<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><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><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>- What are Menu Buttons?</strong></span></p><p><span style="font-size: 11pt;"><strong>- Menu Button Functions</strong></span></p><p><span style="font-size: 11pt;"><strong>- Customising Menu Buttons</strong></span></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;"><strong><a href="https://usehalo.com/haloitsm/guides/1862/" rel="noopener noreferrer" target="_blank">Self Service Portal</a></strong></span></li></ul><p><br></p><p><strong><span style="font-size: 14pt;">What are Menu Buttons?<br></span></strong></p><p>Menu buttons are areas within the Portal which Users can access. Different Menu Buttons have different functions and can be customised to suit the User's needs. </p><p><br></p><p><strong><span style="font-size: 14pt;">Creating Menu Buttons</span></strong></p><p>To add a Menu Button to the Portal, head to Configuration > Self Service Portal and navigate to the "Menu Buttons" section. Here you can build out a 'Field List', to customise what features show in the menu and home page of the Portal.</p><p>Adding a new menu button is as simple as clicking 'New' at the bottom of this list and selecting the function you would like to add. Once added, Menu Buttons can be dragged and dropped to change the order of them on the list. To do this, simply hover over the Menu Button you would like to move, and drag using the six dots that show on the left. These buttons can also be edited or removed by using the pencil or bin icon respectively. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNiZWM3YzA1LTBjNTgtNDVkYS04ODg4LWE2YzI1NzRlZmUyYiJ9.MHA2ehpuQ_pV0QBZ0EwHkTHD1odQQP9m9TCUJQJMcwI" class="fr-fic fr-fil fr-dib" width="1511" style="width: 1513px; height: 855.634px;" height="856"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 1. Editing Menu Button</span></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY4NjA4MDc2LTExYmQtNDEyYy05MTdlLWFjZTkzYmJiNzY4OSJ9._zrAu2miwdd69lGcZUNkGWmoIxJiejVmo4YRi3wTGQ4" class="fr-fic fr-fil fr-dib" width="2"></p><p><br></p><p data-pasted="true"><span style="font-size: 14pt;"><strong>Menu Button Functions</strong></span></p><p>When you create a new, or edit an existing Menu Button, you will need to choose a function. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA0MTBmNjFmLWU1OTktNDgxNi1hZTlmLTI4NDI4MjRiNDFjZSJ9.0kWCucfLTpM6Hr4ncF3gkJR8DDIC2bjBlkyYwfe7q1g" class="fr-fic fr-fil fr-dib" width="614" height="386"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 2. Menu Button Functions</span></strong></p><p><br></p><p>Access to and visibility in each Menu Button will be influenced by a User's Role and permissions. For more information on User Role permissions please see the guide linked <a href="https://www.usehalo.com/guides/1797" target="_blank" rel="noopener noreferrer">here</a>. For information on how to restrict access to areas of the portal see the <a href="https://usehalo.com/halopsa/guides/2462" target="_blank" rel="noopener noreferrer">Self-Service Portal Restrictions</a> guide. </p><p><br></p><p>The following Menu Button functions are available: </p><p><br></p><p><strong><span style="font-size: 12pt;">Activity Feed</span></strong></p><p>When the Activity Feed is added as a Menu Button, Users will be able to see recent activity. More information on the Activity Feed can be found <a href="https://www.usehalo.com/guides/918" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMyOTFiMTM1LTA3M2YtNGY3ZS1hYjM2LWFhM2UzYTE2NzEwMSJ9.MfGU4KoAj-h-y889woBkg3LngYYfr278UsCKiNE1Dxo" class="fr-fic fr-fil fr-dib" width="1458" style="width: 1460px; height: 554.82px;" height="555"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 3. Recent Activity</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Change Calendar</span></strong></p><p>When