1123px; height: 731.554px;" height="732"></p><p><strong><span style="font-size: 10pt;">Fig 6. Configuring Asset Column Profiles</span></strong></p><p><br></p><p>Again, in a similar fashion to Ticket Column Profiles, you construct your profile via adding a Column Profile ('New' at the top right) then adding to the 'Columns' list:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVjNzY5MDY2LTgyM2YtNDgwNy04Y2RhLTFmZDNiNzQwN2U4OCJ9.YrCqN2VN2nTS7uwk32yfduaD9ag-gi52k4xtlaOHx9U" class="fr-fic fr-fil fr-dib" width="980" style="width: 982px; height: 427.924px;" height="428"></p><p><strong><span style="font-size: 10pt;">Fig 7. Constructing Column Profile</span></strong></p><p><br></p><p>The first field in the Columns list is the left-most column & the last field in the list is the right-most. Re-ordering fields is done via drag & drop (by hovering over the LHS of the field & moving up/down):</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFkNTNjODEwLWNlNzItNGUzMi1hMjRmLWVkMWQ2OTYyYjNlZSJ9.dUGL8Als41O0XZTBaTZfqSddOTiWFOUhC5MtTWNS3oQ" class="fr-fic fr-fil fr-dib" width="986" style="width: 988px; height: 155.823px;" height="156"></p><p><strong><span style="font-size: 10pt;">Fig 8. Re-ordering fields</span></strong></p><p><br></p><p>By clicking the pencil on the Right of the field to edit, you can apply sorting/grouping accordingly:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNmZWZhNDg5LTExYWMtNDdiNi1hMmI1LTE1ZDhlNTlhYTE4OSJ9.NsxHDz57YSyyW5PREShhoR10-EVWIjyN3rE0_y2QpgY" class="fr-fic fr-fil fr-dib" width="712" height="529"></p><p><strong><span style="font-size: 10pt;">Fig 9. Editing Asset Column Configuration</span></strong></p><section id="setprofiles"><p><span style="font-size: 10pt;"><br></span></p><p><span style="font-size: 11pt;">Once applying the Column Profile I have just created:</span></p><p><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEyZWNmYjE4LWU0ZmUtNGQyMS04NDIzLTBhNjczOGE4MDRhYyJ9.RZmTVjyJs_uN_iOuEU_3_JlF2aAm0gB52-WiXCDqdg4" class="fr-fic fr-fil fr-dib" width="568" height="179"></span></p><p><span style="font-size: 10pt;"><strong>Fig 10. Applying Column Profile</strong></span></p><p><span style="font-size: 10pt;"><br></span></p><p><span style="font-size: 11pt;">Then the columns present in my Asset list will be altered:</span></p><p><br></p><p><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM2YjgxZGY2LTFlNDMtNDg1My1iZDlkLWNiODQyMDNkMDE3OCJ9.Q98aD_D3v0KqNrGKcs60phmDeFfke4j0dUx7uzhHgxo" class="fr-fic fr-fil fr-dib" width="1259" style="width: 1261px; height: 203.465px;" height="203"></span><br></p><p><span style="font-size: 10pt;"><strong>Fig 11. Asset list, based on new column profile</strong></span></p><p><span style="font-size: 10pt;"><br></span></p><p><span style="font-size: 11pt;">The default Asset column Profile applied can be set per Agent, via their Preferences:</span></p><p><br></p><p><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY4OWUwYWUxLTY4Y2EtNDliOC04OTM3LWNmODRhZmU2YjkyZCJ9.joRn9QS5Wj-gFPjduABhj8A9ZJiHfZP97j6EhI-ltH8" class="fr-fic fr-fil fr-dib" width="691" height="591"></span><br></p><p><span style="font-size: 10pt;"><strong>Fig 12. Default Asset Column Profile option</strong></span></p><p><span style="font-size: 10pt;"><br></span></p><p><span style="font-size: 11pt;">Asset Fields can be thought of as the bits of information you are looking to capture against an asset type. Of course, the type of information you are looking to capture will vary from one asset type to the next (you won't be interested in displaying the 'Operating System' field against Keyboards). With this in mind, it is important to note that column profiles can also be set per asset type - via Configuration > Asset Management > Asset Types:</span></p><p><br></p><p><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEzN2E5ZWNmLTI3YjUtNDEzMS1iM2QyLTQzN2M4Y2UwMmEwMyJ9.cg9BOkVnHnisqnigmOLJLcNQDRAmIAwozqJDzXPLz6k" class="fr-fic fr-fil fr-dib" width="1137" style="width: 1139px; height: 803.099px;" height="803"></span><br></p><p><span style="font-size: 10pt;"><strong>Fig 13. Default Column Profile per Asset Type</strong></span></p><p><span style="font-size: 10pt;"><br></span></p><p><span style="font-size: 11pt;">Such that, for each Asset Type, you are only presenting the relevant information in list view.