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How to add administrators

Dyfed Wallis
Jun 7, 2017 11:11:10 AM

 

Why do this..

Each Cloudmore administrator should have their own unique login. By setting this up correctly, you can see what changes have been made by which user in the event log, making it much easier to keep a valid audit trail. Do not use shared logins such as support@ or sales@.  

If you use 2-factor authentication for an administrator login, communications are sent to the administrator's contact details.

 

Follow the instructions below to learn how to add and manage administrator accounts.   

There are three different ways to add administrators: - 
1 - Bulk import a .CSV / .XML or .XMS file.
2 - Manually create multiple administrators.
3 - Add individually (recommended for single additions only). 

Sections 45, & 6 explain how to manage existing administrators.

Each administrator can be set up with a different role. See this document for further details: Assign Admin roles and permissions.

Note:- The minimum password length is eight (8) characters. The password must contain uppercase and lowercase characters, numbers and non-word characters. The password cannot contain parts of the user's account name or parts of the user's full name.

1. Bulk import a .CSV / .XML or .XMS file

Log into Cloudmore. Navigate to your Broker menu, then click on Broker, then Administrators.

Picture 1 - Section 1 Broker Admin Menu-1

Then click Import Administrators 

Picture 2 - Import Button-1
1.1 Download the import template

Click on your preferred format to download the template. 

Picture 3 - Admin import screen

1.2 Complete the template

excel

1.3 Upload your file

Click on Choose file, select your file location and click Read File.

Picture 5 - Admin import screen

The data you have uploaded will display. Confirm it is correct.

import

Tick Send credentials to user email address if you want the login details to be sent directly to the new administrator.

Then click 'Create/Import Admins. The import will complete in the background.

2. Manually create multiple administrators

Navigate to your Broker menu, then click on Administrators

Picture 1 - Section 1 Broker Admin Menu-1

Then click Import Administrators

Picture 2 - Import Button-1

Navigate to the Multiple Admin Form.

multiform

Complete the rows with the required data.

Tick Send credentials to user email address if you want the login details to be sent directly to the new administrators.

Then click 'Create/import Admins'.

3. Add individual administrators 

Picture 6 - Add Administrator

3.1 Enter the information for the new administrator 

Complete the form, then click 'Create'.  

Picture 7 - Administrator input screen

The new administrator can now access Cloudmore using these credentials.

3.2 Cloudmore Roles Matrix

Role in Cloudmore

What they can do

Reseller Admin

This is a super admin role, allowing the user to view everything in the platform with full administration rights.

Reseller View Only Admin

This role allows the user to view everything in the platform only, with no administration rights.

Reseller Billing Admin

This is a restricted role allowing the user to only administer the billing areas of the platform at Service Provider level.

The user can:

  • view and export billing reports at Service Provider level
  • view and edit pricelists
  • view reports 
  • view Cloudmore invoices
The user cannot:
  • access individual organisation reports

Key Account Manager

This role is intended for sales and support staff who are responsible for a subset of customers. This role provides full access at Organization level to assigned organisation records only.

The user can:

  • carry out subscription adds, moves and changes on behalf of customers
  • configure approvals process settings
  • create and send quotes
  • view and edit pricelists
  • view reports
  • view and export billing reports at org level

The user cannot:

  • View unassigned org records
  • Access Service provider platform level

Limited Key Account Manager

This role has the same permissions as the Key account manager role except that it is restricted so that users cannot configure approvals process settings

Sales Agent

This role is designed to enable you to provide access at broker level to affiliates outside of your company so that they can manage multiple organisations in Cloudmore.

The Sales Agent role is similar to the Key Account Manager role. You can, assign organization groups to a specific admin or admins. The big difference with the sales agent role is that the admin can’t see any cost prices or margins. Only the sales price is visible to the admin in the pricelist and on subscription selection screens. The sales agent also has access to a billing report where they can view the billing details for all of their assigned organisations, but again, only the sales price is displayed.

 
3.3 Sales Agent and Account Manager Settings 

If you have created a  Sales Agent, Key Account Manager or Limited Account Manager role, a Manage option will be added to the list.

accountman1

This allows you to select one or multiple Organization groups. This grants an Account Manager the ability to view a group or groups containing all of the customers that they manage.

Note: Account Manager settings are per Organization group. You need to first create the Organization groups you need before completing this step.   

AddadminN2        

3.4 Create the Password 

When decide how to create a password use the Password settings option

you can: -

  • ask Cloudmore to auto-generate a password and email login credentials for you. 
  • specify a password and email login credentials. 
  • specify a password and email login credentials without sending an e-mail confirmation. 
4. Edit existing administrators admin4

Use the action menu to edit properties, change the password or delete existing administrators.

5. Disable an administrator 

To disable an account, tick the box next to each account you want to disable. Then select the list option by clicking on the icon and select 'Disable account(s)'.

Admin 5.png

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