the Change Calendar Menu Button is added to the Portal, Users will be able to see upcoming Change Requests on a calendar. You must also enable "Publish the change calendar to the Self-Service Portal" in Configuration > Tickets > Change Management for this to show in the Portal. More information on the Change Calendar Feed can be found <a href="https://www.usehalo.com/guides/1926" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU0MWVhN2ZjLTkxNDEtNDAyMS1iYTliLWI2M2IwMzYyMTUwMiJ9.qIERZL5jQvGUntX5JpQPTXq1ti3Wk-oeYCLSvKTzYpo" class="fr-fic fr-fil fr-dib" width="1303" style="width: 1305px; height: 465px;" height="465"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 4. Change Calendar</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Custom HTML Page</span></strong></p><p>When added, you can add custom HTML to display when the Menu Button is clicked. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI4Nzg0MmE0LWMwMTMtNDczYS1iYzYwLWVhNTgyZDk5OWE0ZCJ9.JKog0dyxII9og7-3nN1SfqqDGf6lh10zlR1iv2VPAU8" class="fr-fic fr-fil fr-dib" width="602" height="453"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 5. Custom HTML </span></strong></p><p><span style="font-size: 12pt;"><br></span></p><p><strong><span style="font-size: 12pt;">Documents</span></strong></p><p>The Documents Menu Button will display a list of all User and Site level attachments the User has access to. More information on Document Management can be found <a href="https://www.usehalo.com/guides/2318" target="_blank" rel="noopener noreferrer">here</a>. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc1OGU4NmEwLTM2YmQtNDQ0OC1iNDJmLTA2YjA3NTQ5ZDU3MiJ9.Irt_8cdeij7RaxabtwwzShdolIhnv-Eww3cKJo-Ctm8" class="fr-fic fr-fil fr-dib" width="1189" style="width: 1191px; height: 203.994px;" height="204"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 6. My Documents</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Knowledge Base</span></strong></p><p>The Knowledge Base Menu Button will open the Knowledge Base for the User, allowing them to view any Articles they have access to. More information on Knowledge Base Articles in the Portal can be found <a href="https://www.usehalo.com/guides/2486" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>. </p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlmMWU5ZGM2LTRkZWUtNGNkYi1hNWRlLWM5NDY5MDhiYmNkNCJ9.hO_e495Lb1n8HhsrlUQV_WRLa9aukKYTD5imD34SWkw" class="fr-fic fr-fil fr-dib" width="1190" style="width: 1192px; height: 468.128px;" height="468"></strong><strong><span style="font-size: 10pt;">Fig 7. Knowledge Base </span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Knowledge Base Search</span></strong></p><p>This Menu Button opens the Knowledge Base Search page, where Users can search for Articles. More information on Knowledge Base Articles in the Portal can be found <a href="https://www.usehalo.com/guides/2486" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>. <a href="https://www.usehalo.com/guides/2486" target="_blank" rel="noopener noreferrer" data-pasted="true"></a></p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA2YzdjMWNlLWViMTYtNDIzOC1hMDk4LTVhNjEyOTc3YTM1NCJ9.hpn-4jTVAlvjqgtMezETIP5usBGleBFsXEGRNMqhzTg" class="fr-fic fr-fil fr-dib" width="1221" style="width: 1223px; height: 416.191px;" height="416"></strong><strong><span style="font-size: 10pt;">Fig 8. Knowledge Base search</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Log a Service Request</span></strong></p><p data-pasted="true">This Menu Button will open the Service Catalogue showing only Service Catalogue where a Service Request can be logged. More information on the Service Catalogue can be found <a href="https://www.usehalo.com/guides/2432" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImExM2M4MjljLTYyNDItNDZhOS1hZjY4LWRlODRiYzM4MDEzNCJ9.7O6zyVGiVlbguuY8wxaNhMUbSp15PRD8JQQhQmxUsWw" class="fr-fic fr-fil