In situations where you are dealing with clients with hundreds or even thousands of users where only a few of them will be using the portal, it is often desirable to add users to the portal on an as-needed basis. In this situation, you can set up the following approach:
- Use your PSA contacts to keep the authorized list of users you want to provide service for.
- Sync to/from CloudRadial for your PSA only. Use TypeMapping, if needed, to make sure only the right contacts have access.
- Don't sync users from Office 365. If the client has Office 365, you can sync basic information but uncheck the "Sync users?" option.
- Go to Partner Settings -> Account & Branding. Under the Branding tab along with the log in page settings is the option "Allow users to request a portal account?". Check this setting and edit the options for board/queue, status, and email to generate a ticket or email when a user requests an account. This will provide an option on the log in page to request an account which will show a form requesting user information that is added to the request you'll receive.