Jeff Farris
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Articles
Recent activity by Jeff Farris-
Copying, Exporting, and Importing Content
To master CloudRadial, it's vital to learn how to move and manipulate content across the partner level (aka, the MSP-only view) and the company level (aka, the individual company view). Below, we'...
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Using CloudRadial Icons
Because the CloudRadial icon is used in many places to create the web application's program manifest, our terms of service allow the usage of the CloudRadial icon to market and promote CloudRadial ...
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Using the Media Library
The Partner Media Library (accessible from the Partner > Account tab) provides storage for images used in portal branding such as those used for email and the login page. About the Media Library S...
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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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Running Local Programs From Menu Items
CloudRadial menu items are typically used to link to web-based applications that start with "https://". For general details on how they work, please reference this article. The Use Case for Execu...
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Benchmarking CPU Performance
CloudRadial CPU benchmarks can be found here, Passmark benchmark score. For example, an Intel 7th Generation i7-6500u processor would have a performance index of: 4429. You can set "Slow Performanc...
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Using Office 365 Colors
This article covers the colors used in various areas of the application. The intent is to help the partner with the color codes so they can set calendar and application colors to match their Micros...
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Predefined Routing Tokens
There are three reserved token names which you can use without specifying them under the PSA routing options. These predefined token values are: @PartnerName - Your name as defined in your Account...
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Syncing on User Principal Name (UPN)
In Office 365 Active Directory, the User Principal Name (UPN) is the main ID for the user. The UPN doesn't need to match their email address, though it typically is their email address. Active Dire...
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Impersonating Users
There is only one portal for all clients. Users see a version of your portal based on the company they belong to and their role within the company. To see a client's portal as a user in that compan...