Manage multiple customer accounts with Vantage for MSPs.
Term | Definition |
---|---|
Managed Account | A customer account that is provisioned and administered by an MSP. Managed Accounts have full access to Vantage features but cannot manage their own subscription. |
Management Account | The MSP’s central administrative account used to create and oversee customers’ Managed Accounts, manage billing rules, and configure integrations. |
Manager User | A user from the MSP’s organization who accesses a customer’s Managed Account. This user will inherit their role from their user in the Management Account. When logged in to a Managed Account, the Manager User sees visual indicators showing they are acting on behalf of the customer. |
admin+customer@yourdomain.com
.Example 1 - Granting Access to a Managed Account
Example 2 - Denying Access Despite Other Permissions
Example 3 - Using the Everyone Team for Inheritance
Owner | Integration Owner | Editor | Viewer | |
---|---|---|---|---|
View Management Account | ||||
Create resources in Management Account | ||||
Add and remove Managed Accounts | ||||
Add and remove provider integrations | ||||
View Managed Accounts (if access is granted) | ||||
Create resources in Managed Accounts (if access is granted) | ||||
Perform additional administrative capabilities in Managed Accounts, like create new users, create new workspaces, manage teams, modify billing options, manage authentication, and manage Virtual Tags (if access is granted) |
Enter Managed Account
Access Customer Account
lineItem/UnblendedCost
to pricing/publicOnDemandCost
from the AWS Cost and Usage Report. As a result, the following will apply in Vantage:
SavingsPlanCoveredUsage
and DiscountedUsage
usage types.
Example Use Case
You manage 20 customer AWS accounts and buy Savings Plans centrally. You want any of your customers to see only their own discounts. You set up and apply the Remove SP/RI Discounts adjustment to your customers’ Managed Accounts, ensuring any centrally purchased Savings Plans are excluded from customer billing.
Removal of tiered discounts | • Amazon S3 • Amazon CloudFront |
Removal of tiered discounts | Various services that fall under AWS’s free tier, such as: • EC2 (t2.micro and t3.micro) • RDS (750 hrs per month) • S3 (5 GB per month) For a full list of services, see the AWS documentation. |
resource_tag_%
columns, which are AWS- and user-defined tag keys that are unique to each account.FROM
or SET
clause to specify which dataset your rule targets (e.g., FROM aws
):
Dataset | Description |
---|---|
aws | Raw AWS CUR data. Rules written against aws only affect how data appears in Vantage and do not modify the original CUR file. |
costs | Vantage-processed cost data. Use when inserting or adjusting normalized costs. |
Operation | Description |
---|---|
UPDATE | Adjust an existing cost value, such as applying a percentage discount. |
DELETE | Remove specific line-items from being billed. |
INSERT | Add new line-items, like charges or credits, into the costs dataset. |
aws."lineItem/LineItemType"
).
Autocomplete is supported in the Vantage console. As you type, a list of available matching columns is displayed alongside your syntax. A complete list of available columns is also shown to the left of the SQL input field.
start_date
and end_date
fields to define the application period. If SQL date conditions conflict with the rule’s configured dates, the rule may not apply as expected.Tip: To see Category names, navigate to the Cost Reports screen and create a new Cost Report. Above the graph, expand the Group By menu and select Category. A list of existing category options is displayed.