Ricky Cecchini
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Articles
Recent activity by Ricky Cecchini-
Adding/Removing Companies within Your Portal
When you first log into your CloudRadial tenant, your own company will appear as the only client in the portal. You can view your full client list by navigating to Partner > Clients. To add a new c...
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Enabling CloudRadial Chat in CloudRadial UCP as a Client Channel
For Partners already running CloudRadial UCP, Chat drops right into the portal your clients already use. End users see a chat bubble in the corner of the UCP interface - they click it, and they're ...
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How to Use the To-Do Lists in ServiceAI
To-Do lists have been replaced by the Issues tab. Task tracking now lives in ServiceAI's unified Issues queue. To-dos are created as Task-type issues — for example, by using the Send To action on a...
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About Client-Level Branding
OverviewCloudRadial is designed to be a whitelabeled portal experience. Most Partners set their own global portal branding and leave it at that, but there are cases where you may want to brand an i...
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Understanding the Servers tab in CloudRadial
The servers tab can be found under the Infrastructure area of the feature set (Infrastructure > Servers). How does CloudRadial obtain server information? This tab is always present, but it only pop...
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Understanding and Changing Feature Sets
Feature Sets allow you to customize the left-side options presented to selected clients. For example, with Feature Sets you can create a support-focused portal where only the Support tab options a...
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Understanding the 365 Connection Statuses in Partner > Clients
Within the Partner > Clients area of CloudRadial, partners will be able to see the Office 365 connection status for each company at a glance. At a base level, the connection to Office 365 is tied t...
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Understanding and Managing Company Groups
Company Groups allow you to tag companies with a custom label that can then be used to simplify content publishing. It's a key component to making sure that your content distribution is accurate, ...
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Understanding the Identity (formerly Data Breaches) tab within CloudRadial
The Identity (formerly Data Breaches) tab can be found under the Security area of the feature set (Security > Identity). This section consists of subtabs - Breaches and Training. Breaches list ema...
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Understanding Security Roles
Please Note: Ticket View Settings have moved and are no longer defined in the same area as Security Roles. Please read the documentation listed here to learn how to modify Ticket View Settings for ...