Getting started

Prepare your cloud accounts for onboarding, add users, and connect your clouds to begin using the CloudBolt Platform

To get started with the CloudBolt Platform, you’ll need to set up the foundational elements of your CloudBolt environment. This includes preparing your cloud accounts, managing user access, and connecting them so CloudBolt can securely collect cost and usage data.

Work through the sections below in order. Once you’re set up, see Navigating the platform to learn what each page does, or the How-to guides for other common tasks.

Sign in

The CloudBolt Platform is a web application. The address depends on where your organization’s tenant is hosted:

If your organization uses a branded CloudBolt subdomain, such as yourcompany.cloudbolt.io, sign in there instead. Your invitation email includes your organization’s address. If you aren’t sure which applies to you, ask your CloudBolt administrator or contact CloudBolt Support.

1. Configure cloud accounts for onboarding

Set up your cloud accounts for access and analysis. Each provider has a specific configuration process.

2. Manage organizations, users, and roles

Manage your organizational structure, define who can access the platform, and what actions they can perform.

3. Connect cloud accounts

Connect your cloud environments so that CloudBolt can securely collect cost and usage data.

4. Set up Kubernetes cost allocation (optional)

If you run Kubernetes clusters, enable cost metrics on them so their infrastructure spend is attributed to namespaces and workloads.

Next steps

Once your accounts and users are configured and your clouds are connected, you’re ready to explore the CloudBolt Platform.

Continue to Navigating the platform


Configure cloud accounts for onboarding

Configure your cloud accounts in preparation for CloudBolt Platform onboarding

Manage organizations, users, and roles

Set up who can access the CloudBolt Platform and what they can see and do

Connect cloud accounts

Connect your cloud accounts to the CloudBolt Platform

Set up Kubernetes cost allocation

Connect your cloud billing data and enable cost metrics on your clusters so Kubernetes spend is attributed to namespaces and workloads