White Label Customer Self-Service Portal
Fully customizable white label platform for improving customer experience and reducing support overhead.
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Set up the customer self-service platform on your own domain
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Customize the entire user interface to match your brand identity
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Set up safeguards with the automated subscription approval processes
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Enable SSO for convenient logins and 2FA for extra security
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Expand customer portal functionalities with robust APIs and webhooks
Cloudmore's comprehensive white label customer self-service portal can achieve all that and more.
Fully customize the portal with diverse branding options
The diverse branding options enable you to customize the entire Cloudmore platform to look and feel just like an extension of your own website.
Once you add your brand colors and company logo, they will be shown through-out the platform.
Your customized look of the platform will be reflected to all the users of your company, as well as all the users of your customers.
Whoever accesses the platform under your tenant, will feel like the platform is a natural extension of your company’s suite of tools.
Set up role based secure access for all users
The flexible role based access user settings allow you to customize exactly which permissions does each user in your company have within the platform.
Your customers can independently do the same for each of their users.
You can give full permissions to your customers to approve quotes, provision subscriptions, adjust licenses, manage their own users and view or schedule their own reports.
Alternatively, you can use the flexible user roles to restrict some user actions, if you prefer to maintain a tighter control over customer user activity.
For enhanced security, you can turn on 2-factor authentication for your internal users and your customers' users.
Build automated process flows with branding applied on every step
With Cloudmore, you can have complete overview and controls across all of your customers' actions.
Decide which customer actions will be automatically put on hold until you approve or reject them.
You can set up approval processes across all customers or define customer-specific approval rules and limits.
Moreover, the automated communication flow regarding the approval process will happen through your branded email domain.
The customer self-service portal together with the approval process allow your customers to transact, while financial safeguards are in place.
Enhance transparency and compliance with complete audit trails
Every action taken by your company’s or your customers' users on the platform is recorded in an audit trail.
The audit trail holds comprehensive information about each internal and external user action, such as:
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What are performed action’s specific details
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Which user performed the action
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When exactly was the action performed
This detailed audit trail improves security and accountability, ensuring transparency in every user interaction.
The audit trails are meticulously structured to support compliance with industry-specific laws and regulations, safeguarding against breaches and unauthorized access to sensitive data.
