jeff

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Activity overview

Latest activity by jeff
  • jeff created an article,

    Working with Ad Blockers

    Many of the reports and windows inside of CloudRadial use popups to display the content. Certain ad blockers such as AdBlock Plus can interfere with these pop-ups. If report windows don't open or y...

  • jeff created an article,

    CloudRadial Update 01-Aug-2019

    Microsoft Partner Setup It hasn't been long since our last update, but we've completely revamped our data collection from Office 365 to be in line with Microsoft's new Partner security requirements...

  • jeff created an article,

    Setting up Microsoft Partner Access

    Starting with the July 30, 2019 release, CloudRadial now relies exclusively on a partner application for performing Office 365 data gathering. To create this application and enable access to it fro...

  • jeff created an article,

    Installing PowerShell on Mac

    Microsoft now supports PowerShell on the Mac and with just a few commands, you can have a PowerShell IDE running on Mac's running macOS 10.12 or higher. To install PowerShell on a Mac: Open a Mac ...

  • jeff created an article,

    CloudRadial Update 24-Jul-2019

    CloudRadial continues to innovate as the leading (and only) Account Management Automation Platform. It delivers the ultimate client portal for engaging and managing MSP and CSP clients. This update...

  • jeff created an article,

    Integrating Google Log In

    For environments where both Office 365 and Google accounts are supported, Logging in with a Google account can be enabled under Partner > Settings. Choose the Integrations option along the right s...

  • jeff created an article,

    Using Menu Tokens

    Menu item links can contain either predefined, company-level defined or partner-level defined tokens. Tokens will be evaluated in that order. Predefined menu tokens are: @UserOneDrivePath - The on...

  • jeff created an article,

    Scoring Clients

    The Account Planner provides a way to score or rank clients based on the products (or planner items) installed. To setup a scoring system for your clients: Edit the planner items in your content a...

  • jeff created an article,

    Checking Agent Versions

    CloudRadial's data agent will try to update itself as new versions are released. However, updates may not always work as expected. To see the current state of agent deployments, you can view the En...

  • jeff created an article,

    Implementing ConnectWise Streamline IT

    ConnectWise offers an option to setup specific boards for clients and, optionally, provide client access to those boards through the ConnectWise program. CloudRadial supports both options. To point...