Get up and running
A guided checklist walks you from an empty organization to your first collected inventory. It is derived from your real data, so it always shows where you are.
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The getting started guide
Shown instead of the other pages until at least one source has connected.
- 1. Organization
- Create an organization: the space that holds your accounts, members, budgets and settings.
- 2. Add an account
- Pick a provider and give the account a recognisable name. Kubernetes clusters are registered instead of connected with credentials.
- 3. Connect it
- Enter read-only credentials. They are tested as soon as you save, and the result appears at the top of the page.
- 4. First collection
- Use Collect now. The page reloads by itself when the first inventory lands.
- 5. Invite your team
- Optional: invite people with a role, or dismiss the step if you work alone.
Once you are connected
- Dashboard
- Scores, the biggest opportunities and where your money goes.
- Needs attention
- The organization page lists configuration problems worth fixing, such as permission errors, unverified credentials, stale syncs and pending invitations. It disappears when everything is fine.
- Take a tour
- Most pages have a Take a tour button with a short walkthrough, and a Help button that opens the matching documentation.
- Assistant
- The Assistant button at the bottom right of every page answers questions about the product and about your data (see Assistant).
- Contact support
- Reach our team from the sidebar at any time (see Support).