fr-dib" width="1093" style="width: 1095px; height: 403.761px;" height="404"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 9. Services</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Log an Incident</span></strong></p><p data-pasted="true">This Menu Button will open the Service Catalogue showing only Service Catalogue where an Incident can be logged. More information on the Incident Catalogue can be found <a href="https://www.usehalo.com/guides/2365" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImIxMWVmYmUyLTkzMWMtNDQ0Yi04YzgyLTE3NjEyZjljMjYzNyJ9.c8hYkFYb8mPpgYA6QDgBrEBT8upwpjrcVyKEqXhejIc" class="fr-fic fr-fil fr-dib" width="1059" style="width: 1061px; height: 439.789px;" height="440"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 10. Incident Catalogue</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">My Approvals Page</span></strong></p><p>This page shows a Users outstanding approvals, with the option to accept/reject each, or accept/reject all. More information on Approval Processes Catalogue can be found <a href="https://www.usehalo.com/guides/2396" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>. </p><p><br></p><p><strong><span style="font-size: 12pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZiNWEyNjRiLWE5MTgtNDQwOC05Yjg1LTExYWE4NDcyODI3YyJ9.L4qtJp-gg8JqfRxf0C413YQEJOQRYk0zV5MqXNLIb44" class="fr-fic fr-fil fr-dib" width="1091" style="width: 1093px; height: 438.509px;" height="439"></span></strong></p><p><strong><span style="font-size: 10pt;">Fig 11. Approvals page</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">My Assets</span></strong></p><p>The "My Assets" page shows a list of all Assets the Users has access to. Each Asset in the list can be selected to view the Asset information. More information on Asset relationships can be found <a href="https://www.usehalo.com/guides/956" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>. </p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhmNGI3OGY0LWFkMjUtNGE4Ny04Y2FhLTE1MjI2MjEzOWYxZiJ9.LQFj_ZiSxBLqmyu7SfmipIgidg4xwE_iftQv8pc7ZtY" class="fr-fic fr-fil fr-dib" width="1137" style="width: 1139px; height: 226.819px;" height="227"></strong><strong><span style="font-size: 10pt;">Fig 12. Assets page</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">My Chats (v2.244+)</span></strong></p><p>This page will show a User's recently closed chats, and an option to create a new chat. Each chat with a linked Ticket will show the hyperlinked Ticket ID on the right. More information on the Chatbot and Chat profiles can be found <a href="https://www.usehalo.com/guides/1842" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg4NmE3OWZiLTk3ZWEtNGYzNy04ZmI0LWYxY2MwNGNhZDY0YyJ9.wQxKioMEl_NoO5Vn8UykwA-O-JGSASkWHUAU5iwgwV4" class="fr-fic fr-fil fr-dib" width="1142" style="width: 1144px; height: 294.207px;" height="294"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 13. Chats page</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">My Contracts</span></strong></p><p>This page will show all the Contracts this User has permission to see. Selecting a Contract will show the Contract details. More information on Contracts/Agreements can be found <a href="https://www.usehalo.com/guides/1975" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>. </p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQzZGEyNTEwLWFiOTItNGMyNi05MzU4LWI2MmJjYzhkODZhYiJ9.rvZ84AqOqIGDGd0m4jCgD-n0q8qJCTivW6IsmC2gA2o" width="1138" height="156" 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: 700; 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; width: 1140px; height: 155.653px; max-width: none !important;" data-pasted="true" class="fr-fil fr-dib"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 14. Contracts page</span></strong></p><p><br><br></p><p><strong><span style="font-size: 12pt;">My Dashboards</span></strong></p><p>The Dashboards area shows a list of all the Dashboards a User has access to.