David Falkenberg
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Articles
Recent activity by David Falkenberg-
Where a User's Roles Came From
When a user can see something they shouldn't - or can't see something they should - the question is always the same: where did that role come from? A role can arrive in one of three ways in CloudR...
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Automatically Revoking Roles When a PSA Type Changes
By default, CloudRadial UCP never takes a role away because of something that changed in your PSA. If a contact's type changes, the roles that type gave them stay. There is a setting that changes ...
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Controlling Ticket Visibility From a Type Mapping
A user's role normally decides how many tickets they can see - their own, their site's, or the whole company's. A type mapping can override that, and can also restrict which boards and which ticke...
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Migrating to CloudRadial ChatAI
Migrating to CloudRadial ChatAIWork through the steps in order. The Teams consent and the app update in Step 4 must both be complete before we can finish the switch — doing one without the other le...
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CloudRadial ChatAI Overview
Welcome to CloudRadial ChatAI! This article is the front door to the rest of the Overview section: what ChatAI is, how a conversation travels from a client's first message to a ticket in your PSA, ...
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Moving from a Legacy Theme to CloudRadial Fluent
If your portal is on one of the older themes — Default, Dark, White, Steel or either Teams theme — moving to CloudRadial Fluent is a single setting. The change itself takes a minute. What it chang...
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Logos and Images Across the Portal
OverviewThe CloudRadial Unified Client Portal (UCP) has several image slots, and each one appears on a different background. A logo that looks right in one slot can be invisible in another — not be...
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About the CloudRadial Fluent Theme
CloudRadial Fluent is the current look of the CloudRadial Unified Client Portal (UCP). It is the theme new portals start on, and it is the one that light and dark mode, per-user appearance choice a...
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CloudRadial ChatAI Client User Experience
This is CloudRadial ChatAI from the end user's side — what the person at your client's business sees and does when they need help. Setup for each channel lives in its own article, linked at the end...
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CloudRadial ChatAI The Technician Experience
This is CloudRadial ChatAI from the technician's side — what your team sees and does from the moment a Live Chat arrives to the moment the ticket is updated and the chat ends. Technicians do not le...