Getting Started

Overview

This guide helps you get access to CloudPi, connect your first cloud provider, and validate data ingestion.

Step 1 - Get Access and Licensing

• Request access from your CloudPi administrator.
• Confirm your workspace and role (viewer, manager, admin).
• Ensure licensing is assigned to your user and workspace.

For new installations and licensing, contact contact@cloudpi.ai.
For existing customer support, contact support@cloudpi.ai.

Step 2 - First Login

• Sign in to CloudPi.
• If you have access to multiple workspaces, select the correct workspace.

Step 3 - Select Your Scope

• Verify the workspace, project groups, and projects you should see.
• Review RBAC permissions in RBAC.

Step 4 - Connect Cloud Providers

Choose the provider guide that matches your environment.

If you are onboarding via the CloudPi UI, see Cloud Onboarding.

Step 5 - Validate Ingestion

• Confirm integration status in the CloudPi console.
• Check that billing data appears in Billing Hub.
• Verify billing data correctness in Cost Assignment and validate tags in Tag Management.

Step 6 - Configure Integrations and Alerts

• Configure ticketing and SSO in Integrations.
• Set up alerts and notifications in Workspace Settings.

Next Steps

• Explore dashboards in Dashboards.
• Review budgets and forecasts in Financials.
• Configure policies and workflows in Automations.