</p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdiOGZhNGU2LWExZDAtNDRjMy1iM2E0LTE0MjgzMGU1YTk2NyJ9.zzGaHqo6_yQvIIEI5wxiPdFd1hFl48_FsvhR4V7Vioc" class="fr-fic fr-fil fr-dib" width="1169" style="width: 1171px; height: 206.12px;" height="206"></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 15. Dashboards list</span></strong></p><p><br></p><p>When selected the Dashboard will open with any filter options displayed at the top.</p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU1ZjhmYTllLTI4ZDMtNDRjMC04OTM4LTNiZjVlZjVlY2Y5NSJ9.7bpQafeKEojKk-lHENEFpYxlXCT0Pua2Cngwo1gk_zI" class="fr-fic fr-fil fr-dib" width="1176" style="width: 1178px; height: 473.298px;" height="473"></strong></p><p><strong><br></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 16. Dashboard in the Portal </span></strong></p><p><br></p><p><span style="font-size: 12pt;"><strong>My Invoices</strong></span></p><p>When added, the "My Invoices" area will show any Invoices available to the User. Clicking into an Invoice will open the invoice, showing the Invoice lines and information. <span style="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-align: left; 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; display: inline !important; float: none;" data-pasted="true">More information on Invoicing can be found </span><a href="https://www.usehalo.com/guides/2538" target="_blank" rel="noopener noreferrer" data-pasted="true" style="box-sizing: inherit; background-color: rgb(255, 255, 255); color: rgb(15, 97, 161); text-decoration: none; touch-action: manipulation; cursor: pointer; user-select: auto; 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-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal;">here</a><span style="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-align: left; 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; display: inline !important; float: none;">. </span></p><p> </p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU4NjVlZTc0LWMyNzYtNDRjYS1iZjIyLWNkOTQyZjA4MWQ4NCJ9.rIgWUTJqYaZAOtfNe3FG6hT9Xrzz1rhnVEaVfCeLzyE" class="fr-fic fr-fil fr-dib" width="1183" style="width: 1185px; height: 444.792px;" height="445"></strong><strong><span style="font-size: 10pt;">Fig 17. Invoices page </span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">My Projects</span></strong></p><p>This area will show a User's Project Tickets. More information on Projects can be found <a href="https://www.usehalo.com/guides/2707" target="_blank" rel="noopener noreferrer">here</a>.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM1MjFkNmM0LTZhNjQtNDhlMS05YTgwLTc5MDg3ZTkwNTAzZSJ9.vDdkb7WJ1XGTZQmh6LgLjZ4SerLLhC0Br19uZmQthUo" class="fr-fic fr-fil fr-dib" width="1259" style="width: 1261px; height: 226.829px;" height="227"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 18. Projects</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">My Quotations</span></strong></p><p>When the Quotations Menu Button is added to the Portal, Users will be able to view any Quotations they have access to. For more information on viewing Quotes in the Portal see the gudie linked <a href="https://www.usehalo.com/guides/1997" target="_blank" rel="noopener noreferrer">here</a>. </p><p><br></p><p><strong><span style="font-size: 12pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE1ODkzZGI2LWJlZGItNDc5YS04OWM4LTc1ZmNlZjVkNjc2ZiJ9.tihG72iebo7CMu_Rs__DrweCHUatPpJ2FafmeIY3EKA" class="fr-fic fr-fil fr-dib" width="1224" style="width: 1226px; height: 281.343px;" height="281"></span></strong><strong><span style="font-size: 10pt;">Fig 19. Quotes page</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">My Reports</span></strong></p><p>The "My Reports" area will show a list of Reports available to the User. Each report can be clicked into and viewed in the Portal. Information on reporting, and