Settings on CloudBolt Documentation

Connections

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The Connections page lets you manage the cloud accounts from which the CloudBolt Platform ingests cost and resource data. Connections are grouped by provider, with at-a-glance health status, account coverage, and testing, editing, and disconnect actions for each one.

Access the Connections page

Log in to the CloudBolt Platform.
In the sidebar, select Settings.
Select Connections.

Connections overview

Each connection is a compact row that expands in place. Select the chevron or connection name to show its identity details, the time of the last health check, and the full list of health checks.

User Management

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As your team changes, use this page to see who has access, invite new people, and adjust or revoke access as needed.

Access the User Management page

Log in to the CloudBolt Platform.
In the sidebar, select Settings.
Select User Management.

Managing users requires the Owner permission.

User Management overview

Key areas of the User Management page.

Section	Description
User table	A list of all users with columns for First Name, Last Name, Email, and Role, plus a delete action per row.
Roles	The role assigned to each user (Admin, Operations, Practitioner, or Stakeholder), which governs their access and permissions across the platform. For what each role can do, see Manage Roles.
Add User	A button to invite a new user and assign them a role.
Search	A search field to filter the user list by name or email.

Add a user

Select Add User.
In the dialog, enter the user’s Email.
Choose a Role. The role defaults to Stakeholder.
Confirm the dialog to add the user.

If the person does not have a CloudBolt account yet, CloudBolt automatically sends them an email invitation. Until they accept it and sign in, their row shows an Invited badge and their role cannot be changed. For the invitation-acceptance steps from the new user’s side, see Manage users.

Organizations

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Sub-organizations can mirror your internal business units, or, for managed service providers and resellers, the customers you manage. Browse and create organizations in a hierarchy, then configure each one:

Scope rules: Define which cloud resources belong to each sub-organization by filtering on billing dimensions.
Billing configuration: Attach billing rulesets that control how costs are re-rated for an organization.

Access the Organizations page

Log in to the CloudBolt Platform.
In the sidebar, select Settings.
Select Organizations.

Viewing the page requires organization-admin visibility. The Create Organization button and scope-rule editing additionally require the Owner permission.

API Keys

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Each API key is an OAuth2 service account that authenticates using the client credentials flow.

API keys are scoped to read-only reporting access (reporting:viewer). The scope is fixed and cannot be changed when creating a key.

Only users with the Owner role can view the API Keys page and manage keys.

Access the API Keys page

Log in to the CloudBolt Platform.
In the sidebar, select Settings.
Select API Keys.

API Keys overview

Key areas of the API Keys page:

Billing Rulesets

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Billing Rulesets allow you to define rules to adjust cloud costs before presenting them to your customers.

Rules can optionally include filters to target specific services, regions, or resources. Each ruleset is scoped to one cloud provider (or all providers) and assigned to one or more customers.

Rulesets are applied by the data pipeline, not on demand: changes take effect on the next pipeline run. Adjusted costs appear as the Rerated Cost metric in cost views and are the basis of Summary Reports.

Custom Metrics

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A custom metric is a reusable, named value computed from your existing cost fields and variables with a formula. Once defined, the metric becomes a new column that billing rulesets can use, for example, a discounted cost, a marked-up rate, or a value blended from several fields.

The Custom Metrics page is a shared library for these definitions: edit a metric once here, and every ruleset that references it picks up the change on the next pipeline run. The page provides:

Cost Allocation

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Cost-allocation rules distribute shared costs, such as support charges or shared infrastructure, across the workloads that consume them, without changing the underlying billing records. The Cost Allocation page hosts the Custom Distribution Rules that define this behavior. It provides:

Distribution rules: Create rules that take a pool of shared cost and spread it to the right consumers.
Allocation strategies: Split costs equally, proportionally by spend, or proportionally by usage.
Filters: Define which cost rows are allocated and which workloads receive them.
Ordering: Control the sequence in which rules execute.

This page covers non-Kubernetes costs. Kubernetes cost allocation is handled in the Kubernetes Report.

Virtual Tags

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A virtual tag applies tag key/value pairs to cost rows that match conditions you define. Virtual tags enrich your cost data without changing the underlying records and without re-tagging resources in the cloud provider. They apply tenant-wide. The page provides:

Tag mappings: Rules that pair one or more tags with the match conditions that select cost rows.
Sub-rules: Nested mappings that refine a parent mapping for finer-grained control.
Tenant-wide scope: Mappings apply across the tenant to standardize tagging in reports.
Enrichment: Fill gaps where native provider tags are missing or inconsistent.

Access the Virtual Tags page

Log in to the CloudBolt Platform.
In the sidebar, select Settings.
Select Virtual Tags.
If this is your first time here, select Create Virtual Tag Ruleset. The mappings list appears once it’s created.

Virtual Tags overview

Section	Description
Search	Filter the list by tag key or value (Search by tag key or value…).
Mappings list	Your virtual-tag mappings, with a count of how many are defined. Mappings can nest: use Add sub-rule to create child mappings under a parent.
Add Virtual Tag	Opens the dialog to create a new mapping.

Add a virtual tag

Select Add Virtual Tag.
In the Tags section, add one or more Tag Key / Tag Value pairs to apply. Keys autocomplete from existing keys; duplicate keys at the same level are rejected.
In the Match Conditions section, add the conditions that select which cost rows receive the tags.
Save the mapping.

Each match condition is a Field, an operator, and a Value. Available operators are Equals, Not Equals, In, Not In, Greater Than or Equal, Less Than or Equal, Contains, Not Contains, and Regex. With several conditions, choose Match all or Match any. For Equals/In-style operators, values autocomplete from actual billing values.

Manage budgets

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The Budgets settings page is where budgets are created, edited, and deleted. To view budget performance, use the Budgets page in the sidebar.

Budgets come in two kinds:

Budget: an individual budget with its own monthly targets and optional filters that narrow which costs count against it.
Rollup: a parent budget that aggregates its children. Rollups carry no targets or filters of their own; their numbers are the sums of their child budgets.

Access the Budgets settings page

Log in to the CloudBolt Platform.
In the sidebar, select Settings.
Select Budgets.

Create a budget

Select Create budget.
Enter a Name (required; budget names must be unique within the organization) and, optionally, a Description.
Set the Currency as a 3-letter ISO code (default USD).
To make this a parent that aggregates other budgets, turn on Rollup budget. Rollups skip the remaining steps: the Periods and Filters sections apply to individual budgets only.
Optionally choose a Parent rollup budget to place this budget in a hierarchy.
Add Periods to set the monthly target: each period is a Month and an Amount, and each amount applies from its month forward until the next period. You only need a new period when the target changes.
Add Filters to narrow which costs count against the budget: each filter is a Field, an Operator (EQUALS, NOT_EQUALS, CONTAINS, or NOT_CONTAINS), and a Value. With no filters, the budget applies to all costs in the organization.
Select Create.

Budget hierarchies can be up to 10 levels deep, and a budget’s parent must be a rollup budget.