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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
- Understanding the Office 365 Updates Tab
- Understanding the Company Directory
- Understanding the Software tab in CloudRadial
- Understanding the Servers tab in CloudRadial
- Understanding the Endpoints tab in CloudRadial
- Understanding the Domains tab within CloudRadial
Service Portal
- Creating Efficient Onboarding and Offboarding Forms
- Understanding Checklists within Tickets
- Understanding Confirmation Messages in Tickets
- Ticketing Form Best Practices
- Understanding Service Requests
- Understanding Problem Reports
Account Management Portal
- 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
- Running and Using Assessment Reports
- How to Work with Custom iframes within Dashboards
Collaboration Portal
- 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
- A Walkthrough of Bigger Brains Courses (plus FAQs)
Integrations
- Enabling the Augmentt Integration
- 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