Broker Setup (5.0)

The Broker (Reseller) entity is typically created by Cloudmore as part of the onboarding. The first Broker user is created at the same time.

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. This gives a consistent and professional experience for your internal users and your customers.
For more information, refer to the document on Branding & White Labelling (5.0)

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 to the document on Microsoft Tenant Authentication (5.0).

Broker Security Centre

The Security Center in Cloudmore helps you strengthen your environment. It helps you prevent, detect and respond to potential threats. It includes configurable features designed to enhance platform security and maintain operational integrity.
For more information, refer to the Broker Security Centre (5.0).

Emails & Notifications

Cloudmore enables brokers to set up automated email alerts for key service events and renewals. This helps 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 (5.0).

Language & Localization

The settings for how to change the language in Cloudmore, along with a list of supported languages. It also highlights the benefits of customizing language preferences. A localized experience is more user-friendly across the platform.
For more information, refer to Language & Localization (5.0).

Types of Brokers

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

• Linked Broker - A Broker that is directly managed by a Seller. The Seller Admin is able to access the Linked Broker level and act on behalf of the Broker.

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