<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><span style="font-size: 11pt;"><strong>In this guide we will cover:</strong></span></p><p><span style="font-size: 11pt;"><strong>- Basic Configuration Options</strong></span></p><p><span style="font-size: 11pt;"><strong>- Home Screen Configuration</strong></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><br></span></p><p><span style="font-size: 11pt;"><strong>Admin Guides:</strong></span></p><ul><li style="font-size: 11pt;"><a href="https://usehalo.com/haloitsm/guides/1862/" rel="noopener noreferrer" target="_blank"><strong>Self Service Portal</strong></a></li></ul><p><strong><br></strong></p><p id="isPasted"><strong><span style="font-size: 14pt;">Basic Configuration Options</span></strong></p><p>The Self-Service portal can be personalised to give your end-users a unique experience when providing self-service.</p><p>All configuration options around customising your Self-Service portal can be found via heading to Configuration > Self-Service Portal</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNmMzcwMjg4LWUwNGEtNGY0Zi1hYzRiLWY3ZjdhOGUxOTdhMCJ9.i_WxwnYbWgMZKrMZkhIKaGdffqazti2gWpmfKN1qLlQ" class="fr-fic fr-fil fr-dib" width="124" height="172"></p><p><strong><span style="font-size: 10pt;">Fig 1. The Self-Service Portal configuration icon</span></strong></p><p><br></p><p>Upon navigating to this icon, you will find the following configuration options:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJjYzkzNjk0LTc1NzQtNDE5NS1hNDQ4LWNkNzhkYzczYmY3MiJ9.9qnU4bxrHbbOKVTzowbtqfmMM898uCHpETcsTxhjK4Y" class="fr-fic fr-fil fr-dib" width="992" style="width: 994px; height: 646.141px;" height="646"></p><p><strong><span style="font-size: 10pt;">Fig 2. Self-Service Portal configuration screen</span></strong></p><p><br></p><ul><li><strong>Portal Title</strong> - This is the title of the browser tab:</li></ul><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRmMDU3ZWRhLWZjNTMtNGJhZS04ZjE0LTY1NzkxNTVhOTc1ZiJ9.Qh83MCpEWz_DTCa-qvcDARHSq3Yky106-Kww5AZghPI" class="fr-fic fr-fil fr-dib" width="328" height="48"></p><p><strong><span style="font-size: 10pt;">Fig 3. Portal title displayed on the browser tab</span></strong></p><p><br></p><p><strong><em>Note: </em></strong><em><strong>Within Configuration > Advanced Settings, make sure that the Advanced Setting Single Select Option - "Browser tab names" is set to "Rename tabs based on breadcrumb" this setting can be found in the Appearance section of Advanced settings (Near the top of the Page)</strong></em></p><p><br></p><ul><li><strong>Welcome Message </strong>- The message displayed on the home screen of your Self-Service Portal:</li></ul><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQzODlkMGIyLTRjOTQtNDExOC04NzRmLWY4NGQwOTliODhmNiJ9.oREC7ajU7CJ2y3uWo696YY-1U2A1ObbFPz3ALHUUlf8" width="984" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; max-width: none !important; width: 986px; height: 485.028px;" id="isPasted" class="fr-fil fr-dib" height="485"></p><p><strong><span style="font-size: 10pt;">Fig 4. Portal home screen</span></strong></p><p><br></p><ul><li><strong>Portal Colour/Portal Logo </strong>- The colour theme (used throughout) and logo (top left of <strong>Fig 4</strong>) of your portal.</li><li><strong>Custom CSS</strong> - If you're really looking to personalise the feel of your Self-Service Portal, you can use your own custom CSS to modify each element as you see fit.</li><li><strong>Authentication Options</strong> - Here you can determine whether or not an end-user needs to log in to access your Self-Service Portal. </li></ul><p>The portal can also be customised per customer and organisation. </p><p><br></p><p>Head to a customer profile > Settings tab > Self Service Portal section, here you will be be able to override the following for users under this customer that log in to the portal:</p><p><br></p><ul><li>Portal Title</li><li>Portal Colour</li><li>Portal Logo</li><li>Portal Home screen background image </li></ul><p>These fields can also be edited per organisation under Configuration > Organisations > select an organisation > Settings section (only applicable if you are using multi-tenancy). </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY2ZmQwZGM0LWUyMjAtNDEzOS1hNzI5LWJiYjc0YTgwZGU1OSJ9.cQaOLlW5QAEAlmQglTfr9esjHIyVdR0YOC_RqpzMl8k" class="fr-fic fr-fil fr-dib" width="728" style="width: 730px; height: 503.054px;" height="503"></p><p><strong><span style="font-size: 10pt;">Fig 5. Portal customisation at organisation level</span></strong></p><p> </p><p>Your Self-Service Portal URL can also be modified; to action this please reach out to HaloPSA support for further details!</p><p><br></p><p><strong><span style="font-size: 14pt;">Home Screen Configuration</span></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRlMjE1NzliLWZkNDctNDk2OS1iZWM2LTljYzdiOTU4YmZhZiJ9.ttgf2-aME7QWADc8B14nY1eFV-55HtDwCK6kCIguGxw" class="fr-fic fr-dii" width="533" height="628"><br></p><p><strong><span style="font-size: 10pt;">Fig 6. Home Screen Options</span></strong></p><p><br></p><p>The Home Screen area of your Self-Service Portal configuration provides you with options to set a background image (supplied via publicly available URL) and display type, where you can decide whether you would like the background to cover the entire page or simply as a banner at the top of the page.</p><p>You also have a series of options that can be toggled to show additional information below your menu buttons including articles with the most end-user upvotes and the status of your monitored services. You'll also see an option to set the number of menu buttons per row.</p>
