Instructions to connect

Thanks for starting to work with us.
Here are detailed instructions on what we need. It takes around 30-60 minutes to complete it.
If needed, please schedule a 30-minutes call\zoom with us so the onboarding process will complete smoothly
Once done, we can start assessing your environment
Throughout the process – we will need permissions @ the highest level (in Azure – Tenant \ EA \ Mng group, in AWS – payer account.)

  • Registration to our automation platform – CloudHiro.com
    1. In case you have an AWS organization, and access to the Payer Account, run the following steps only on the payer aacount.
    2. For each AWS account:
      1. fill this AWS external link form (skip the registration guide)
        • for more than one account that is not part of the same organization, use the same Email, username and password BUT use different Company name(incremental numbers – company-1 , company-2 etc)
        • If you have more than 5 accounts, after the 1st registration, please send all accounts numbers to your account manager. We will add them manually.
      2. after registration please approve it by mail
      3. login to CloudHiro external link
      4. copy the external ID from here external link
    3. For each Azure account:
      • follow the registration guide Here external link
      • fill the registration form of Azure external link
      • use the same username & password and EMAIL.
  • Access – We need access to your account(s) to have visibility and collect financial data. To do so:
    1. AWS
      • For CloudTeam to have permission to work on your portal, we will start with read-only permissions.
        The following CloudFormation stack Creates two roles “Cloudteam-FinOps” & “Costi”.
      • Please run the following URL on your Payer account if you can access it.
      • Run the following URL on each of your child accounts.
        If you are familiar with StackSet – run over all your organization the same template, Use the same External ID from the previous steps as a parameter to the CloudFormation stack.
      • Make sure each account has activated access to billing data within the “Root user”
    2. Azure:
      1. For CloudTeam to have permissions to work on your portal. In the beginning, we will start with read-only.
        1. Users – you will get the list from your account manager
        2. Permissions:
          1. Per subscription (or give the permissions at the highest level – Management group or Tenant)
            1. Reader
            2. Billing Reader
            3. Cost Management Reader
          2. Read access on each and everyone of your reservations.
          3. If you are under an EA (Enterprise agreement), we will also need billing\admin reader inside your EA