</span></p><p><span style="font-size: 10pt;"><br></span></p><p><span style="font-size: 14pt;"><strong>Related Assets Column Profile</strong></span></p><p><span style="font-size: 11pt;">Within Configuration > Tickets > General Settings you can set a "</span>Related Assets Column Profile<span style="font-size: 11pt;">". </span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Within the Related Assets you can right click to set the set primary Asset.</span></p><p><br></p><p><span style="font-size: 10pt;"><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNlNzZjNWQ3LTE1YWMtNGE3ZS04MWNlLTAwOThmNjQ0NTg5NCJ9.WoHyaVmm04JTPBl_WtkttLHAOF5JGLg0kWazJtLNfWU" class="fr-fic fr-fil fr-dib" width="1261" height="402">Fig 14. Default View of Related Assets Tab</strong></span></p><p><span style="font-size: 10pt;"><br></span></p><p><span style="font-size: 11pt;">We can set a related assets column profile in the tickets general settings module, the selectable profiles will be ones of use: asset. Configured in Configuration > Asset Management > General Settings > Column Profiles.</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImYyYjI1MDBjLTU1ZGQtNGZhZC1hNmJiLTVlZTk5YjAwZThjZSJ9.7bF67ajEUH106eKMqKvm4_mY2QJqwr40Kf4htN-sNqQ" class="fr-fic fr-fil fr-dib" width="1388" style="width: 1390px; height: 582.107px;" height="582"></p><p><span style="font-size: 10pt;"><strong>Fig 15. Creating a Column Profile For Use: Assets</strong></span></p><p><span style="font-size: 10pt;"><br></span></p><p><span style="font-size: 11pt;">I can now set this in Tickets > General Settings.</span></p><p><span style="font-size: 10pt;"><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQyOWEwMWNmLTNjMmYtNDU2Ni1hZmM5LTc4OTA4NWI3ZWExYiJ9.quNLeLYQESob7IsYz-CUsWW3-IRUP2J2NOBuV36leYM" class="fr-fic fr-fil fr-dib" width="833" height="177"></strong><strong>Fig 16. Setting a New Column Profile for Related Assets Tab</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">Now on the ticket type I can set the correct visibility for the display type on the asset field, in this case it is a field that is in a field group.</span></p><p><br></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQwMDliMGI0LWJlMGUtNGY2OC1hMTk5LTg1ZmEzMWM1ZTA2MSJ9.OKfXNTv_OMz71wD6DWq2HP7Q9P7hz5azgxwkXslMdps" class="fr-fic fr-fil fr-dib" width="1387" style="width: 1389px; height: 485.244px;" height="485"></span><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 17. Asset Field in The Field List</strong></span></p><p><br></p><p><span style="font-size: 11pt;"><em><strong>Note: You may need to add the asset field to the ticket type if it is not already set.</strong></em></span></p><p><br></p><p><span style="font-size: 10pt;"><br></span></p><p><span style="font-size: 11pt;">You can set the asset field to the display type "Table View".</span></p><p><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ2ZjY5ZmQ1LTJmYTgtNGJkNy04OGQ4LWNhZGQzNjMwZDBmYiJ9.FKPngJfGjzmFD4XJ5KvFSPOp8R-tLuO8n-JNuQkStjg" class="fr-fic fr-fil fr-dib" width="672" height="90"></span></p><p><span style="font-size: 10pt;"><strong>Fig 18. Setting The Correct Display Type</strong></span></p><p><span style="font-size: 10pt;"><br></span></p><p><span style="font-size: 11pt;">Now clicking into the related assets tab of the ticket type I have configured, I see this:</span></p><p><br></p><p><span style="font-size: 10pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM4YzZiMmFjLTkwNzUtNGIxMi04YzEzLTEwMjJjNmVkYTMyMSJ9.a6U4V7edupZnKfAvrWovProw9MTOVsF03mSx8BiKVK0" class="fr-fic fr-fil fr-dib" width="995" style="width: 997px; height: 340.492px;" height="340"></span></p><p><span style="font-size: 10pt;"><strong>Fig 19. Column Profile Showing On The Related Asset Tab</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;">When displaying a ticket's related assets as a table, if the Asset Tag field is included as one of the columns, hovering over that column will display a hover popup with the following details:</span></p><p><br></p><ul><li style="font-size: 11pt;">Asset Type</li><li style="font-size: 11pt;">Asset Tag</li><li style="font-size: 11pt;">Status</li><li style="font-size: 11pt;">Key Field 1 - 3</li></ul><p><br></p><p><span style="font-size: 11pt;">Within the Asset list, you can click into the ellipse option in the top right and use various system use features:</span></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY4OWZiZTg2LTVhY2MtNGJhMC04YTY1LWE0MzM4MGQzNTNhMSJ9.YDYs8MKfJQULYLDoaX_Mcg1urFRNKwcoBSzts8SLuYQ" class="fr-fic fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 20. Asset Options within the List</span></strong></p><p><br></p><p><strong><span style="font-size: 18px;">Changing the display name of an asset</span></strong></p><p>By default the header of an asset is the asset's asset number (tag), this is the value that will show as the header when you are viewing the asset profile, shown in Figure 21. