Ricky Cecchini

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Activity overview

Latest activity by Ricky Cecchini
  • Ricky Cecchini created an article,

    Capitalizing on Self-Help in the Portal

    Our partners often ask how they can best capitalize on the self-help capabilities of their portal. After all, with repeated usage, the MSP partners will amass a large number of helpful resources th...

  • Ricky Cecchini created an article,

    How to Best Leverage 3rd-Party Dashboard Information

    One of the main goals of CloudRadial is to streamline client-facing data to make it less "noisy" for them. That means taking only the most important pieces of data and weaving them into a story tha...

  • Ricky Cecchini created an article,

    Setting up the SupportPIN Field in Syncro 

    Support PINs help you identify users when they call in for support or request support from an unfamiliar email address.  When your end-users log in to your CloudRadial portal, they will be prompted...

  • Ricky Cecchini created an article,

    Excluding Licenses from Sync in CloudRadial

    Once Office 365 is connected to a company within CloudRadial, CloudRadial will pull the licenses assigned to the tenant and display them under Infrastructure > Licenses. Excluding these licenses ca...

  • Ricky Cecchini created an article,

    Configuring Global Search (Fastpath)

    In the pursuit of setting up a great client portal, it's natural to amass large amounts of content in various areas (such as the KB articles, tickets, Quick Starts, etc.). The search function at th...

  • Ricky Cecchini created an article,

    Running and Using Assessment Reports

    Assessments are most valuable when presented as reports to the client, as they provide an actionable plan to address issues and opportunities found within the assessment's questions. How to Run an ...

  • Ricky Cecchini created an article,

    How to Work with Custom iframes within Dashboards

    Dashboarding is a powerful tool to display information to your clients - and sometimes, you may need to reach into other tools to bring in valuable information. For that, you must turn to the HTML ...

  • Ricky Cecchini created an article,

    Integrating JivoChat with CloudRadial.

    JivoChat https://www.jivochat.com/ provides a powerful and extensible platform for chat. You can integrate JivoChat with CloudRadial including setting the user's name and email from their CloudRadi...

  • Ricky Cecchini created an article,

    Understanding Company Sync Settings

    When adding a company into your CloudRadial tenant, you will be provided with a variety of sync settings based on available connections via the identifiers.  Below, we'll break down what each sync ...

  • Ricky Cecchini created an article,

    Using Banners

    Banners allow partners to create announcements that are visible to users of the portal. They are visible on both the cloud application as well as the desktop application. Banners can only be manag...