HaloITSM Guides
Documentation to assist with the setup and configuration of the HaloITSM platform
Calendar integration using the Microsoft Graph API
Note: The account used when authorising the application from inside Halo needs to have delegate or "Full Access Permission" to each of the accounts (Mailbox Folder Permission) that you are connecting to for editing/adding appointments.
Teams Meeting
In addition to the above you can also send Teams Meeting invites by checking the below setting on any Appointment Types that this applies to.
If using the method where each technician connects to their own exchange account, you will need to ask your agents to navigate to the Calendar module and scroll down to find the "Exchange Calendar" section where you can connect or disconnect your account. If this does not show up immediately, you will need to clear your cache and log out and back in.
Common Errors
Description | Cause | Resolution |
When testing which calendars the connected account has access too, an error is given saying "The specified object was not found in the store" | Either the connected account does not have the required level of access to the user’s calendar, or they have only just been granted the correct level of access. Sometimes granting delegate permissions can take up to an hour to take effect. | Ensure the connected account has delegate access to read/edit the user’s calendar. There are multiple ways of doing this, but here is a short guide we've used before. |
Popular Guides
- Asset Import - CSV/XLS/Spreadsheet Method
- Call Management in Halo
- Creating Agents and Editing Agent Details
- Departments, Teams and Roles
- Importing Data
- Multiple New Portals with different branding for one customer [Hosted]
- Organisation Basics
- Organising Teams of Agents
- Step-by-Step Configuration Walk Through
- Suppliers
- Syncing Exchange Calendars
