CloudRadial continues to innovate as the leading (and only) Account Management Automation Platform. It delivers the ultimate client portal for engaging and managing MSP and CSP clients. This update summarizes CloudRadial changes that were released over the past few weeks. There's a lot to cover in this release that we can summarize as:
- Improved Client Reporting - Printable client packages that let you create PDFs of portal content for clients.
- Improved QBRs - Policy scoring, sales matrix, meeting tracking and other refinements that provide a more comprehensive partner-level reporting of account management activities.
- Improved Access Right Options - Enumerated admin rights, site level (or child account) ticket viewing and content editors make it easier to handle the exceptions to CloudRadial's standard two-tier access.
- Other Popular Requests - Improved log in screen, support for Google log ins and a variety of other improvements requested by our partners.
But first, an MFA Update...
Microsoft's push towards MFA for all partners is sowing some confusion even within Microsoft about what will or won't be allowed. In regards to CloudRadial, we use PowerShell for setting up an application in the partner tenant and for some reporting that we can't obtain from Microsoft Graph. In the event that Microsoft strictly enforces MFA, we would have immediate workarounds for all but a few features. The majority of CloudRadial relies on Graph access which is not affected.
Today, MFA can be addressed on a CloudRadial user using conditional access. This involves using a single Azure P1 license to white list the CloudRadial IP addresses. More information and instructions on how to configure are available here: https://radials.io/azurep1. However, there is still some confusion as to whether this method will be supported. So...
We are working on alternative ways to maintain all of our features while also reducing the time it takes to setup Office 365. We'll keep you updated as we learn and appreciate your feedback and comments on this issue as it evolves.
Now to the good stuff...
Client Reports in Preview
While most clients can take advantage of the web-based information that CloudRadial consolidates, some clients, due to time or access, need a printed report. You can now define reports under the Report Layouts option under Partner Settings and have those reports available for any of your clients when you are viewing their company information. A sample client report can be downloaded from https://radials.io/samplereport
Policies form the foundation for automated client review and previously showed either a pass or fail status. But not all policies carry the same risk. So, you can now assign risk scores to a policy and define whether the score is based on a per occurrence or any occurrence basis. In addition, policies can be categorized using the Planner categories to align policies with planner items. Under the client's Compliance Policy tab, clients can now view risk scores based on asset type or by category.
Risk scores of 100 or over are shown in red, below 100 in orange and only 0 scores are shown in green.
QBR Sales Matrix
The key question across any client base is which clients are following your recommendations and which clients require focus. A sales matrix spreadsheet can now be downloaded from the Partner Planner tab that lists clients by the available products and gives the sales status of each. You also see the summarized client scores of all products installed. These client scores come from the meta information assigned to a planner item.
QBR Meeting Tracking
One of the issues we often heard in talking with partners was the lack of consistency on where meeting notes were stored. We had the ability the track notes by planner item and now CloudRadial can track notes and dates for meetings as well. A new Meeting tab under the client's Account Planner tab lets partners track and record scheduled meetings. These meeting dates are consolidated under a new Meetings tab under Partner Planner that shows previous and planned meeting dates for all clients.
Defined Access Administrators
This release adds the ability to create administrators with limited rights so that you can provide user access to specific administration tasks such as invoicing without making them full administrators on the account.
This release adds the ability to make users company editors so they can edit knowledge base articles without having any additional administrator capabilities.
Site Based Ticket Administrators
This release adds the ability to designate users as site administrators so they will have access to tickets submitted by anyone in their PSA's site structure (in case of ConnectWise) or child account / location structure (in case of Autotask).
Child Accounts (Autotask)
This release adds the ability to group multiple Autotask companies into one CloudRadial company so that Office 365 information can be consolidated for child companies that were created for location or site management reasons.
- Exclude invoices from showing based on invoice status. Option is available under PSA settings.
- Improved login screen reduces the confusion some users had on how to log in with Microsoft 365.
- Content Save as option in content area now lets you save content items to other similar packages.
- Login options now include Google account log ins. This option is enabled under Partner Settings > Integrations.
- Folder mappings collected from endpoints with the agent are now displayed under the Configuration tab for endpoints.
- Improved agreement display now presents more information to clients.
- @TicketId token is now available to show users a ticket number in the ticket confirmation page.
- Tokens can now be used with menu item URLs. More information on menu tokens is available here: https://radials.io/menutokens
- Better support for ConnectWise StreamLine IT clients. ConnectWise board overrides now work better with tokens so that tokens can be used at the company level to set board definitions.
- Removed video upload button from editor. Videos should be hosted from YouTube, Vimeo, Microsoft Stream on some other service dedicated to video streaming.
- Fixed bug with course enrollment date display when user first enrolls.
- Fixed issue where domains were not deleted when they were removed from Office 365.
- Fixed issue where impersonation was not using custom domains.
- Fixed bug where Company Calendar was not retrieving enough events to fill calendar towards the end of a month.
- Fixed issue where feedback did not work without posting a user ID.