Setting Up CloudRadial UCP
This section describes how to set up the Unified Client Portal.
- Integrating Projects Into CloudRadial UCP with HaloPSA
- Syncing Contact Details from Microsoft 365 Users to HaloPSA
- How to Set Up User Types for Type Mappings in HaloPSA
- About the Search Home Page
- CloudRadial CSA - Syncro Ticket Attachments.
- Setting Up the ConnectWise API Integration with CloudRadial UCP (Formerly 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 UCP
- Setting Up the HaloPSA Integration with CloudRadial UCP
- 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