Turning Off Pop-Up Messages in CloudRadial

There are two prominent pop-up messages that occur in CloudRadial. While they both serve important purposes, they potentially confuse users and may warrant being shut off.

Note that disabling these pop-ups will be global across all companies loaded into your CloudRadial tenant.

The two messages are:

1. The Microsoft Cloud Agreement
2. The Support PIN

1. Turning off the Microsoft Cloud Agreement pop-up

What does this do? - This message only appears to Admin-level contacts within a given company that is using delegated Microsoft credentials. In brief, this agreement protects partners, customers and Microsoft by providing the customer's use rights, terms, and conditions granted for Microsoft Cloud product and service orders.

CloudRadial can store the agreement's acceptance on the portal for you. The pop-up message is to prompt the admin to sign the agreement on behalf of their organization.

Where does the pop-up lead? - The pop-up message links to the company's specific Account > Settings area, where the agreement can be signed. Note that if you have this area disabled in the feature set, the pop-up will reload the page as the destination it's trying to reach cannot be found. 

How do I turn the pop-up off? - Follow the instructions listed below. 

1. Navigate to Partner > Settings
2. Select Account & Branding at the top, under Setup 
   
   
   
   
3. Select the Customizations tab 
4. Navigate to the bottom and uncheck the button to Prompt admins for acceptance of Microsoft's Cloud Agreements? 
5. Press Submit 

2. Turning off the Support PIN pop-up

What does this do? - This message appears to all users within the portal. With a connected PSA, users have the option of setting a support PIN that they can use for further verification when communicating with you. Common examples of this include calling and verifying the PIN number with tickets that come in for things such as Laptop Orders or other big-ticket items.

More details on setting up the support PIN can be found on articles specific to the PSA:

• For ConnectWise
• For Autotask
• For Kaseya BMS

Where does the pop-up lead? - The pop-up message links to the user's profile area at the top-right (where their name is listed). Users can set their PIN by clicking on their name, and then by entering and saving a PIN under the Support PIN field. 

How do I turn the pop-up off? - Follow the instructions listed below. 

1. Navigate to Partner > Settings
2. Select Account & Branding at the top, under Setup 
   
   
   
   
3. Select the Customizations tab 
4. Navigate to the bottom and uncheck the button to Prompt everyone to enter a Support PIN?
5. Press Submit