Embed the Benji Pays portal in your HaloPSA Self-Serve Portal via an iFrame

If you would like to have the Benji Pays customer portal directly embedded within the Halo PSA self-serve portal we now have that as an option.

This image shows the Halo PSA navigation at the top with the Benji Pays customer portal embedded within the Halo PSA self-serve portal. This is easy to set up as shown below.

Requirements

There are two requirements for this:

1. You must have SSO configured between Halo and Benji Pays in your customer portal settings. See this article for detail details.

2. You must have a custom domain set up for your Benji Pays customer portal that uses the same domain as your Halo PSA self-serve portal. e.g. haloportal.yourdomain.com and benjipaysportal.yourdomain.com .  Contact us at support@benjipays.com to have your custom domain set up.

eg. 

HaloPSA Portal Domain: portal.yourcompanyname.com

Benji Pays Custom Domain: billing.yourcompanyname.com

Configure

Once you have the above prerequisites in place, you can add the iFrame as follows.

1. Log into your HaloPSA account, and go to Configuration >> Self Service Portal

2. Scroll down to the "Menu Buttons" section and click "Add"

3. Select "Custom HTML Page"

4. Change the setting from "show when not logged in and when logged in" to "show when logged in"

5. Paste the code below into the Custom HTML box, and be sure to replace the URL with your Direct Login SSO link.

<iframe width="100%" height="100%" src="direct login url from SSO setup">
</iframe>