One of CloudRadial's best features is its ability to automatically sync users between CloudRadial, Office 365 and your PSA. But PSAs and Office often have users you don't want in the CloudRadial portal. CloudRadial provides several methods for contact exclusion.
By default, users whose accounts are disabled or without an email address are not synced to CloudRadial since they wouldn't be able to log in. Also, users without an Office 365 license are not synced by default either.
To undo an exclusion, just remove the excluded user or pattern from the appropriate list and resync the affected companies.
Excluding at the Partner Level
Go to Partner Settings -> Exclusions and add the email addresses or email patterns (see below) to exclude.
Excluding at the Company Level
Go to Partner Clients -> View a company and choose the Exclusions tab. Add the email addresses or email patterns to exclude.
Excluding from the User List
To to Usage Users while impersonating a company administrator or go to Partner Clients -> Users and use the dots menu to exclude a specific user.
Excluding through Type Mapping (ConnectWise)
If you are using ConnectWise, you can also exclude users through type mapping. More information about using type mapping can be found here.
Diagnosing Sync / Exclusion Problems
If users are not appearing in CloudRadial or aren't appearing in your PSA, the problem is typically one of the above exclusions or a setting in the Sync options. Work through the list of exclusion methods above to determine which setting is interfering with synchronization.
Exclusions can be either specific email addresses or you can use wildcard expressions to eliminate groups of email addresses. The expressions used are similar to that in Visual Basic scripting. Valid wildcards are:
|?||Any single character|
|*||Zero or more characters|
|#||Any single digit (0–9)|
|[charlist]||Any single character in charlist|
|[!charlist]||Any single character not in charlist|
Using these settings, the following entries are acceptable:
|email@example.com||Exact email match|
|servicealert*||Any emails that start with "servicealert"|
|firstname.lastname@example.org||Any emails that start with "servicealert" followed by a single character, then followed by "mycompany.com"|
|email@example.com||Any emails that start with "servicealert" followed by a single digit, then followed by "mycompany.com"|
|servicealert[0,1,2]@mycompany.com||Any emails that start with "serveralert0", "servicealert1", "serveralert2" and then followed by "mycompany.com"|
|servicealert[!0,1,2]@mycompany.com||Any emails that start with "servicealert3...z" and then followed by "mycompany.com"|