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

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

1. Removing a Company

 The Details Tab

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 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.

• Learn more about PSA connections here: https://radials.io/PSAsetup 

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 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.

• Learn more about Office 365 connections here: https://radials.io/partnersetup

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.

• Learn more about Feature Sets here: https://www.youtube.com/watch?v=zrFNP5QX4Qw

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.
  
  
  • Learn more about branding your portal: https://radials.io/Branding 

6. Additional Preferences - (Optional)

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

• The Enable email message delivery to company users? checkbox decides whether users within the company you're setting up can receive daily digest emails. These emails are not sent daily or automatically - rather, they're an additional function to the built-in system's messaging feature. 
  
  
  • Learn more about the daily digest feature here: https://support.cloudradial.com/hc/en-us/articles/360038426252-The-Daily-Digest
    
    
• The Enable real time message delivery to all company users? checkbox decides whether users within the company you're setting up can receive broadcast/push notification messages. 
  
  
  • Learn more about broadcast messages feature here: https://support.cloudradial.com/hc/en-us/articles/360038807071-Using-Broadcasts
    
    
• The Enable Bigger Brains courses? checkbox decides whether users within the company you're setting up can receive additional learning course content provided by the third-party organization, Bigger Brains. By default, this content is not unlocked as it requires an additional subscription to activate - contact sales@cloudradial.com to purchase Bigger Brains licenses. Turning the checkbox on will not incur additional costs - without purchasing licenses, it will have no effect.
  
  
  • Learn more about Bigger Brains here:  https://support.cloudradial.com/hc/en-us/articles/360040967932-Integrating-the-Bigger-Brains-Course-Catalog
    
    
• The Show MFA status is user lists? checkbox decides whether users within the company you're setting up will display MFA on/off. This depends on if you wish to track MFA status for these companies.
  
  
  • Learn more about MFA status tracking here: https://support.cloudradial.com/hc/en-us/articles/360037823912-Reporting-MFA-Information

The Groups Tab

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

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.

• Learn more about compliance policies here: https://www.youtube.com/watch?v=X_ijI0ncaBo

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

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. 

• Learn more about setting up Azure AD login here: https://radials.io/ADSID

1. 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. 

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