Accounts in CloudCheckr CMx

The Accounts tab on the Account Hierarchy page is where you can view, search for, modify, or create an account or account group.

CloudCheckr organizes accounts by Account Group folders, which can contain sub-folders and individual accounts.

Click to expand a folder and display the contents in a new pane. Continue to click until you find the content you wish to review.

In this example, we expanded our initial folder, Commercial Accounts, and navigated to a list of accounts under the Prod SaaS AWS folder:


Procedures

Click a button to learn more about the actions you can perform in the Accounts tab:

  1. Click the + CREATE button.
  2. Select Account Group from the fly-out menu.

    The Create Account Group sub-drawer opens.

  3. Type a name for your account group.
  4. From the Location drop-down menu, select an option if you want to put your group within an existing folder.
  5. From the Add Accounts and Groups drop-down menu, select the accounts and groups you want to add to the account group.
  6. Click SAVE.
  1. Click the + CREATE button.
  2. Select Account from the fly-out menu.

    The Create Account sub-drawer opens.

  3. Type a name for your account.
  4. Select a cloud provider from the drop-down list.
  5. From the Location drop-down menu, select an option if you want to place your account within an existing folder.
  6. Click SAVE.
  1. Click in a selected folder.

    The Edit Account Group sub-drawer opens.

  2. From this sub-drawer, you can:

    • change the name of the account group
    • select a folder from the Location drop-down menu to move your account group to another location or folder in the account hierarchy
    • add accounts or account groups to the selected account group
    • delete the account group

Follow this procedure to learn how to modify your account in CloudCheckr CMx.

  1. Click in the row of a selected account.

    The Edit Account sub-drawer opens.

    The options depend on the cloud provider associated with your selected account:

    Cloud Provider

    Options

    Click To See Image

    AWS

    • change the name of the account
    • click the Manage Credentials link to return to the Edit Credentials page where you can modify your account credentials
    • click the Manage Billing Data Source link to return to the Billing and Usage page to change your billing setup
    • select a folder from the Location drop-down menu to move your account to another location or folder in the account hierarchy
    • view details such as the CloudCheckr and AWS account IDs and the CloudCheckr friendly name
    • delete an account

    Click image to increase its size.

    Azure account with a sub-type

    • change the name of the account
    • click the Manage Credentials link to return to the Edit Credentials page where you can modify your account credentials
    • click the Manage Billing Data Source link to return to the Edit Billing Configuration page to change your billing setup
    • select a folder from the Location drop-down menu to move your account to another location or folder in the account hierarchy
    • view details such as CloudCheckr and Azure account IDs, account type, and sub-type
    • delete an account

    Click image to increase its size.

    Azure account without a sub-type

    • change the name of the account
    • click the Manage Credentials link to return to the Edit Credentials page where you can modify your account credentials
    • click the Manage Billing Data Source link to return to the Edit Billing Configuration page to change your billing setup
    • select a folder from the Location drop-down menu to move your account to another location or folder in the account hierarchy
    • view details such as CloudCheckr and Azure account IDs
    • delete an account

    Click image to increase its size.

By default, CloudCheckr CMx shows your accounts grouped by folder, but you can switch to see a List view of the accounts in your project.

  1. In the View by section, click List.

    CloudCheckr CMx now displays the accounts in an alphabetical list. It also displays the Parent Group, so you still get the hierarchical information for that account.


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