First steps for Cloudability admin

PURPOSE: Onboarding. Help users understand the steps from "blank sheet" to a working product. Help them understand what they can achieve as a user.

This topic should answer the question "I have my user login, now what??" It might not be steps: it might just be that you need to read about how the application works, or, like in ApptioOne Demand, wait to be invited to collaborate.

This should only include the steps required for using the product the first time; if there are no steps required for setting up prior to using the product, then this topic is not required and can be removed from the TOC.

Set up your user account

Ask your administrator to create the relevant Cloudability roles for you.

Roles in Frontdoor and Cloudability

The first time you use Cloudability

  1. Initial Access

    Give users permission to access specific views and functions within Cloudability Cloudability

    Roles and permissions in Cloudability

  2. Create and manage views

    Know more about app-wide filters for your data in Cloudability and assign them to different users

    Setup views

  3. Manage user views and dashboards

    Manage a user's access to views and dashboards.

    Manage users and dashboards

  4. Manage credentials

    Maintenance tasks for the credentials in Cloudability.

    Re-validate, archive, or delete credentials

  5. Currency Exchange Rate

    Setup a common currency across all of Cloudability, regardless of the cloud service provider or currency used for billing.

    Multi Currency Exchange Rate Service

Supported browsers

Cloudability currently supports the following browsers:

Chrome

Edge

Firefox

Useful links for getting started

How to access Cloudability

What you can do with Cloudability

Find your way around with Cloudability

First steps for users in Cloudability