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Knowledge Base
Read articles on how to set up and use CloudRadial.
Getting Started with CloudRadial
- About Client-Level Branding
- Installing the Mac Agent
- Adding Partner Administrators
- Joining and Using the CloudRadial Academy
- Branding Your CloudRadial Tenant
- Connecting Your PSA to CloudRadial
Using CloudRadial
- How to Set Up User Types for Type Mappings in Syncro
- Understanding Tokens
- Understanding Ticket Subject Logic
- Understanding Automations
- Failed Ticket Advisories
- Google and Microsoft Knowledge Base Support Article Add-Ons
Service Portal
- About Client-Side Ticket Routing Functions
- Conditional Board Routing in ConnectWise
- Creating Efficient Onboarding and Offboarding Forms
- Understanding Checklists within Tickets
- Understanding Confirmation Messages in Tickets
- Ticketing Form Best Practices
Account Management Portal
- All About Microsoft Reporting
- Understanding Templates
- Reviewing QBR Data with the Sales Matrix
- How to Configure Planner Cards in CloudRadial
- Understanding the Infrastructure tab in CloudRadial
- Understanding User Sync Source(s) for User Reconciliation
Collaboration Portal
- Bigger Brains Course List
- Using the Messages Function in CloudRadial
- Mastering Training within CloudRadial
- Show Courses on Recommended Page for the University Tab
- Pinning the Portal Application in Teams
- Using the Calendar Feature
Integrations
- Integrating Datto RMM
- Integrating with ScoutDNS
- Integrating with ZenContract
- GDAP: Connecting Tenants to Microsoft 365 Now Requires Consent
- Integrating CrushBank
- Integrating with CloudOlive