Broker Setup

The Broker (Reseller) entity, along with the first Broker user, is typically created by Cloudmore as part of the onboarding.

Once the Broker Admin user is created, you can log in and manage your Broker account.

Broker Setup Steps

Branding & White Labelling

As a broker, you can tailor the platform’s look and feel to reflect your brand, ensuring a consistent and professional experience for both internal users and their customers.
For more information, refer to Branding & White Labelling

Microsoft Tenant Authentication

The process of setting up secure tenant authentication for Microsoft services. It involves key steps that help organizations maintain strong security and control over their tenant environments.
For more information, refer toMicrosoft Tenant Authentication.

Broker Security Centre

The Security Center in Cloudmore helps you strengthen your environment by preventing, detecting, and responding to potential threats. It includes configurable features designed to enhance platform security and maintain operational integrity.
For more information, refer toBroker Security Centre.

Emails & Notifications

Cloudmore enables brokers to set up automated email alerts for key service events and renewals, helping organizations stay informed and take timely action. These notifications support proactive communication and efficient service management across the platform.
For more information, refer to Emails & Notifications

Language & Localization

The settings for how to set and change the default language in Cloudmore, along with a list of supported languages. It also highlights the benefits of customizing language preferences to deliver a localized and user-friendly experience across the platform.
For more information, refer to Language & Localization

Broker vs Limited Broker

• Broker - When the term “Broker” is used on its own, it refers to the full-access Broker account. This account is typically created by a Cloudmore support agent during the onboarding process.

• Limited Broker - This refers to a Broker entity with limited access, typically created by a Seller-level user within the platform.