Quick Start Guides & Checklists

Overview

This guide provides a high-level introduction to the essential components of the Cloudmore platform, helping brokers and organizations get up and running quickly and securely.

Broker Onboarding Guide

The Broker Onboarding Guide provides step-by-step instructions to help new brokers get started on the platform efficiently.

Self-Service Rollout Guide

The Self-Service Rollout Guide explains how to set up Cloudmore so organization users can log in and manage their services independently through a white-labelled self-service portal.

Security and Governance Guide

Cloudmore helps organizations stay secure and compliant through features like audit logging, role-based access control, and Microsoft SSO. These tools ensure safe user access and maintain operational transparency.
The Security and Governance Guide provides additional information on staying secure and compliant.

Reporting and Dashboards Guide

There are a lot of ways you can extract detailed data about your subscriptions, customers and billing. Cloudmore enables you to ingest the data in a very detailed Excel spreadsheet to analyze, pivot and filter. Alternatively, you can have a complete visualized overview over a longer period of time, right on the platform, without having to export detailed data.
The Reporting & Dashboards Guide provides additional information related to data about subscriptions, customers, and billing.

API and Integrations Start Guide

The Cloudmore API allows customers to automate service management and billing tasks. It supports creating users, managing subscriptions, and integrating billing data with external systems for smoother operations.

The API & Integrations Start Guide provides more details regarding the Cloudmore APIs.