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Adding/Removing Companies to Your Portal

Ricky Cecchini
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When you first start with a CloudRadial tenant, you will be listed as the only client in the portal. You can see your client list by navigating to Partner > Clients within your feature set.

Adding additional clients can be accomplished from that same area. To begin the process of adding a client, navigate to Partner > Clients and click on "Add" at the top right. 

Know that all of these fields are editable later on, in case changes must be made at a later date. Treat the following options as a checklist to ensure that you never miss any important piece of information.

Important! The most important tabs are the first two, Details and Groups. Of all mentioned below, be sure to comb through these two in detail to ensure nothing gets missed during the initial company setup. 

The four tabs related to adding and setting up clients in the portal are as follows:

    1. The Details Tab
    2. The Groups Tab
    3. The Customizations Tab
    4. The Integrations Tab
    5. The Branding Tab

To remove a client from the portal, there are only a few steps:

  1. Removing a Company

 The Details Tab

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1. PSA Company Identifier - (Optional, but recommended)

This field displays only when a supported PSA (such as ConnectWise or Autotask) has been connected to CloudRadial. For supported PSAs, use the Lookup field on the right to tie in the PSA identifier to the locally created company within CloudRadial. This is what tells CloudRadial what users to sync over, as well as giving them the ability to log and see tickets.

Note: Those using ConnectWise as their PSA have an option to perform a mass import from the PSA to CloudRadial via a small text button at the top of the client add panel. Exercise caution when using this and read each field carefully to ensure you map companies over correctly.

2. Office 365 Tenant Identifier - (Optional, but recommended)

This is similar to the PSA field above. If you've tied your Microsoft Partner information to your CloudRadial tenant, and if you manage your client's through a delegated administrator agreement, you can use the Lookup field to tie the O365 ID to the locally created company in CloudRadial. This syncs users from O365 and also pulls in 365 data like licenses and usage statistics.

If you aren't a Microsoft Partner or if the company isn't under your delegated control, you can still tie in 365 data manually - this is covered in the article linked below.

3. Name

The local name of the company within CloudRadial. If you set up either PSA or Office 365 connections, this area will auto-populate. This name may be visible to your clients depending on your branding options. This area doesn't sync anywhere else, so you can re-name clients here to fit display preferences without fear of causing errors with sync.

4. Feature Set

This is what controls what options the company has available to them on the left-hand menus. The "Default" feature set will allow the company to see all available options that CloudRadial has (unless you modify the Default). Custom options will display here if you've created them.

5. Portal Logo URL - (Optional)

You can add the company's logo to the built-in Media Library (accessible via the superscript option above the Lookup field). Once you've added the logo to the Media Library and tied it to the company, the company's logo will appear at the top-left of their portal. 

  • If you've also created global partner-level branding, your logo will show at the top left, next to their logo. 
  • If no logo is selected, the company's portal will display their name at the top-left, as defined in step four.

6. Additional Preferences - (Optional)

These options control settings within the context of a few different features. 

 

The Groups Tab

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The Groups tab is where you can assign as many groups as necessary to the company you're setting up. Company groups are important to ensuring that content you create is provisioned correctly to the company, via the content area.

You can learn more about company groups here: https://youtu.be/DIq1Vzc2n_o 

 

The Customizations Tab

2020-09-28_11-35-16.png

1. The Policy Report Email - (Optional)

Once the compliance policies have been setup, you may want daily reporting on the status of these policies. This field allows you to send out daily reports to a specific email for that company.

2. Search Websites Override - (Optional)

CloudRadial's search bar (found at the top of any page in-app) crawls through both internal resources and those specified by yourself at the Partner (aka, global) level to attempt to resolve queries as efficiently as possible.

This option allows you to change the specific websites crawled for one client - useful if you typically want all client to crawl search results for support.microsoft.com, but need support.google.com for one G Suite client. 

3. User Profile Info - (Optional)

CloudRadial displays basic information in a panel when a user clicks on their name at the top-right when in the application. This allows you to override the Partner-level (aka, global) settings to show something different, specific to users within that individual client.

 

The Integrations Tab

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1. Desktop Application - (Optional)

CloudRadial can operate both via the cloud-based application and via a desktop application. One of the benefits of operating from a desktop application is the ability to log in automatically via Azure AD - but to do this, you need to specify the SID in this field to let CloudRadial know where to allow auto-login from. 

2. 3rd Party Add-ons - (Optional)

CloudRadial hosts a wealth of integrations. As such, you must remember to consult with this section to finish the integration(s) so that the company you're setting up sees their data.

Much like the PSA or Office 365 connections, you must ensure that the company-specific identifier for the 3rd party app is placed against the company via the Lookup field. 

The Branding Tab

FirstBranding.png

 

At the time of writing, the branding tab is in preview.

It is used to command a more detailed view of company-specific branding. It mirrors the same settings as the branding for the partner, with the added function of custom domain control. Read more below for the full details. It is not necessary to apply custom branding for each client - if none is selected, the company will follow the global branding rules set by the partner.

Note that for the branding to take hold, you must check off the box to Apply custom branding for this company?

1. Portal - (Optional)

Just like global-level branding, a partner can select a theme override for a specific partner company that changes things like their sidebar color and top title bar color.

2. Locale Options - (Optional)

Each customer can be further customized with date options for different time zones, currencies, and even paper sizes for reports. This is to accommodate partners with clients in different parts of the world that adhere to different standards.

Branding2.png

3. Email Settings - (Optional)

Partners can choose to override email settings for specific companies. Ultimately, these change the details within communications that reach them (such as email approval emails, daily digests, etc). Most commonly, this is used for co-managed environments where the default support is NOT the MSP - rather, it's the in-house or alternative team handling the IT support.

4. Custom Domain - (Optional)

This section allows the partner to select a custom domain specifically for the company that differs from the original .cloudraidal domain, as well as different from their custom domain (if set up).

This domain functions on a principal of customname.us(or site).directportal.com. If available, a green sign will appear to the right of the domain showing that it's free. If taken, a red sign will appear.

branding3.png

5. Log In (requires custom domain) - (Optional)

If a custom domain is entered, there will be an additional section to customize the log in page for the customer. The partner can choose a custom name, logo, and wallpaper for the customer to fully customize their portal experience.

Removing a Company

Removing a company is simpler than adding them into the portal. Follow these steps to get the company removed:

  1. Navigate to Partner > Clients within your tenant
  2. Click on 3 blue dots by the company name and select "Edit"

                                   mceclip2.png

  3. Select the red trashcan icon to delete the company.

    mceclip3.png

  4. The company will be deleted from your system once you accept the deletion confirmation.

Important! A few things to note:

  • If the company had any agents deployed out to them, CloudRadial will send a kill code to get the agent to uninstall itself. 
  • If the company has any content created locally on their tenant, that content will be permanently deleted. Be sure to download or shift off any data, if necessary, from their tenant before deletion. 
  • If the company's content came from Partner > Content, the content will be unaffected.

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