Setting Up CloudRadial UCP
This section describes how to set up the Unified Client Portal.
- 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
- Stock CloudRadial Portal Content
- Understanding Ticket Routing Capabilities as a Whole
- Understanding Tokens
- Using Tokens and Advanced Question Templates
- Creating Custom Service Request Catalogs
- Understanding Checklists within Tickets
- PowerShell Script Generation
- Understanding Confirmation Messages in Tickets
- Creating a Course
- Embedding Video in Content
- Integrating Hudu Articles Into Your Portal
- Integrating ITBoost Articles Into Your Portal
- Integrating Zendesk Guide Articles Into Your Portal
- Status Workflows: Setting Up a Single-Level Approval Workflow
- Status Workflows: Setting Up Multi-Level Approval Workflows
- Integrating Projects in CloudRadial with ConnectWise
- Understanding Projects in CloudRadial UCP
- How to Set Up User Types for Type Mappings in ConnectWise
- How to Set Up User Types for Type Mappings in Kaseya BMS
- How to Set Up User Types for Type Mappings in Autotask
- How to Set Up User Types for Type Mappings in Syncro
- Multi-Language Support Through Localization
- Accommodating Languages Other Than English
- Integrating the Bigger Brains Course Catalog (Legacy Method)
- Using Banners