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk0ZmFkNWU4LWYzZDItNDdmYy04MWEzLTZlYmZmMDY3NDRjYyJ9.wPd06e3v-3chBQLhcYp31t2uWEJhrbSuqoVMegJ4D_g" class="fr-fic fr-fil fr-dib" width="1669" style="width: 1671px; height: 583.101px;" height="583"></p><p><strong><span style="font-size: 10pt;">Fig 21. Asset number as display name</span></strong></p><p><br></p><p>If the asset number field against an asset is populated this will always show as the header. The type of the asset will also show under the header. </p><p><br></p><p>If the asset number field is not populated the asset type + the first asset key field will be used instead.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUyMzIxMmY3LTFjZjItNDY0MS1iOTJkLTU1NTJkNTQxN2M5YyJ9.KLjqQuc6jINtZMWgB67fa5y-Uau0SXiLXYYIkH6pkP4" class="fr-fic fr-fil fr-dib" width="1396" style="width: 1398px; height: 798.673px;" height="799"></p><p><strong><span style="font-size: 10pt;">Fig 22. Key field 1 (model) and asset type being used as asset header when Asset Number field not populated</span></strong></p><p><br></p><p>If the asset number and first key field are both not populated the asset type + the site the asset is assigned to will be used as the header. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI1NTBlY2E5LTZjNjQtNDU4Zi1hOGUwLWJjZTEyNTRiMDJjNyJ9.T8bYV1TrtpZtfjCB1wOhrIlgwugC8xjwQeRIhvq1sPI" class="fr-fic fr-fil fr-dib" width="1583" style="width: 1585px; height: 901.961px;" height="902"></p><p><strong><span style="font-size: 10pt;">Fig 23. Asset Type and Site being used as asset header when Asset Number and Key Field 1 are not populated</span></strong></p><p><br></p><p data-pasted="true">From v2.236+, you can override the asset display name, by selecting which name to display in the "Field used for Asset display name in the CMDB" dropdown in Configuration > Asset Management > General Settings.</p><p><br></p><p><strong><span style="font-size: 12pt;">Changing the Display Name of Assets when viewing from Tickets and Search Results </span></strong></p><p>The asset number field will also be the field that displays when viewing assets on a ticket, and in search results by default but this can be changed. To do this, head to Configuration > Asset Management > General Settings, see the setting here for "Fields to display when Assets are displayed on Tickets or in search results". If this is set to be "Key Field" the first key field on the asset will represent the asset. <br><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdiZGQzOTk5LWIyMmYtNGVjMS1iZDZmLTU3NDljM2NmNDBhMiJ9.Xduf__V86M2MM7ezgTug-kkBimObhkX_5M8sDP8ZI_M" class="fr-fic fr-fil fr-dib" width="792" style="width: 794px; height: 166.757px;" height="167"></p><p><strong><span style="font-size: 10pt;">Fig 24. Fields to display when Assets are displayed on Tickets or in search results setting</span></strong></p><p><br></p><p>Now when I search assets to relate to a ticket, I can still search using any field but the headings for the results will be the chosen (first) key field. In the Figure 25 example I have set the first key field to be "Name".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc2ZmU3N2E1LWIyMGYtNDEyMS1hZGZiLTU1OGE2ZjQwNGY5YyJ9.9rqSS4qVwsIjdu008yXsz0OHXl1xNJ7YZmI-XN9N6R0" class="fr-fic fr-fil fr-dib" width="982" style="width: 984px; height: 254.567px;" height="255"></p><p><strong><span style="font-size: 10pt;">Fig 25a. Searching asset using key field</span></strong></p><p><br></p><p><br></p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQyMTE1ZGVjLTEwODMtNDUxZi1iYmEwLWQ5MWNlYmFhNTkwNyJ9.duf1s4HKmjSBCvWsas4j_bu-E10lSWdQUIMCZ0jDwXc" class="fr-fic fr-fil fr-dib" width="216" style="width: 218px; height: 140.744px;" height="141"><p><br></p><p><strong><span style="font-size: 10pt;">Fig 25b. Key field used to reference asset</span></strong></p><p><br></p><p>This can be used to create a much more user friendly interface for viewing assets. </p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">Viewing Assets in the Portal</span></strong></p><p>To allow users to view assets in the portal ensure you add the "My Devices" button to the self service portal. This is added under Configuration > Self Service Portal. