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Knowledge Base
Read articles on how to set up and use CloudRadial.
Getting Started with CloudRadial
- Getting Started Article
- Subscribing to CloudRadial
- Adding Partner Administrators
- Joining and Using the CloudRadial Academy
- Branding Your CloudRadial Tenant
- Connecting Your PSA to CloudRadial
Using CloudRadial
- Integrating ITBoost Articles Into Your Portal
- Integrating Zendesk Guide Articles Into Your Portal
- Mapping Endpoint Locations
- 365 User Information Showing Up as Anonymous (Numeric Strings)
- Allowing Users to Request Accounts
- Configuring Global Search (Fastpath)
Service Portal
- Integrating with Calendly
- Integrating with Microsoft Bookings
- Understanding the "User Priority" Function
- Capitalizing on Self-Help in the Portal
- Setting up the SupportPIN Field in Syncro
- Using Banners
Account Management Portal
- Running and Using Assessment Reports
- How to Work with Custom iframes within Dashboards
- Understanding and Using Assessments
- Updating Assessments from Excel
- Importing Assessments
- Setting Up and Using Dashboards
Collaboration Portal
- Show Courses on Recommended Page for the University Tab
- Pinning the Portal Application in Teams
- Using the Calendar Feature
- A Walkthrough of Bigger Brains Courses (plus FAQs)
- Improving Client Engagement Through CloudRadial
- Improving Transparency of Work With CloudRadial
Integrations
- Integrating Zendesk Ticketing to CloudRadial
- Leveraging a Zapier Integration
- Integrating Wise-Pay into CloudRadial
- Embedding YouTube Videos into Your Portal
- Embedding Vimeo Videos into Your Portal
- Integrating Your SmileBack CSAT to CloudRadial