Getting Started with CloudRadial
First steps in setting up and working with your CloudRadial tenant.
- About Client-Level Branding
- Installing the Mac Agent
- Adding Partner Administrators
- Joining and Using the CloudRadial Academy
- Branding Your CloudRadial Tenant
- Connecting Your PSA to CloudRadial
- Setting up Microsoft Partner Access
- Syncing Users
- Installing and Uninstalling the Data Agent
- Requesting a Custom Domain
- Why Another Agent?
- Understanding and Managing Company Groups
- Understanding and Changing Feature Sets
- Understanding Company Sync Settings
- Requesting a Custom Sending Domain
- Adding/Removing Companies to Your Portal
- Setting Up the ConnectWise API Integration with CloudRadial
- Setting Up the Autotask API Integration with CloudRadial
- Setting the Client Portal Favicons
- Becoming a Microsoft Cloud Solution Provider (CSP)
- Excluding Users from Synchronization
- Mapping PSA Types to CloudRadial Roles and User Groups
- Ending Your Trial
- Branding Your CloudRadial Tenant