HaloCRM

HaloCRM Guides

Guides > Creating Agents and Editing Agent Details

Creating Agents and Editing Agent Details


To create a new agent manually, head to Configuration > Teams and Agents > Agents and press "New". 


Alternatively you can allow agents to create their own accounts using the Invite button and filling in the popup. When creating your trial you can invite up to 4 Agents in addition to yourself and, if they have followed the registration link, they will be listed here.




Here on the New Agent screen you will need to set a Username, Password and Email Address under the (scroll down to the "Agent Details" Tab); by default Halo will fill in the Username and Initials when we input their name. The agent can change the password later. Input the Agent's name, here Halo Guides, into the Username field and Halo[Product] will fill in the Initials as you see and the First and Last names also.


Relevant Admin Settings (check the breadcrumb trail at the top of the admin guide to see where to go in configuration to configure these settings:

Agents goes through the config for new agents, workdays go through how to create different working hours for different agents, time management includes a section on time sheet settings, also refer to the guide on timesheet approvals on the HaloPSA Academy: Guide You must create an academy account to access this.



Give this agent a Temporary password and decide whether they require two-factor authentication or not. We will need to give this Agent a role; by default you will have Standard User and Administrator. The selected Role will set the permissions for the Agent, which will be detailed in another guide, 'Agent Permissions Settings' found in the related articles section at the bottom of this guide.


An administrator, by its nature will have a wider range of permissions than a Standard User so simply select whichever is most relevant and now scroll down past phone number.


These are the final few settings for your new agent. Select their default team (this is the team that will load first when they enter the Incidents section of Halo) this should be their primary working area. Halo Guides works in Infrastructure as a Database Administrator, their working hours are set as the default. You will be shown how to change these in a separate guide titled 'Working Hours' and the Charge Rate will be explained in the guide 'Billing', leave this as the *No Default* selection for now.


Timesheet Managers can be set, which will be the agent that can approve timesheet submissions, checkout this HaloPSA Academy guide on timesheet approvals: Guide You must create an academy account to access this. Holiday approvals are also done through the timesheet manager.


PSA Only: The options to allow agents to approve purchase orders, can also be selected. This is because the option to have approval processes for purchase orders has been enabled on the Configuration > Purchases Orders page. This agent specific setting can also be configured for quotations by enabling approvals in Configuration > Quotations.


Press save in the top left of this inner window and you're finished. You have created a new agent.

Popular Guides

Pin It on Pinterest