granting User access scan be found <a href="https://www.usehalo.com/guides/887" target="_blank" rel="noopener noreferrer">here</a>. </p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYwMTI5ZTg0LTU4ZDktNDJlNS1hYmU2LWZhNTFiZTJmODQ1YiJ9.Iykb9bvSsWlURBTsS-UtSLF2ATBZmpkG9IYG5DmVfN0" class="fr-fic fr-fil fr-dib" width="1250" style="width: 1252px; height: 272.654px;" height="273"></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 20. Menu Button Functions</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">My Sales</span></strong></p><p>This area will show the User's Sales Tickets. Sales Tickets are explained in more detail <a href="https://www.usehalo.com/guides/2019" target="_blank" rel="noopener noreferrer">here</a>. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI3M2U0NjJiLTM5NGUtNDZhMi1hOWUyLTg3M2E4MjQ2M2FiYSJ9.JOEHfTo6_kqYOw8Z665f0JlJRR16bMC0--CvaOlxHD0" class="fr-fic fr-fil fr-dib" width="1115" style="width: 1117px; height: 182.236px;" height="182"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 21. Menu Button Functions</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">My Tickets (excluding Projects)</span></strong></p><p>This area shows all the User's Tickets (except project Tickets). For more information on Ticket Types, see the guide linked <a href="https://www.usehalo.com/guides/876" target="_blank" rel="noopener noreferrer">here</a>. </p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRjMjRiZDFiLTRmMDUtNGE1Mi05MzE2LTdiNjFjM2NmOGY3YSJ9.IeqII1QD2swi50G-_G0l9NIzFBBqB4OcxHuhewVFRzU" class="fr-fic fr-fil fr-dib" width="1097" style="width: 1099px; height: 472.298px;" height="472"></strong></p><p><strong><br></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 22. Tickets</span></strong></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 12pt;">New Ticket (New Ticket screen with Ticket Type selection)</span></strong></p><p data-pasted="true">This area allows Users to choose which Ticket Type to log using a drop-down. Tickets in the Portal are covered in more detail <a href="https://www.usehalo.com/guides/2747" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>. </p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU4MmRhNDQ3LTA3NGQtNDc4NC1hYjY4LTQxNGU0OWVjNTUyYyJ9.V4gh0u5s-BelRuRNZOZhdAn-WzW6lS8vON6xo3VVjQs" class="fr-fic fr-fil fr-dib" width="1180" style="width: 1182px; height: 543.265px;" height="543"></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 23. New Ticket selection from a dropdown </span></strong></p><p><strong><br></strong></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 12pt;">New Ticket (Log a new Ticket with a preset Ticket Type)</span></strong></p><p data-pasted="true">This area requires a specific Ticket Type to be selected. The Ticket Type set against the Menu Button will be the only Ticket Type which can be logged in this area. Tickets in the Portal are covered in more detail <a href="https://www.usehalo.com/guides/2747" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>. </p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUxOTYzNmI3LTk5ODMtNDE2YS05MDBjLThhZTc4MzgzMDgyYSJ9.JcYoGX0S-ZgMvGo9HhiPP0nTJ1DbmLmoJrL6roRx8ps" class="fr-fic fr-fil fr-dib" width="607" height="600"></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 24. Specifying the Ticket Type to log</span></strong></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU5YzI5MWZjLTk5YWItNDcwZi1hYzZkLTA3OWYzN2ZlNGNhYSJ9.sUPoK-x8V4Sp7OHDCxn3FcYhQ0IyFQJNRSC3PPtT1tU" class="fr-fic fr-fil fr-dib" width="997" style="width: 999px; height: 417.337px;" height="417"></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 25. New Ticket of a present type</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">New Ticket (Log a new Ticket with a preset Template)</span></strong></p><p data-pasted="true">This area requires a specific Ticket Template to be selected. The Ticket Type set against the Menu