How can we help?
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 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
- Storage Limitations in CloudRadial
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
- 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
- Running and Using Assessment Reports
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 ClipTraining
- Setting Up the HaloPSA Integration with CloudRadial
- Integrating with Breach Secure Now!
- Integrating Zomentum into Your Portal
- Integrating Your Simplesat CSAT Into CloudRadial
- Tracking Office 365 Users in Kaseya BMS