Using CloudRadial
Information about specific CloudRadial features.
Syncing Users & Data
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
Managing Users
- Allowing Users to Request Accounts
- 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
Managing Content
- Capitalizing on Self-Help in the Portal
- How to Best Leverage 3rd-Party Dashboard Information
- Configuring Global Search (Fastpath)
- Running and Using Assessment Reports
- How to Work with Custom iframes within Dashboards
- Using Banners
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
Integrations
- Configuring Ticket Update Broadcasts for Autotask from Zapier
- Integrating Chatgenie with CloudRadial
- Integrating Social Intents Chat with CloudRadial
- Add the CloudRadial CSAT to Syncro
- Add the CloudRadial CSAT to Autotask
- Integrating with Microsoft Teams