Button will be the only Ticket Template which can be logged in this area. Tickets in the Portal are covered in more detail <a href="https://www.usehalo.com/guides/2747" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>. </p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNhMDlhNGVmLWI2ODYtNDRjMy05MWU2LTU0NDlmOGFiMmY4YSJ9.86BOnI7vyBtbJY5sUgqN-X3DPm0Xzo3XvfKLSYS4fRA" class="fr-fic fr-fil fr-dib" width="612" height="598"></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 26. Specifying the Ticket Template to log </span></strong></p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY3OWYxMzZjLTRlNDYtNDU1Yy05OGNmLTc1NWRjZWIzODUwZCJ9.d7CBuBpXe75hNMUrusPIDPVNzXbTZOEFDbZvdVMPifo" class="fr-fic fr-fil fr-dib" width="1084" style="width: 1086px; height: 468.14px;" height="468"></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 27. Menu Button Functions</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">New Ticket (Log a new Ticket with Ticket Type tile selection)</span></strong></p><p>When this Menu Button is added, Users who click into this area will see a tile Screen, allowing the User to select the relevant Ticket Type from the tiles. Tickets in the Portal are covered in more detail <a href="https://www.usehalo.com/guides/2747" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAyZjA3Nzc1LTdhZTEtNGJmYi05NTliLWNiNjMwNmU5ZWE2NyJ9.qChC6t8SJyhFU9v_11N0aGiKTw8UKijMOteEFtdSJHg" class="fr-fic fr-fil fr-dib" width="1067" style="width: 1069px; height: 411.839px;" height="412"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 28. Ticket Type tile selection </span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">News Articles</span></strong></p><p>The News Articles Menu Button will show all the News Articles available to the User.</p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUyMTQyYzNmLTU4Y2QtNGRkMi1iMGI2LTUxNGNlNzRhYmQ1MiJ9.GBnP5XKumqbfWCDtcxaZ9DXFLC82oQopZnYNLBLZSDo" class="fr-fic fr-fil fr-dib" width="1112" style="width: 1114px; height: 272.348px;" height="272"></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 29. News Articles </span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Roadmap</span></strong></p><p>Any changes added to the Road Map will show in this Area.</p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFjMmQ5ZmI3LWQ4NjYtNDk0Mi1hMDk4LWMxOTFiMWI5ZmU2YSJ9.g19ihJ3562fjBQZGSwsNx84qlOwZ3JJsGI9iBzYZ4DY" class="fr-fic fr-fil fr-dib" width="1050" style="width: 1052px; height: 212.609px;" height="213"></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 30. Roadmap</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Search</span></strong></p><p>This button will open the search page, where Users can search for entities.</p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRjMWEzY2VlLTZkYzMtNGRmMi04Yzk2LWJiYTY2ZjNlNDQ2MyJ9.kX7Tq_-o3wI8TForiqFSQ3onAwLn4O84JykAvy7PL3M" class="fr-fic fr-fil fr-dib" width="1523" style="width: 1525px; height: 194.474px;" height="194"></strong><strong><span style="font-size: 10pt;">Fig 31. Search page </span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Service Catalogue</span></strong></p><p>The Service Catalogue will show all the services available to the User. A User can select a Service to log a request/incident depending on your configuration. More information on the Service Catalogue can be found <a href="https://www.usehalo.com/guides/2432" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>.