Account & Security
Account Settings
Manage your Vantage account settings; configure personal profiles, API tokens, organizational settings, currency preferences, and user access controls.
From the Vantage account Settings page, you can edit your personal profile, create API access tokens, and configure organizational settings.
From the top navigation bar of the Vantage console, click Settings. On the side navigation bar, review the options under General Settings.
Vantage offers two options for displaying currency within the console: a Display Preference and Currency Conversion.
Your settings are automatically saved and available on your reports.
Click the ellipses (…) next to a user’s name to edit or remove a user.
For Enterprise customers who use Teams and Role-Based Access Control, you must also designate a team when creating a Service Token to inherit permissions from. Service Tokens created for Teams outside of the ‘Everyone’ Team can be done by the
To revoke a token, click Delete.
To revoke a token, click Delete.
If you forget your password or would like to change your password, follow the below steps.
General Settings
Only Organization Owners can configure organization settings. See the Role-Based Access Control (RBAC) documentation for details.
Currency Conversion
At this time, presentational currency conversion is available only on Vantage reports, such as Cost Reports, Kubernetes Efficiency Reports, Financial Commitment Reports, and Provider Resource Reports. It is also available on Budgets. Additional scopes will be added soon.
- Display Preference: If your imported costs are already billed in a currency other than USD, you can enable a Display Preference. This lets you view your costs with the appropriate currency symbol—without using Vantage’s currency conversion rates. This option is ideal for users who prefer their costs to reflect the currency in which they are billed.
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Currency Conversion: With Currency Conversion, you can choose to view costs in a different currency by converting amounts using exchange rates. This is configured per workspace and offers two options:
- Previous Month’s Closing Rate: Uses the closing exchange rate for the last day of the previous month.
- Daily Rate: Applies the current exchange rate for each day.
Enable Display Preference
To enable a display preference:1
From the top navigation, click Settings
2
On the side navigation, click Workspaces. All your existing workspaces are displayed. Select the workspace where you want to configure your display preference.
3
At the top of the Workspaces page, under Currency Settings > Display Preference, select your preferred currency from the list. Reports will now display your selected currency symbol next to costs.
Enable Currency Conversion
To enable currency conversion:1
From the top navigation, click Settings
2
On the side navigation, click Workspaces. All your existing workspaces are displayed. Select the workspace where you want to enable currency conversion.
3
At the top of the Workspaces page, under Currency Settings > Currency Conversion, select Enable, then select your preferred currency from the list.
Anything currently set in the Display Preference section is overridden by your currency conversion selection.
4
For Exchange Rate Dates, select one of the following conversion date options. For the most accurate results, use the currency method in which you are billed:
- Daily Rate: Vantage maintains a daily snapshot of exchange rates to provide estimated currency conversions. With the Daily Rate option, the costs’ corresponding daily exchange rate will be used for the conversion.
- End of Billing Period Rate: Vantage matches each cost entry to the last date of the corresponding month in which the cost was incurred.
If you disable currency conversion, your presentational currency will default back to USD.
Manage Workspaces
Provider integrations are organized into workspaces. From the Workspaces section, you can manage each of your workspaces as well as create a new one. See the Workspaces documentation for more information.View Billing & Plans
From the Billing & Plans section, you can view your usage, current plan, and previous payments/invoices. If you need to use a different email address for invoicing, please contact Vantage Support at support@vantage.sh.Invite Users to Your Account
From the People section, you can invite new users, view a user’s role and team associations, and remove users. To invite a new user:1
Access People Management
Under General Settings, select People.
2
Invite New User
Click Invite People.
3
Enter User Details
Enter the user’s email and select a role and associated teams.
4
Send Invitation
Click Send Invitation. The new user’s name will appear in the People list with Invite Pending as well as a link to Resend the invite.
Configure Teams
See the Role-Based Access Control (RBAC) documentation for details on team configuration.Configure Authentication
Vantage supports many Single Sign-On (SSO) options. See the SSO documentation for more information.Configure Integrations
Configure provider integrations from the General settings. See the Integrations documentation for more information.Create an API Token
You can use the Vantage API to programmatically access cloud pricing data.Create a Vantage API Service Token
Service tokens are associated with an account, not with an individual user. If creating a Service Token for the entire account using the ‘Everyone’ team, you must have theOwner or Integration Owner role
All Service Tokens created in non-Enterprise accounts are assigned to the ‘Everyone’ team.
Owner, Integration Owner, and Editor role.
To generate an API service token:
1
On the left navigation of the Settings screen, select API Access Tokens.
2
Enter a new token name, choose a team (if applicable), select the Read and/or Write scope, and click Create.
3
Click Show to reveal and copy your token.
Create a Vantage API Personal Access Token
Personal access tokens are associated with the user who created the token. To generate an API personal access token:1
On the left navigation of the Settings screen, select API Access Tokens, then navigate to the Personal Access Tokens tab.
2
Enter a new token name, select the Read and/or Write scope, and click Create.
3
Click Show to reveal and copy your token.
Personal Settings
From the top navigation bar of the Vantage console, click Settings. On the side navigation bar, review the options under Personal Settings.Update Your Profile
In the Profile section, you can change your display name as well as your email address. Note that changing your email will log you out and require you to re-confirm. You can also select a default dashboard that’s displayed when you navigate toconsole.vantage.sh. See the Default Dashboards documentation for details.
Reset Your Password
The following steps are for users who directly sign in to Vantage.
1
From the top-right corner of the console, click the profile icon, then click Logout.
2
You will return to the Login screen. Type your email in the Email Address field. Then, click Continue.
3
On the Sign In page, click Forgot your password? and enter your email again.
4
You will receive an email with a link to reset your password. Click confirm the password change, then enter a new password.
5
Click the right-facing arrow, then go to console.vantage.sh to sign in with your new password.