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImYzZDY5ZjI5LTVlZTctNGYxZC1hMzVhLWZmNjY0ZDQxM2MwYiJ9.p_iZXjCVMp5x-XqU-C9vwO9cfncBRM-G-tNhhrU7Wf4" class="fr-fic fr-fil fr-dib" width="1333" style="width: 1335px; height: 562.901px;" height="563"></p><p><strong><span style="font-size: 10pt;">Fig 26. Enable My Devices page</span></strong></p><p><br></p><p>This will add a new button to the portal as shown in Figure 27. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM0NTQ0NzVkLTE5YjAtNDUwMC04ODQ0LTkxZjNiMTllZDg1MCJ9.t__pwhk71i6iixdHOL5m1weEJNdzvtY4mVEXb7AEDgQ" class="fr-fic fr-fil fr-dib" width="1463" style="width: 1465px; height: 688.271px;" height="688"></p><p><strong><span style="font-size: 10pt;">Fig 28. My Devices button in portal</span></strong></p><p><br></p><p>Here, users will be able to see all the devices they have access to. </p><p><br></p><p>The devices (assets) they have access to will be controlled by the user permission "Asset Access Level". </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhlMDUwOTcxLTg1MTQtNDdkYi1hOGE1LTYzYTI3ZThjYjM2MyJ9.zF6L3GNDmJ6JGmDqRDleHn_vKmw0cQ2JGKhL18a9lWY" class="fr-fic fr-fil fr-dib" width="1141" style="width: 1143px; height: 481.582px;" height="482"></p><p><strong><span style="font-size: 10pt;">Fig 29. Permission to control which assets the user can see in the portal</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Customise how the "My Devices" page looks</span></strong></p><p>You can customise how the My Devices page looks, including customising the <a target="_blank" rel="noopener noreferrer" data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/1936" data-pasted="true">column profile</a> used here and the view (tile or table). Allowing you to customise which asset data is presented to users at a glance. </p><p><br></p><p>By default, the columns shown in Figure 28 will be used.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFmMTdhZDAzLWYxZDktNDAyOS1iZjY1LTRjZDJlMjgwODMyOCJ9.5_CLvcL9yIzjkxEGXdZscsDj6YN8qnD5r0-7G-cPqIU" class="fr-fic fr-fil fr-dib" width="1670" style="width: 1672px; height: 276.093px;" height="276"></p><p><strong><span style="font-size: 10pt;">Fig 30. Default asset view in Portal</span></strong></p><p><br></p><p>To customise the column profile used head to Configuration > Self Service Portal > Asset Settings, and set "Column profile for My Assets". </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImYwNWQ0NDViLWQwNzQtNDRlNi04MWY4LTRhOWJkZGNiZmViMiJ9.bgiGKygD-FKPh__JIar3d2cGPvesxRvoRmjtzlcHbQI" class="fr-fic fr-fil fr-dib" width="596" style="width: 598px; height: 277.029px;" height="277"></p><p><strong><span style="font-size: 10pt;">Fig 31. Column profile to use in the Portal</span></strong></p><p><br></p><p>Users can also toggle between viewing assets in the table view or <a target="_blank" rel="noopener noreferrer" data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/928" data-pasted="true">tile view</a>. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlkOWU4ZjQ2LTgyNGEtNGRhOC1iZGNmLTNhZDE3MDRjYzYzMyJ9.F8fZWflrokrEh_GPtQ1xdLxsBby9AI1oJLdFRZKS30I" class="fr-fic fr-fil fr-dib" width="1316" style="width: 1318px; height: 242.701px;" height="243"></p><p><strong><span style="font-size: 10pt;">Fig 32. Toggle asset view in the Portal</span></strong></p><p><br></p><p>You can set a default view for users when editing the "My Devices" menu button, under Configuration > Self Service Portal > edit "My Devices", using the "Default view" field. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjllNGVkOTBjLWMyMmUtNDRmMi1hMjNkLTUxN2U5OTYyYWM1ZSJ9.V92rfVK4DBlqMljmGWkdS1t51Vp0kH5uDRmqnyL_b8Q" class="fr-fic fr-fil fr-dib" width="553" style="width: 555px; height: 488.111px;" height="488"></p><p><strong><span style="font-size: 10pt;">Fig 33. Default users view of assets in the Portal</span></strong></p><p><br></p></section></section>