</p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU0NjNjMmYwLWM1NTgtNDA3My04ZGUzLWIwZDFjNjgwMmU1MyJ9.N152YXwMQn8sPrJIYghJjN257p5nkbYZoBT1TUZw-6s" class="fr-fic fr-fil fr-dib" width="1331" style="width: 1333px; height: 632.433px;" height="632"></strong><strong><span style="font-size: 10pt;">Fig 32. Service Catalogue</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Service Status</span></strong></p><p>The Service Status area will show a list of Monitored Services that the User is subscribed to. For more information on Service Status Monitoring see the guide linked <a href="https://www.usehalo.com/guides/2281" target="_blank" rel="noopener noreferrer" data-pasted="true">here</a>. </p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ1ZWI5MTZlLTliN2MtNDJmMy1hNGIyLWJmYTNiNGUwZGM3NiJ9.evrnyRR-NPnvVkS7ty6nkKLHSCRAkaiT-nDNDId8QsY" class="fr-fic fr-fil fr-dib" width="426" height="159"></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 33. Services list</span></strong></p><p><br></p><p>Clicking into a Service will show the Service's current status and any future status updates. </p><p><strong><br></strong></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI3Y2E2ZmJjLTM1YmEtNDg4OC04ODQwLTA1NjcyYjlmZjc5NCJ9.RuqCJjM5l84pWr5SAS0FuHUnujAbvCo8RQ0oxQtRhJc" class="fr-fic fr-fil fr-dib" width="951" style="width: 953px; height: 394.22px;" height="394"></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 34. Service Status of a specific service</span></strong></p><p><strong> </strong></p><p><strong><span style="font-size: 12pt;">Settings</span></strong></p><p>This button will open the User's settings, where they can control their preferences. <strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFiYzhiNDkyLWM3OTMtNGJmNi1hODNlLWYzZGFhNmJhYjA1OCJ9._AtrAWnTGS1jPEly1uUUa0xb6xkvOwwIHj7yTeUk0a8" class="fr-fic fr-fil fr-dib" width="1321" height="416"></strong><strong><span style="font-size: 10pt;">Fig 35. User Settings</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Ticket Type List</span></strong></p><p>This area will show all the User's Tickets of a specified type/types. When setting up this button you will need to set which Ticket Types can show in this area. For more information on Ticket Types, see the guide linked <a href="https://www.usehalo.com/guides/876" target="_blank" rel="noopener noreferrer">here</a>. </p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg1OWZkOTYxLTJjYTItNDY1Yi1iOGY0LWE4NjUzM2JjNDlhZSJ9.zsN_ClNZz1S9SC3CYgkWUiZD6vPyQvZjWLAnWx21yoE" class="fr-fic fr-fil fr-dib" width="575" height="802"></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 36. Specifying Ticket Types to show</span></strong></p><p><strong><br></strong></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU1MDFiYjM5LTFiNDYtNGQ0OC05ZTJlLWQ1YjlmNmMyZTZjMSJ9.kuQY04rZ0LYshHj1kY139ezlP7YJTjBTsTgkwLUtO7k" class="fr-fic fr-fil fr-dib" width="866" style="width: 868px; height: 358.274px;" height="358"></strong></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 37. Tickets of the allowed types </span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Top 5 Articles</span></strong></p><p>The Top 5 Articles menu Button will show the 5 highest rated Articles. If the User selects to "View more" they will be redirected to the Knowledge Base. News Articles are explained in the guide linked <a href="https://www.usehalo.com/guides/2189" target="_blank" rel="noopener noreferrer">here</a>.</p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRiYjIwMWY2LThlZmQtNDc1Ni04ZWRlLTFhOGI4ZTNkYTZmOSJ9.GjwJd2PNCws2OYZXiqlu6P8B_sHyl4bwJRpW-FoAqDU" class="fr-fic fr-fil fr-dib" width="1075" style="width: 1077px; height: 352.881px;" height="353"></strong><strong><span style="font-size: 10pt;">Fig 38. Top rated Articles </span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Custom Path</span></strong></p><p>Custom Paths allow you to create a button which links to an area of the portal by adding the path to the end of the URL.</p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNjM2U2OGI5LWM4NDgtNDY1ZS1hOTY0LWJiZWUwN2JjOTQ4ZCJ9.5Vqpe8UZw_4lVdYHBswH95NXUjeCW7SIcxYLwQtXdsI" class="fr-fic fr-fil fr-dib" width="609" height="643"></strong><strong><span style="font-size: 10pt;">Fig 39. Custom paths</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Custom URL </span></strong></p><p><br></p><p>Custom URLs can be used to link to an external web-page. You will need to enter the URL to direct to when the button is clicked, and set a name for the button. