Sign in to Quarzo

Use this guide to sign in to broker-front as a Broker Advisor or Broker Administrator. For backend access, use Call Quarzo from a Broker backend.

Prerequisites

• An invitation for your Broker-side User account.
• The broker-front URL of your environment. See Environments.
• Access to the authentication factors required for your account.

Direct login

1. Complete the account activation steps in your invitation.
2. Open broker-front for your environment.
3. Start the sign-in process.
4. Authenticate with your Quarzo account on the ZITADEL login page.
5. Complete any required authentication factor.

Expected result: the browser returns to broker-front with the access assigned to your role. A Broker Administrator can access administration pages. A Broker Advisor can access Broker business pages.

Federation

Before you start, Quarzo operations must configure your Broker's identity provider. You must have an invitation for an existing Quarzo account. Federation does not create a Quarzo account at first login.

1. Complete the account activation steps in your invitation.
2. Open broker-front for your environment.
3. Start the sign-in process.
4. Select your Broker's identity provider on the login page.
5. Authenticate with your Broker's company account.
6. At first login, complete the request to link the external account to your existing Quarzo account.

Expected result: the browser returns to broker-front with your existing Quarzo identity and roles. If the provider is unavailable, ask your Broker Administrator to contact Quarzo operations.

For the authentication methods and access errors, see Authentication.