Training Guides

How to add administrators

How to add administrators

Why do this..

To ensure you have a valid audit trail to see which users has made what changes in the event log, each Admin user of Cloudmore will require their own unique login. Do not use shared logins such as support@ or sales@.  

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

 

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

1. Go to your administrators

Log in to Cloudmore.  Navigate to you reseller menu, then click on reseller, then administrators.

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2. Click on new administrator 

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3. Enter the information for the new administrator 

Complete the form, then click create

Roles:-

Reseller admin – view everything with full administration rights.
Reseller view only admin – view everything with no administration rights.
Reseller billing admin – view billing details only with administration to billing details only.
Key Account Manager -   intended for sales, account management, and support staff who are responsible for a subset of customers. This role provides full access at Organization level.

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

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The new administrator can now access Cloudmore using these credentials.

4. Key Account Manager Settings 

Once you have created a Key Account Manager role, an action button will appear. Screen Shot 2018-07-05 at 11.40.14

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: Key Account Manager settings are per Organization Group. You need to first create the Organization Groups you need before completing this step.   

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5. Edit existing administrators 

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

6. 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

END

Tags: Setup

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