Cloudability Accounts and account groups

Edit online

Accounts and Account Groups let you edit and group the accounts that you access with Cloudability.

In this section, we'll cover:
  • The Account Groups page
  • Editing Groups
  • Editing Accounts
  • Sorting Accounts
  • Adding credentials

The Account Groups page

When you first navigate to the page, you'll see all of the accounts that you access with Cloudability listed by name (as it appears in Cloudability ), number, and vendor.

Create account groups
  1. Navigate to Organize > Account Groups .


    When you first navigate to the page, you'll see all of the accounts that you access with Cloudability listed by name (as it appears in Cloudability), number, vendor, and status.

  2. Select Account Groups in the upper right of the page.


This will bring up a pane where you can designate the key values for your groups. You might, for example, have groups called Region, Product, and Department. This will allow you to categorize individual accounts according to which region, product, and department they're associated with.



Assign account groups

Select the Pencil icon to the far right of any account to edit the name and assign it to groups.


You can edit these details for multiple accounts at once by selecting them with the check box, then selecting Edit Multiple .

Filter accounts

At the top of the Accounts Management page, select Filters to filter by account group.

Search for accounts

You can also search for accounts individually using the Search function.

Sort accounts

You can sort your accounts by selecting the column headers.