Setting Up CloudRadial CSA
This section describes how to set up the Unified Client Portal.
- Setting Up the ConnectWise API Integration with CloudRadial CSA
- Adding Partner Administrators
- Creating Problem Report Packages
- Creating Efficient Onboarding and Offboarding Forms
- Add the CloudRadial CSAT to Halo PSA
- Capitalizing on Self-Help in the Portal
- About Client-Level Branding
- Becoming a Microsoft Cloud Solution Provider (CSP)
- Whitelisting Email IP Address
- Whitelisting IP Addresses for Your PSA
- Setting Up the Kaseya BMS API Integration with CloudRadial
- Setting Up the Autotask Integration with CloudRadial CSA
- Setting Up the HaloPSA Integration with CloudRadial CSA
- Setting Up the Syncro/Repairshopr API Integration with CloudRadial
- Integrating Zendesk Ticketing to CloudRadial
- GDAP: Connecting Tenants to Microsoft 365 Now Requires Consent
- Custom Microsoft 365 Graph User Filter for Sync
- Understanding User Sync Source(s) for User Reconciliation
- Syncing Users Between Office 365 and Your PSA
- Understanding the "User Priority" Function
- Excluding Licenses from Sync in CloudRadial
- Integrating Google Workspace Clients
- Installing the Mac Agent
- About CloudRadial CSAT
- Add the CloudRadial CSAT to ConnectWise
- Add the CloudRadial CSAT to Kaseya BMS
- Add the CloudRadial CSAT to Autotask
- Add the CloudRadial CSAT to Syncro
- Adding Feedback Templates to Outbound Emails
- Adding the Chris Wiser Risk Assessment to Your Tenant