Adding and managing users

Owned by Dhanraj Tijare (Unlicensed)
Last updated: Sept 27, 2020
5 min read

You can add or manage users with BillOps user role to perform any of the following tasks according to the assigned user role:

  • Define rate lines

  • Define or import rate packs

  • Account for any adjustments such as managed services or managed discounts,

  • Generate monthly bills

  • Approve monthly bills.

Note:

  • Only users with Admin user role can add new users.

  • For using the Aquila Clouds BillOps platform for managing bills for cloud resource usage, assign only BillOps user roles to the users.

This topic explains you to:

Add a new user

  1. On the side navigation bar, select the ADMINISTRATION tab, and click User Management.

    Aquila Clouds displays the User Management page.

     

  2. On the User Managements page, click ADD.

    Aquila Clouds displays the Add User page.

  3. Enter the following details.

    • Active: Toggle on to set the user to active user.

    • Role: Select any one of the following roles for the new user:

      • BillOps Admin: A user with this role can define rate cards, define or import rate packs, account for managed services, define managed discounts, generate monthly bills, approve the bill.

      • BillOps Operator: A user with this role can import rate packs, account for managed services, define managed discounts, generate finalized monthly bills and send it for approval to BillOps Admin or BillOps Reviewer users.

      • BillOps Reviewer: A user with this role can access all views and can change the state of the bill to Internal Approved.

    • Email: Type the email address for the required user.

    • Password: Type the required password for the new user.

    • Confirm Password: Type the required password again to confirm.

    • Authentication: Select the required authentication mode for the new user.

  4. Click Next.

    Aquila Clouds displays the options to configure cloud account details on the Add User page.

  5. Enter the following details and click Add.

    • Cloud Services: Select the check box for the required cloud service to which this new user has access permissions.

    • AWS Accounts: Select one or more AWS accounts from the list to which this new user has access permissions.

    • AWS Customers: Select one or more AWS customers from the list for which this new user can generate or approve the bill.

    • Azure Accounts: Select one or more Azure accounts from the list to which this new user has access permissions.

    • CSP Customers: Select one or more CSP customers from the list for which this new user can generate or approve the bill.

    • Stack Accounts: Select one or more Azure Stack accounts from the list to which this new user has access permissions.

    • Stack Subscriptions: Select one or more Azure Stack subscriptions from the list to which this new user can generate or approve the bill.

  6. Click Add.

The new user is created in Aquila Clouds BillOps with the defined permissions for the selected accounts and customers to generate or approve the bill for the resources used.

Edit an existing user

  1. On the side navigation bar, select the ADMINISTRATION tab, and click User Management.

    Aquila Clouds displays the User Management page.

     

  2. On the User Management page, click the following icon for the required user and select Edit.

  3. On the Edit user page, edit the following details.

    • Active: Toggle on or off to modify the state of selected user.

    • Role: Select any one of the following roles to modify the role for the selected user:

      • BillOps Admin: A user with this role can define rate cards, define or import rate packs, account for managed services, define managed discounts, generate monthly bills, approve the bill.

      • BillOps Operator: A user with this role can import rate packs, account for managed services, define managed discounts, generate finalized monthly bills and send it for approval to BillOps Admin or BillOps Reviewer users.

      • BillOps Reviewer: A user with this role can access all views and can change the state of the bill to Internal Approved.

    • Password: Edit to update to the required password for the selected user.

    • Confirm Password: Type the required password again to confirm.

    • Authentication: Modify to change authentication mode for the selected user.

  4. Click Next.

  5. Edit the following details and click Add.

    • Cloud Services: Modify the check boxes to update cloud services to which the selected user has access permissions.

    • AWS Accounts: Modify AWS accounts from the list to which the selected user has access permissions.

    • AWS Customers: Modify one or more AWS customers from the list for which the selected user can generate or approve the bill.

    • Azure Accounts: Modify Azure accounts from the list to which the selected user has access permissions.

    • CSP Customers: Modify one or more CSP customers from the list for which the selected user can generate or approve the bill.

    • Stack Accounts: Modify one or more Azure Stack accounts from the list to which the selected user has access permissions.

    • Stack Subscriptions: Modify one or more Azure Stack subscriptions from the list to which the selected user can generate or approve the bill.

The selected user is modified in Aquila Clouds BillOps with the required permissions for the selected accounts and customers to generate or approve the bill for the resources used.

Delete an existing user

  1. On the side navigation bar, select the ADMINISTRATION tab, and click User Management.

    Aquila Clouds displays the User Management page.

     

  2. On the User Management page, click the following icon for the required user and select Delete.

  3. Click I understand, Delete.

The selected user is deleted from Aquila Clouds BillOps.