User Onboarding

Once your account is created, you will receive an activation link. Use this activation link to follow a 2-step onboarding procedure when logging into CloudVerse for the first time. Once you have completed the onboarding procedure, you can access your CloudVerse Dashboard. The following procedure involves Connecting your cloud accounts and Inviting users.

  1. Click the activation link that you received. A setup wizard is displayed for you to connect to your cloud accounts. Tip: You can use the guided coach marks to quick get started with the procedure. You can click the Next button to see the series of steps involved and follow the same.

  2. For the required cloud account that you want to add, click the + button. The Get Started screen is displayed.

  3. Click Get Started. The respective cloud account setup screen is displayed for you enter the details.

  4. Enter the required details and then click Next. For more information on how to add a cloud account, see Manage Accounts section.

  5. This process will take a while. The process tries to connect to the cloud account through the entered details and then will add all the resources to your CloudVerse Dashboard.

  6. Once all the resources (assets) are fetched, you can see the same listed on the screen. You can add multiple cloud accounts, or you can click Next located at the bottom of the screen. The Invite users screen is displayed.

  7. At the Invite Users screen, you can start inviting users by entering the user details. Enter the username, email ID, and role and then click Invite. An activation link is sent to the respective email IDs.

Once you have invited required users, click Finish. The CloudVerse Dashboard is displayed.

Last updated