Jeff Farris
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Articles
Recent activity by Jeff Farris-
Managing team members and roles
The Team page in CloudRadial AutomationAI is where you manage who can sign in to your workspace and what they can do. This article covers adding and removing members, the three roles, who can manag...
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Connecting ServiceAI with an Integration Key
CloudRadial AutomationAI connects to ServiceAI through an Integration Key, a static key that lets ServiceAI import the published webhooks from your workspace. This article covers what the key is, h...
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Personalizing AutomationAI: dark mode and preferences
This article covers how to switch CloudRadial AutomationAI between light and dark mode. It applies to all roles. Turning On Dark Mode Appearance is set on your preferences page. Go to Personal ...
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The AutomationAI dashboard at a glance
This article tours the main navigation in CloudRadial AutomationAI so you know where each area is and what it's for. It applies to all roles. The Home Dashboard The Sidebar The Learn Guide ...
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Understanding workspaces, roles, and permissions
This article explains what a workspace is in CloudRadial AutomationAI, the three roles a team member can hold, and how roles control what each person can do. It applies to all roles. What a Wor...
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Signing in and setting up multi-factor authentication (MFA)
This article covers how to sign in to CloudRadial AutomationAI for the first time and how to turn on multi-factor authentication (MFA) so a second factor protects your account. It is written so you...
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Creating a Microsoft 365 app registration for the Microsoft 365 extension
The CloudRadial AutomationAI Microsoft 365 extension connects to Microsoft 365 and Microsoft Entra ID through Microsoft Graph using an app-only (client-credentials) token, so it runs unattended wit...
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Sending feedback on an extension
CloudRadial AutomationAI lets you send feedback about extensions from the Extensions page — request one that does not exist yet, suggest changes to an existing one, report a problem with a generate...
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Local skills and custom modules
This article is a draft awaiting review. The CloudRadial AutomationAI Extensions page does not currently expose a separate "Local skills" surface for managing custom PowerShell modules, so the cont...
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Building a custom extension
The Custom tab on the CloudRadial AutomationAI Extensions page lets you build an extension that is private to your own workspace. You can describe a service and let AI research and build it, or aut...