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CloudRadial Unified Client Portal
This section provides information regarding the setup, use, troubleshooting, and commonly asked questions for the CloudRadial Unified Client Portal (formerly CloudRadial CSA and Portal 365).
Overview
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Getting Started
- Assigning Admin and General User Permissions within CloudRadial
- Connecting Your PSA to CloudRadial UCP
- Setting up the Microsoft 365 integration
- Installing and Uninstalling the Data Agent
- Branding Your CloudRadial Portal
- Requesting a Custom Domain
Deeper Learning
- Using AI Agent Plugins for CloudRadial
- Onboarding Forms Resource Guide: Build, Scale, and Manage
- Populating Form Dropdowns with Microsoft 365 Licenses and Groups
- CloudRadial UCP Planner Funnel
- Syncing IT Glue Flexible Assets to CloudRadial with PowerShell
- CSAT JSON Webhook Payload Schema
Adoption and Launch
Using CloudRadial UCP
- What Does CloudRadial Check for Windows 11 Readiness?
- Microsoft 365 Group Mapping in CloudRadial UCP
- Understanding the User Groups to Roles Migration
- Understanding UCP's New Support Tickets View
- Understanding Buttonless Forms in Your Ticket Catalog
- Displaying IT Glue Flexible Assets in CloudRadial UCP
Setting Up CloudRadial UCP
- Moving from a Legacy Theme to CloudRadial Fluent
- Logos and Images Across the Portal
- About the CloudRadial Fluent Theme
- Setting Up Support PINs for HaloPSA in CloudRadial
- Setting Themes for Branding in CloudRadial UCP
- Integrating Projects Into CloudRadial UCP with HaloPSA
Troubleshooting CloudRadial UCP
- Troubleshooting BitLocker Encryption Not Detected in CloudRadial
- Troubleshooting Login Loop When Accessing the CloudRadial Portal
- Troubleshooting: ConnectWise Status Workflows
- CSA - Troubleshooting Kaseya BMS Integration: Ticket Notes
- How to Clear Cache on the Desktop Application
- Connectwise Troubleshooting : Technician notes are not displayed in the portal
CloudRadial UCP Integrations
- Integrating with FlexPoint
- CloudRadial UCP API: Catalog Question Type Reference (CatalogQuestionType Enum Values)
- Making Your Azure Function Automations Multi-Tenant with CSP and GDAP
- Integrating Pia with CloudRadial
- Integrating with ClipTraining via SSO
- Integrating Projects in CloudRadial CSA with Kaseya BMS
CloudRadial CSA F.A.Q.
- About OIDC Authentication
- Sorting Problem Reports
- Syncing Datto RMM Endpoints
- Using UDF fields in Autotask
- Understanding and Working with Users - FAQ's
- Google and Microsoft Knowledge Base Support Article Add-Ons