Setting Different Home Pages in CloudRadial UCP

Not all clients need the same portal experience. Your enterprise clients might prioritize ticket management and service health monitoring, while smaller clients focus on knowledge base articles and training resources.

CloudRadial UCP's Feature Sets let you control exactly what each client sees when they log in—transforming a generic portal into a tailored service hub that drives engagement and reduces support requests.

By customizing home pages to match client needs, you can surface the most relevant tools, applications, and information for each business, ensuring they find value from their very first click.

• Before You Get Started (Prerequisites)
• Understanding the Standard Home Pages
• Enhanced Customization with Support and Search Home Pages
  • Default Configuration
  • Custom Configuration
  • Setup Requirements
  • Example Use Case
• Combining Default and Custom Items
  • Resources

Understanding the Standard Home Pages

The five standard choices for the client's home page are as follows:

Enhanced Customization with Support and Search Home Pages

The Support Home and Search Home pages offer flexible deployment options. Use them out-of-the-box or customize them to match your clients' specific needs.

Default Configuration

Without customization, these pages provide a support-focused experience with five standard tiles:

• Request Service
• Report a Problem
• Ticket Updates
• Microsoft 365 Updates (Requires M365 connection, will not appear without it)
• Microsoft 365 Status (Requires M365 connection, will not appear without it)

Custom Configuration

Transform these home pages by adding your own menu items alongside or instead of the defaults.

This lets you surface the tools and resources that matter most to each client - whether that's RMM dashboards, compliance tools, or client-specific applications.

How It Works: Custom home pages pull from your CloudRadial Applications/Menus. Any application tagged for the Service Home will appear as a tile on both Support Home and Search Home layouts.

Setup Requirements

To enable custom home pages, align these two settings:

1. Feature Set Configuration
   • Assign the Support Home or Search Home feature set to the company
   • Enable the checkbox: "Use menu items flagged as Support Home"
     
     
     
      
2. Application Configuration
   • Create or edit Applications (Menu Items) for the company either at the company level or through the Content
   • Enable the checkbox: "Show on the Service Home page if menus are enabled"
     
     
      

Important Notes:

• The Applications tab must be enabled in the Feature Set for this to work, as the custom applications are sourced from this tab
• Only applications with the "Show on Service Home..." checkbox will appear
• These settings only affect Support Home and Search Home layouts — other home page types ignore these flags

Example Use Case

A customized Support Home might include your standard support options plus:

• Direct Form Link - Quick access to service request forms
• Store - Hardware/software purchasing portal
• Microsoft 365 Training - Client-specific training resources
• And more!

See the image below for how this may reflect on a customized home page:

Combining Default and Custom Items

Want to keep the standard Support Home tiles while adding your own? You can manually recreate the default items as Applications, then add your custom options alongside them.

Steps to Recreate Default Items

1. Create a Content Package with the standard Support Home items under the Menus section
2. Enable the checkbox "Show on the Service Home page if menus are enabled" for each item
3. Publish the package to companies using the Support Home or Search Home feature set

Resources

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  • Download ready-to-import content: 
    • Click here for a ZIP file containing all default Support Home icons and settings
    • Click here for a ZIP file containing all new icons with the updated styling
  • Need help with content import? Read our content package import guide