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 update any billing details on your invoices, such as email address or company name, 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.1
From the top navigation, click Settings.
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On the left navigation, under General Settings, click Integrations.
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All your provider integrations are displayed. You can view the status of each integration and manage workspace access by clicking the settings icon next to an integration.
Integration Status
Each integration displays a status indicator that shows the current state of the connection: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:1
Review connected integrations
Navigate to Settings > Integrations. Select a provider. The Manage tab is displayed. Look for multiple entries for the same provider.
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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.
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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 RSA keys).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.Integration Is Stable but Costs Are Missing in Reports
If an integration shows Stable but you still cannot find its costs in reports, the most common cause is workspace visibility rather than a broken connection. Use the following checks:1
Confirm the integration is assigned to your workspace
Go to Settings > Integrations, open the provider connection, and verify that the relevant workspace is selected under Workspace Access. See Workspaces.
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Confirm you are viewing the correct workspace
Switch to the workspace where the integration is assigned. Reports in other workspaces will not include that provider’s data.
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Confirm your team can view that workspace
If your organization uses RBAC, make sure one of your teams has access to that workspace. A healthy integration can still be invisible if your team does not have workspace access.
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:1
Access People Management
Under General Settings, select People.
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Invite New User
Click Invite People.
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Enter User Details
Enter the user’s email and select a role and associated teams.
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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.
The People page displays a Last Login timestamp for each user, showing when they last accessed the Vantage console. This information is also available via the Vantage API as the
last_seen_at field in the user object.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 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.
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On the side navigation, click Workspaces. All your existing workspaces are displayed. Select the workspace where you want to configure your display preference.
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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.
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On the side navigation, click Workspaces. All your existing workspaces are displayed. Select the workspace where you want to enable currency conversion.
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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.
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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: Uses the closing exchange rate for the last day of the previous month.
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.
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From the top-right corner of the console, click the profile icon, then click Logout.
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You will return to the Login screen. Type your email in the Email Address field. Then, click Continue.
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On the Sign In page, click Forgot your password? and enter your email again.
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You will receive an email with a link to reset your password. Click confirm the password change, then enter a new password.
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Click the right-facing arrow, then go to console.vantage.sh to sign in with your new password.
Additional Account Information
Cost Display and Rounding
Vantage calculates accrued costs from full-precision data and rounds up to two decimal places for display. Individual line items in reports are also rounded independently. Because of this rounding behavior, the displayed total may differ by a few cents from the sum of the displayed line items. For example, if you sum the individual line items shown in a Cost Report, you may notice a small discrepancy (typically a few cents) compared to the total displayed at the top of the report. This is expected behavior and occurs because each cost value is rounded independently before being displayed.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: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.