Vendor Credentials

Overview:

Vendor Credentials page in Cloudability helps its Admin users view and connect to various data sources available. This page also allows admins to view, update, or delete individual accounts under data sources. Admins can search and filter the accounts, and also view the permission level on every individual account.

Getting Started

1. To add a new data source, click Add Datasource . This would show all the data sources available.
   Note:

   The Vendor Credentials page requires admin permissions to access.

   
2. Select a data source you would want to credential.
   Note:

   Some of the data sources would require a pre-setup. For instructions for your specific data source, find it in the list in the Getting data into Cloudability section of the Cloudability Help Center homepage. .

3. Once credentialed, admins would be able to view a tab for individual datasource, for example AWS.
4. Within the datasource tab, admins can search and filter on individual columns.
5. Click “…” to perform the following actions.
   • View Details – Displays the account's details along with its permissions

   

   • Edit Account – Enables to edit the existing credentials

   • Re-verify – Manually re-verifies the account's credentials and its permissions

   • Archive – Archives the account

   • Delete – Deletes the account

6. Accounts will be collapsed by default. However, there are icons which:
   • Expand all accounts
   • Collapse all accounts
7. The status of the accounts is displayed by various icons.

   Status	Icon
   Verified Credential	,
   Invalid Credential	,
   Credential Needed
   Incomplete Credentials
   Archived Credentials