• Skip to primary navigation
  • Skip to main content
  • Skip to footer
  • Skip to custom navigation

Halo Service Desk

  • Features
  • Pricing
  • Integrations
  • Case Studies
  • Contact Sales
  • Start Trial
  • Request Demo

Halo Service Desk Guides

Documentation to assist with the setup and configuration of the Halo Service Desk platform

Guides > Password Custom Fields and Storing Passwords for Customers

Password Custom Fields and Storing Passwords for Customers


Configuration of Password Custom Fields


A Custom Field can be created under the Configuration > Custom Objects > Custom Tables screen for password storage.



 

 In order to be link to the customer tab, the "Linked Entity" for the table will need to be set as "Area".



Under the Field List you can assign the custom fields for each section of the password storage table. Below is the recommended set of fields, stating the type of password, associated user and the password itself:


 


It is important to create the password field with the "Input Type" set as Password (as below). This will encrypt the data and also audit any access to the password. 


You can also amend the Visibility Restrictions, so the password field will only appear for selected customers.





The last step is to create a new Custom Field and link the Custom Table to the Custom Field. Go to Custom Fields as shown below and ensure the "Entity" is set to Customer then click New.

When creating the new Custom Field ensure that you select the "Type of Field" as Table and teh "Link to Table" is the Custom Table we created previously.




This is what is used for the customer password storage tab (shown below), where a custom table has been created with the fields outlined above. This table can be edited through the client screen to assign and store passwords for specific users. Stored passwords are hidden by default, but can be viewed by selecting the eye icon next to the password.




Technical Specification of password storage


  • Custom fields that are setup as Password type are stored in the database with AES 256-bit encryption.
  • Each password has a separate unique key. 
  • Each key is encrypted with an X.509 certificate.
  • The certificates are stored separately to the database.
  • Decrypted passwords are never saved into the database or any logging.
  • Connections to HaloPSA are only able to be made using SSL encryption.
  • On-premise (not hosted by Halo) customers can specify the thumbprint of their own certificate.

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

Footer

Products

Cultivating a Service Desk with a smile

Company

  • Contact Us
  • Careers
  • Channel Partner
  • Technology Partner
  • Referral Program

Halo Service Desk

  • Features
  • Integrations
  • Mobile Apps
  • Pricing
  • Blog

Key Features

  • Incident Management
  • Problem Management
  • Change Management
  • Configuration Management
  • ITIL Service Catalogue
  • Knowledge Management

Compare

  • ServiceNow Alternative
  • FreshService Alternative
  • TOPdesk Alternative
  • Cherwell Alternative
  • Hornbill Alternative
  • Ivanti Alternative
  • ManageEngine Alternative
  • Spiceworks Alternative

Social

  • Terms and Conditions
  • Privacy Policy
  • Security