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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
- Adding the Chris Wiser Risk Assessment to Your Tenant
- How to Set Up User Types for Type Mappings in Kaseya BMS
- How to Set Up User Types for Type Mappings in Autotask
- How to Set Up User Types for Type Mappings in ConnectWise
- Understanding Broken Content (And How To Fix It)
- Accommodating Languages Other Than English
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
- CloudRadial Agent and Application Logs
- Using GDAP Security
- Free Bigger Brains Custom Course Catalog
- Integrating with Mixpanel
- Setting up TopLeft Integration
- Integrating with ClipTraining