Documentation and Best Practices

Learn how to use Cloudability and get the most out of our cloud cost management tool.

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Add and manage users

◆ Tasks in this topic can only be performed by an Admin.

 The process of adding users to Cloudability is very similar to other Apptio applications. For general information on adding users, see Manage users.

Roles in Frontdoor and Cloudability

There are two roles in Frontdoor for Cloudability users:

  • Admin - A user with this role can add, edit, or delete users in Frontdoor. This role functions across all Apptio applications.
  • Cloudability user - A user with this role can access the Cloudability application via Frontdoor.

 NOTE: Admins must also be granted the Cloudability user role to access Cloudability.

 Both Frontdoor roles are mapped to corresponding roles in Cloudability:

  • Administrator - This role is granted to users who log in to Cloudability with the Admin Frontdoor role. A user with this role has full access to Cloudability.
  • User - This role is granted to users who log into Cloudability with the Cloudability user Frontdoor role. A user with this role has limited access to Cloudability.

Add users in Cloudability

You can initiate this process from within the Cloudability app. You will be redirected to Frontdoor, and you will add the Cloudability users to Frontdoor to grant them access to Cloudability.

fd_cloudability_add.png

  1. In the Cloudability left panel, click Settings > Users.
  2. Click My Profile in the top right corner, then click Access Administration.
    The Frontdoor Access Administration console appears with the Users tab selected by default.
  3. Click Add User. Type the user information in the boxes provided. For Username and Email, use the format someone@domain.com.
    The email value does not need to match the username value. Email is used for Apptio-generated emails (for example, a password reset).
  4. If available, select an Account Type.
  5. Clear the Active check box to deactivate a user.
    Deactivated users do not have access to environments until they are made active (see Activate or deactivate a user).
  6. Select the Do not send user activation email check box to prevent a user activation email from being sent to the user's Email.
    Users created in a Single Sign-On (SSO)-enabled domain will not be sent emails regarding user activation.
  7. Click Add.
  8. If your organization has a single environment, click Next. If your organization has multiple environments, select the Customer and Environment from the lists provided, then click Grant Access to Created User.
  9. Select the roles to assign the user, then click Save.
    Only the following two roles pertain to Cloudability:
    • Admin - A Cloudability administrator. You must also assign Admins the Cloudability User role.
    • Cloudability User - A non-administrator Cloudability user.
  10. To assign the user to additional roles in another environment, click Continue Granting. To view the user's information, click View User.

Manage views and dashboards for existing users

You can manage users' access to views and dashboards directly within Cloudability.

  1. In the Cloudability left panel, click Settings > Users.
  2. Use the checkboxes to select one or more users. To select multiple users, click the Edit Multiple button.
    fd_cldy_manage.png
  3. Once you have made your selection, you can define the users' access to views and dashboards.
  4. When you're done, click Save.

Set default view and dashboard permissions for all new users

You can use the New User View section to set default view and dashboard permissions for all subsequently created new users.

fd_cldy_newUserDefaults.png

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