Using CloudRadial UCP
This section covers the usage of the Unified Client Portal.
- Embedding Vimeo Videos into Your Portal
- Ticketing Form Best Practices
- Leveraging a Zapier Integration
- Show Courses on Recommended Page for the University Tab
- Pinning the Portal Application in Teams
- Customizing Menu Items in Applications
- Mapping Endpoint Locations
- Creating and Using Quick Starts
- How to Best Leverage 3rd-Party Dashboard Information
- Allowing Users to Request Accounts
- Configuring Global Search (Fastpath)
- How to Work with Custom Iframes within Dashboards
- Setting User Email in Chat Widgets
- Updating Assessments from Excel
- How to Configure Planner Cards in CloudRadial
- Importing Assessments
- Understanding the Client's Status Change Abilities in CloudRadial
- Adding a Custom Source to Tickets in Bulk
- Logging into the Desktop Application with Local Active Directory
- Configuring Ticket Update Broadcasts for Autotask from Zapier
- Allowing Users to Change their Office 365 Details
- Improving QBR Processes with CloudRadial
- Improving Ticketing Service Through CloudRadial
- Improving Client Engagement Through CloudRadial
- Improving Transparency of Work With CloudRadial
- Removing Endpoints and Servers
- Customizing Report Templates
- Using JSON Webhooks
- Setting Up the Slack Webhook
- The Daily Digest