Getting Started¶
Use this guide to get access to CloudPi, connect your first cloud provider, and confirm that data is flowing correctly.
Before You Begin¶
Make sure you have:
- A CloudPi user account
- Access to the correct workspace
- The right role for onboarding or administration
- Cloud provider credentials or connection details
For licensing or onboarding support, contact contact@cloudpi.ai. For support on an existing deployment, contact support@cloudpi.ai.
Step 1: Sign In and Select the Right Workspace¶
- Sign in to CloudPi.
- If you can access multiple workspaces, choose the correct one.
- Confirm that the projects and project groups visible to you are correct.
If access looks incorrect, review RBAC and User Management.
Step 2: Connect a Cloud Provider¶
Choose the path that matches your environment:
If you are onboarding through the guided UI flow, start with Cloud Onboarding.
Step 3: Validate Billing and Resource Ingestion¶
After onboarding, confirm the platform is collecting and showing data correctly.
Check:
- Billing Hub for ingested billing data
- Cost Assignment for attribution and allocation behavior
- Tag Management for tag visibility and governance controls
Step 4: Review the Workspace Experience¶
Once ingestion is complete, review the main product areas you will use most often:
Step 5: Configure Core Administration¶
Depending on your role, continue with:
Validation Checklist¶
You are ready to move on when:
- You can sign in successfully
- You can access the correct workspace
- At least one cloud provider is connected
- Billing data appears in CloudPi
- Projects, tags, and core dashboards are visible
Next Steps¶
- For budgets and forecasting, see Budgeting and Forecast
- For policies and workflows, see Automation Overview and Automation
- For scheduler setup, see Scheduler and VM Scheduler