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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
Upgrade
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 Tenant
- Requesting a Custom Domain
Deeper Learning
- Syncing IT Glue Flexible Assets to CloudRadial with PowerShell
- CSAT JSON Webhook Payload Schema
- Update Warranty Information Using the CloudRadial API
- "Duplicate Contact" Error When Syncing Support PINs to ConnectWise
- Company Level PSA Overrides
- Triggering Webhooks to Microsoft Teams from Feedback and Forms
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
- Integrating Projects Into CloudRadial UCP with HaloPSA
- Syncing Contact Details from Microsoft 365 Users to HaloPSA
- How to Set Up User Types for Type Mappings in HaloPSA
- About the Search Home Page
- CloudRadial CSA - Syncro Ticket Attachments.
- Setting Up the ConnectWise API Integration with CloudRadial UCP (Formerly CSA)
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
- 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
- Integrating Projects in CloudRadial CSA with Autotask
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