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.
  2. Click ADD.
  3. Begin to type the name of the account or account group. CloudCheckr will auto-suggest possible results.
  4. Select one or more account or account groups from the list.
  5. Click ADD.

    A pop-up message prompts you to confirm your addition.

  6. Click Yes.
  7. Click to close your selection.
  1. Click in a selected folder.
  2. Click EDIT NAME.
  3. Type the new name and click SAVE.
  4. Click to close your selection.
  1. Click in a selected folder.
  2. Click MOVE TO.
  3. Begin to type the name of the account or account group. CloudCheckr will auto-suggest possible results.
  4. Select one or more account or account groups from the list.
  5. Click MOVE.

    A pop-up message prompts you to confirm your move.

  6. Click Yes.
  7. Click to close your selection.
  1. Click in a selected folder.
    If you are trying to delete a folder, you must empty the contents of the folder first.
  2. Click DELETE.

    A pop-up message prompts you to confirm your deletion.

    You cannot undo your actions, so please consider your decision carefully.
  3. Click Yes.
  4. Click to close your selection.
  1. Click in a selected account.
  2. Click EDIT ACCOUNT.

    CloudCheckr opens the Edit Credentials page where can complete the configuration of your account.

    Click Onboard Your AWS Account Using the Cost and Usage Report for more information on how to configure your AWS account. Click Onboard Your Azure Accounts for more information on how to configure your Azure account.

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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