Cloud Services

Cost & Asset Management

Onboarding Cost & Asset Management
Published On May 10, 2024 - 4:50 PM

Onboarding Cost & Asset Management

Administrators are required to create and manage organizations, teams, applications, environments, and users.

Learning objective:

  • Create teams, organizations, context types and values to your users. As a CAM Administrator you want create teams and set up their working environment with roles and organization. This helps to set up budgets utilization and permissions access.

Prerequisite

  • Be a CAM Administrator or have the appropriate permissions to perform all steps.
To complete the set up phase, administrators must complete the initial 5 steps in the
User Access Management
platform:

Steps:

Create an organization

  1. On the
    Access User
    platform, click >
    Main menu
      >
    Admin
    >
    User Access
    >
    Organizations
    >
    Organization +
    .
  2. Enter the required information and click >
    Create
    .

Supported Resources:

Create context values

  1. On the main menu click >
    Admin
    >
    Context Type
      >
    Context Type+
    > add
    required information
    >
    Create
    .

Supported Resources:

Create users access

  • On the
    User Access
    platform click >
    User Access+
    > enter the required information > select the specific team >
    Create.

Supported Resources:

Create a team

  • On the
    User Access
    click >
    Create team
    > add required information > add
    Roles and Users
    >
    Create
    .

Assign users and roles to teams

  • On the
    User Access
    click >
    View Details
    >
    Add Role
    > select
    CAM Administrator
    > enter the required information.
  • In
    Business Entities
    click >
    Organizations
    >
    Landing
    > All to apply context values >
    Add
    .

Supported Resources:

Next steps:

These links take you to the next steps after completing the set up of CAM working environment.
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