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Self Service Portal

4.4
created at 3 years ago
students 1353
hours 02:00

Overview

This course is centered around the configuration options available when customising your Self-Service Portal in HaloPSA.

You'll learn about the core functionality of the Self-Service Portal, with some Worked Examples on the fundementals.

What you will learn

  • How to customise the appearance of your Self-Service Portal.
  • How to configure the menu options available on your HaloPSA Self-Service Portal.
  • How customers can raise Tickets directly via the Self-Service Portal.
  • Configuring your Service Catalogue in HaloPSA.
  • Examples on how to ensure Customers can raise Tickets & view updates on Tickets.

    • Requirements

  • Understanding of Service Desk configuration.
  • Understanding of Customer, Site & User configuration.
    • Go to Course

    Contents

    Introduction
    Customisation
    Appearance/Home Screen
    Menu Buttons
    Raising Tickets
    Anonymous logging for certain ticket types, can be embedded on website or accessed via a specific URL
    Making Dashboards Available to Users on the Self Service Portal
    Remove Your Companies Details from the Self Service Portal
    Viewing Child Tickets on the Portal
    Core Functions
    The Service Catalogue
    Providing Access to your Knowledge Base
    Emails with New Ticket Hyperlinks
    Showing your Roadmap
    Viewing Quotes
    Examples
    Raising a Service Request
    Viewing Tickets
    Web Announcement End Date
    Self Service Portal - End of Unit Quiz
    Halo Live Chat - embedded on other sites
    Changing the Self-service portal language