Jeff Farris
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Articles
Recent activity by Jeff Farris-
Using Tokens in Articles and Messages
You can use a company or partner level token in articles when the token is surrounded by brackets. The brackets let you use the @ symbol without automatically invoking token substitution. You can a...
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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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Installing the Desktop Tray Application
The Desktop Tray Application is an effective method to deploy CloudRadial via a program that users can access straight from their desktop. For more general information on the desktop application, s...
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Understanding Infrastructure Icons and Colors
Endpoints and servers provide different iconography and color-coded statuses to indicate their current state. Icon Types Icon Colors Troubleshooting Issues Icon Types The following icons corresp...
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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...
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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...