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  1. CloudRadial
  2. CloudRadial Unified Client Portal
  3. Setting Up CloudRadial UCP

Setting Up CloudRadial UCP

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This section describes how to set up the Unified Client Portal.

  • Using Broadcasts
  • Adding Content in CloudRadial After Initial Deployment
  • Setting Support PIN Options
  • Setting Up Support PINs for Kaseya BMS in CloudRadial
  • Setting Up Support PINs for Autotask in CloudRadial
  • Setting up the SupportPIN Field in Syncro 
  • 4 Post-Launch Best Practices for Your MSP
  • Setting Form Multi-Select, Radio and Dropdown Defaults
  • Integrating Chat
  • Implementing ConnectWise Streamline IT
  • Creating Dynamic Form Questions
  • Importing PSA Tickets
  • Integrating IT Glue Articles Into Your Portal
  • Working with User Groups
  • Setting Up Support PINs for ConnectWise in CloudRadial
  • Requesting a Custom Sending Domain
  • Setting the Client Portal Favicons
  • Setting Different Home Pages in CloudRadial UCP
  • Type Mapping: Mapping PSA Types to CloudRadial Roles
  • Installing the Desktop Tray Application
  • Understanding Company Sync Settings
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