General Settings
Only Organization Owners can configure organization settings. See the Role-Based Access Control (RBAC) documentation for details.
Create an API Token
Create API tokens to authenticate requests to the Vantage API. See the API Reference documentation for more information.View Audit Logs
View a complete audit trail of actions taken in your Vantage account, including changes to resources, user actions, and FinOps Agent activities. See the Audit Logs documentation for more information.Configure Authentication
Vantage supports many Single Sign-On (SSO) options. See the SSO 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.Configure Integrations
From the Integrations section under General Settings, you can view and manage all your provider integrations. This page displays all connected providers, their connection status, and allows you to configure workspace access for each integration.Integration Status
Each integration displays a status indicator that shows the current state of the connection:| Status | Description |
|---|---|
| Stable | The integration is connected and functioning normally. Cost data is being imported successfully. |
| Importing | The integration is actively importing data for the first time and hasn’t been assigned to any workspaces yet. This status appears during the initial data import process. Once the integration is assigned to a workspace or the initial import completes, the status will change to Stable. |
| Warning | Some accounts within the integration have failed imports, but other accounts are still functioning normally. This status appears when you have multiple accounts connected (e.g., multiple AWS accounts or Azure subscriptions) and some are experiencing import failures while others continue to import successfully. Review the integration settings for the affected accounts to identify and resolve any issues. |
| Error | The integration has encountered an error and is not functioning properly. Check the integration settings, verify credentials, or contact support@vantage.sh for assistance. |
The Importing status is only shown for integrations that are actively importing data for the first time and haven’t been assigned to any workspaces. This provides visibility into the integration setup process.
Integration Troubleshooting
If your integration is not importing data as expected, use the guidance below to diagnose common issues.Duplicate Integrations Causing Double-Counted Costs
If costs for a provider appear to be exactly double the expected amount, you may have two integrations importing the same data. This can happen when a provider is connected multiple times with different credentials that access the same underlying billing data. To check for duplicates:Review connected integrations
Navigate to Settings > Integrations. Select a provider. The Manage tab is displayed. Look for multiple entries for the same provider.
Compare account identifiers
Select an integration to view its Manage Connection page. Some integrations display an associated account ID that you can compare. If two integrations are showing the same costs, one is likely a duplicate.
Remove the duplicate
Before you delete an integration, you can toggle integrations on and off per workspace without fully removing it. See the workspaces documentation.
Connection Errors After Credential Changes
If you rotated API keys, client secrets, or service account credentials in your provider without updating Vantage, the integration will enter an Error state. To resolve this, generate new credentials in your provider’s console and add them to Vantage. For provider-specific credential rotation steps, see the documentation for your provider (e.g., Azure client secret, Snowflake public key).Data Delays After Initial Connection
After connecting a new integration, cost data typically appears within 24–48 hours. Some providers may take longer for the initial backfill of historical data. During this time, the integration status shows Importing. If data has not appeared after 48 hours and the status still shows Importing or has moved to Error, contact support@vantage.sh.Configure FinOps Agent
Manage FinOps Agent settings, including automation preferences, recommendation types, and Slack channel configuration. See the Vantage FinOps Agent documentation for more information.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:
Click the ellipses (…) next to a user’s name to edit or remove a user.
Tags
Manage provider tags and create Virtual Tags to organize and allocate costs across your cloud infrastructure. See the Tagging documentation for more information.Configure Teams
See the Role-Based Access Control (RBAC) documentation for details on team configuration.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.Currency Conversion
At this time, presentational currency conversion is available on Vantage reports, such as Cost Reports, Kubernetes Efficiency Reports, Financial Commitment Reports, Budgets and Budget Alerts, Provider Resource Reports, and Cost Alert email notifications. It is also available on Cost Recommendations.
- 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:
- End of Billing Period Rate: Uses the closing exchange rate for the last day of the month in which the cost was incurred.
- Daily Rate: Applies the current exchange rate for each day.
Enable Display Preference
To enable a display preference:On the side navigation, click Workspaces. All your existing workspaces are displayed. Select the workspace where you want to configure your display preference.
Enable Currency Conversion
To enable currency conversion:On the side navigation, click Workspaces. All your existing workspaces are displayed. Select the workspace where you want to enable currency conversion.
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.
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.
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.
You will return to the Login screen. Type your email in the Email Address field. Then, click Continue.
You will receive an email with a link to reset your password. Click confirm the password change, then enter a new password.
Click the right-facing arrow, then go to console.vantage.sh to sign in with your new password.
Additional Account Information
Data Retention
Vantage retains cost data for a default period of 6 months. This retention period determines how far back you can view, filter, and analyze cost data across Cost Reports, Financial Commitment Reports, and other features. Your forecast duration also matches your retention period—for example, with 6 months of retention, you can forecast up to 6 months into the future. The following retention defaults apply:| Data Type | Default Retention |
|---|---|
| Cost data (all providers) | 6 months |
| Network Flow Logs | 7 days |
Extended data retention is available for customers who need longer historical analysis. Contact support@vantage.sh to discuss extending your retention period.
Email Notifications
Vantage sends the following emails to account contacts and Organization Owners.- Account contact: The primary email address associated with your Vantage account. This is the email used during account creation and serves as the main contact for billing and account lifecycle communications.
- Organization Owner: Any user assigned the Organization Owner role. There can be multiple Organization Owners on a single account.
Emails Sent to Account Contact
| Description | |
|---|---|
| Data Ingestion Complete | Sent when new cloud cost data is imported and new providers are detected |
| Autopilot Monthly Savings | A monthly summary of savings generated by Autopilot |
| Payment Processed - Thank You | Sent when a subscription payment is successfully processed. Includes a PDF invoice attachment. Also CC’d to any billing emails on the account |
| Subscription Cancellation Confirmation | Sent when the account’s subscription is cancelled |
| Subscription Reactivation Confirmation | Sent when a previously cancelled subscription is reactivated |
| Subscription Payment Failure | Sent when a subscription payment fails |
| Welcome to your Vantage Free Trial | Sent when a free trial begins |
Emails Sent to Organization Owners
| Description | |
|---|---|
| Expiring Financial Commitment / Expiring Savings Plan / Expiring Reserved Instance | Sent to each Organization Owner when Reserved Instances or Savings Plans are approaching expiration. The subject line varies based on the type of commitment |
| Request for FinOps Agent Installation | Sent to Organization Owners when a team member requests that the FinOps Agent be enabled |
| Flow Log Ingestion Complete / Data Ingestion Complete | Sent to Organization Owners when service data (e.g., VPC flow logs) finishes ingestion |
| Savings Plan Purchased | Sent to Organization Owners after Autopilot purchases a Savings Plan |
| Savings Plan recommendation generated | Sent to Organization Owners when a new recommendation is ready for review |