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  1. CloudRadial
  2. Using CloudRadial

Using CloudRadial

Information about specific CloudRadial features.

Syncing Users & Data

  • Handling Autotask Child Companies
  • Syncing Users
  • Diagnosing Company Sync Issues
  • Excluding Users from Synchronization
  • Mapping PSA Types to CloudRadial Groups

Managing Clients

  • Understanding the 365 Connection Statuses in Partner > Clients
  • Updating Assessments from Excel
  • Importing Assessments
  • Daily Policy Report Email
  • Using the Client Scoring Feature
  • Customizing Report Templates
See all 15 articles

Managing Users

  • Setting Up Support PINs for Kaseya BMS in CloudRadial
  • Setting Up Support PINs for Autotask in CloudRadial
  • Delegating Additional Global Admins in CloudRadial
  • Limited Admin Access
  • Using Marketing Lists + Mailchimp Integration
  • Editing Email Permissions
See all 11 articles

Managing Content

  • Running and Using Assessment Reports
  • How to Work with Custom iframes within Dashboards
  • Using Banners
  • Using the Calendar Feature
  • Understanding and Using Assessments
  • Setting Up User Approvals in CloudRadial
See all 43 articles

Managing Endpoints

  • Data Agent Change Log
  • Removing Old Antivirus Listings from Security Center
  • Removing Endpoints and Servers
  • Getting to Know The CloudRadial Agent
  • Understanding Endpoint Icon Colors
  • Checking Agent Versions
See all 9 articles

Integrations

  • Configuring Ticket Update Broadcasts for Autotask from Zapier
  • Integrating with Domotz
  • Integrating with Zoho Desk
  • Integrating JivoChat with CloudRadial.
  • Integrating with TimeZest
  • Integrating Drift Chat with CloudRadial
See all 40 articles
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