General Settings
Only Organization Owners can configure organization settings. See the Role-Based Access Control (RBAC) documentation for details.
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. These tokens ensure that any changes to specific users within your Vantage account will not disrupt automated workflows.All Service Tokens created in non-Enterprise accounts are assigned to the Everyone team.
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On the left navigation of the Settings screen, select API Access Tokens.
2
Enter a new token name, choose a team (Enterprise accounts), 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.
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 [email protected].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:| 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 [email protected] 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.
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.
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.
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 only on Vantage reports, such as Cost Reports, Kubernetes Efficiency Reports, Financial Commitment Reports, Budgets and Budget Alerts, 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.
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.
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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.