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Getting Started with CloudRadial

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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
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