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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
- Stock CloudRadial Portal Content
- CloudRadial Deployment/Launch Resources Shortlist
- Producing Your Own Portal Walkthrough Videos
- Establishing Adoption Champions at Client Businesses
- Adding the Chris Wiser Risk Assessment to Your Tenant
- How to Set Up User Types for Type Mappings in Kaseya BMS
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 with ZenContract
- GDAP: Connecting Tenants to Microsoft 365 Now Requires Consent
- Integrating CrushBank (Limited Release in Beta)
- Integrating with CloudOlive
- Integrating Your Crewhu CSAT Into CloudRadial
- Setting up the Gradient Integration