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZmMDA3NmYzLWZjMDAtNGQzMC1iZDEzLTlkNjg0ZTVjYTFhZSJ9.99qQPVNhcpRod6OBU55Ji0NEnur0IH7XFbilF_y4flc" class="fr-fic fr-fil fr-dib" width="617" height="601"></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 40. Custom URL</span></strong></p><p><br></p><p data-pasted="true"><span style="font-size: 14pt;"><strong>Customising Menu Buttons</strong></span></p><p>When editing your Menu Buttons, you will be presented with the following options:</p><p><br></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU5MTM1ZWI5LTNkMTYtNGRhMS1hZWQwLWZjMGYzM2E1MzhmNCJ9.7Jj5CIKbaA21Bxo-5lv8rqGJ0Z1YowYDwZmnIOms9S0" class="fr-fic fr-fil fr-dib" width="632" height="1122"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM5MzAyNWJjLWU0ZTAtNGQ1Yi04ZTQyLTdkMDMwMGI4Y2UzOSJ9.M8Oh-2JW1w5Lz3oQwwXSlSat2e0fib3BR76kBwwBAAU" class="fr-fic fr-fil fr-dib" width="2"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJhMzgzMGJkLTg0NTItNGI5Ni1hYjk3LWRhNmRlZjY2N2ExOSJ9.59kdrCSABhUo-xSnwb3Zi6NM7iK0XOvAdUClMEfpQxg" class="fr-fic fr-fil fr-dib" width="657" height="728"></p><p><strong><span style="font-size: 10pt;">Fig 41. Menu button edit screen</span></strong></p><p><br></p><ul><li><strong>Dashboard button restriction </strong>- Allows you to set whether or not an end-user needs to log in to access this feature. If you were to disable 'Require Users to login to access the portal' then you could set modular access per menu button via this option.</li><li><strong>Override default name, hint and icon</strong> - Default options for these entities are provided but can be overridden via enabling this setting, you would then find the below options to input your own preferences.</li><li><strong>Icon Colour</strong> - Set the background colour for the icon displayed on your menu button:</li></ul><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRhODhmZDU0LWZmMDUtNGE1Yy1hY2FhLTBiNzJkMTE5OWQ4MyJ9.OzUe69Ps7xee-sNhO-5vdZSgduRDrWxsnQD4erWNKVI" class="fr-fic fr-fil fr-dib" width="975" style="width: 977px; height: 354.659px;" height="355"><strong><span style="font-size: 10pt;">Fig 42. Example of modifying the 'My Invoices' menu button icon colour</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Show on Navigation Bar Setting</span></strong></p><ul><li><strong>Show on Home Screen/Navigation Bar</strong> - Showing menu buttons on the home screen displays them as shown in <strong>Fig 4</strong>, while displaying menu buttons on the navigation bar display them along the top portion of the screen:</li></ul><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjA0NzY3YWFlLTE4MzYtNDA1Yi1hOTZjLTM1MjhjNTZmMWJkMCJ9.O8e0RruHgcqcbnGbu3qQM7TzyvXRtr1N0eoQwfzUd1A" class="fr-fic fr-fil fr-dib" width="2"></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk0ZDE2NjBlLWViZDgtNDI2OS1iNDU4LWVmOGEzN2FhNWIxMyJ9.UzausWnPb65oKsQBmphLY_IuUuVeMjfuJDtYzb-mTdQ" class="fr-fic fr-fil fr-dib" width="995" style="width: 997px; height: 72.7362px;" height="73"></p><p><strong><span style="font-size: 10pt;">Fig 43. The Navigation Bar (Checkbox on for "Show on Navigation Bar")</span></strong></p><p><br></p><p>The navigation bar will be available from any page within the Self-Service portal, so should only include options that you want your end-users to quickly access at any time.</p><p><br></p><ul><li><strong>Preview screen when logging (Service catalogue button only)</strong> - When set to 'show' will show a preview screen with the service page description, 'request service' button must then be used before the user is prompted to complete the ticket fields. This can be set here globally for all services, but can be overridden for each service under the configuration for that service. </li></ul>
