Jeff
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Recent activity by Jeff-
A Quick Overview of Content
Welcome to one of the most important lessons in CloudRadial usage, Content. In this video, you'll learn how to create, edit, target, and deploy content. Content includes articles, tickets (forms)...
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Integrating with SkyKick
With the SkyKick integration, you'll be able to either provide reporting to clients on the status of their SkyKick service or promote the service to those clients without it. There are two main s...
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Using the Desktop Tray Application
The CloudRadial desktop tray application puts the power of CloudRadial on your client's Windows workstation. The tray application frames the client portal website and offers these additional advan...
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Setting Different Home Pages
Feature Sets allow you to define the home page a client sees when they first log in to the portal. Understanding the Standard Home Pages Customizing Support Home with Your Own Options Recreating...
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Importing Assessments
Importing assessment into CloudRadial can help speed up and scale their deployment to multiple clients within the system. While assessments can be built and managed completely from within CloudRadi...
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Excluding Users from Synchronization
One of CloudRadial's best features is its ability to automatically sync users between CloudRadial, Office 365 and your PSA. But PSAs and Office often have users you don't want in the CloudRadial po...
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Setting up the Microsoft 365 integration
Connecting your Microsoft 365 account to your CloudRadial tenant allows you to pull in users and set up various data flows that give users more visibility into their 365 account. Since the July 30,...
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Integrating Datto BCDR (Formerly Datto Backup)
CloudRadial can obtain information from your Datto BCDR and display it in the portal. This shows your clients that you are performing regular backups of their data. The information shown to clients...
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Defining Policy Parameters
In CloudRadial, most of the policies utilize a custom parameter to outline the criteria for triggering exceptions. This guide covers the policies that are available and explains how they work and h...
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Right of Recission Period
When you sign up for CloudRadial, your tenant is created and you are considered a Partner (client) from day one. That's when your Right of Recission (RoR) period begins. There is no "trial" period ...