Configure Azure tenants

Prepare your Azure tenant for integration with the CloudBolt Platform

Before connecting your Azure tenant to CloudBolt Platform, ensure that your billing account type is supported and that your Azure administrator has the required permissions for onboarding.

CloudBolt does not request any additional permissions. Any elevated permissions granted to your Azure administrator may be removed once onboarding completes.

To learn more about the resources CloudBolt creates during onboarding, refer to Connect Azure.

Supported billing account types

Type Supported Notes
Enterprise Agreement (EA) Yes Full support
Microsoft Customer Agreement (MCA) Yes Full support
Microsoft Partner Agreement (MPA) Yes Full support; optional Lighthouse delegation for cross-tenant access
Pay as you go (PAYG) Limited Cost exports supported; billing hierarchy and discovery may be limited

Required Azure permissions

Microsoft Entra ID: Application Administrator or Global Administrator

The onboarding wizard registers an application and creates a service principal in your Microsoft Entra ID tenant, granting CloudBolt read access to your cost and inventory data. Ensure your administrator has appropriate permissions.

Where to check: Azure Portal > Microsoft Entra ID > Users > [user] > Assigned roles

The administrator must have one of the following roles assigned:

  • Global Administrator
  • Application Administrator
  • Cloud Application Administrator

Subscription: Contributor (or higher) in at least one subscription

During onboarding, CloudBolt creates a resource group and storage account in one of your Azure subscriptions. The storage account is where Azure Cost Management writes your daily cost export files. Ensure your administrator has at least Contributor access on the target subscription.

Where to check: Azure Portal > Subscriptions > [subscription] > Access control (IAM) > Role assignments

Billing account: Billing Account Owner or Enterprise Administrator

CloudBolt grants its service principal read-only access to your billing account, then sets up daily Cost Management exports scoped to it. Ensure your administrator can assign roles on the billing account. Reader and contributor roles can’t assign roles, so onboarding fails with them.

Where to check: Azure Portal > Cost Management + Billing > Billing scopes > [billing account] > Access control

Roles per billing account type

Billing account type Role
Enterprise Agreement (EA) Enterprise Administrator (not read-only)
Microsoft Customer Agreement (MCA) Billing Account Owner (a Global Administrator can elevate to this role)
Microsoft Partner Agreement (MPA) Global Admin or Billing Admin (Partner Center)

CloudBolt assigns a read-only role in your root management group so it can automatically discover subscriptions, including any added in the future. To allow this, ensure your administrator has the User Access Administrator role on the root management group.

Where to check: Azure Portal > Management Groups > [root management group] > Access control (IAM)

If this permission is not available, CloudBolt assigns read access to each subscription. Subscriptions created after this must be onboarded separately.

Next steps

Continue to Connect Azure to connect your Azure tenant.