There are 2 ways to onboard an AWS MSP Account.

• Add MSP Account

• Promote MSP Account

Adding an MSP Account

With the credentials of AWS we can directly go ahead and add an MSP Account.
To add an MSP account,

1. Login to the portal as an admin.

2. Navigate to ADMINISTRATION > ACCOUNT MANAGEMENT. The list of accounts are displayed.

3. In the left navigation panel, expand AWS . Two options, MSP and Non-MSP are displayed.

4. Select MSP. The list of MSP accounts are displayed in a tabular format.

1. Click ADD MSP ACCOUNT. The Add MSP Account window is displayed.

1. Enter the relevant information in the ACCOUNT ID field.

2. If you are an admin, use the admin access toggle button to indicate the same.

3. Use the relevant toggle buttons to enable or disable the following capabilities:

   • Spend Analysis

     • Enabling AWS Cost Explorer

   • Instance Right Sizing - Reserved Instance Planning

     • Enabling Cost and Usage Report

   • Instance Right Sizing - Reserved Instance Planning

     • Enabling access to AWS S3 bucket with CUR data

   • Security / Compliance

     • Enabling AWS Config

4. Click DONE. A new MSP account is created.

Promoting an MSP Account

If an AWS (Non MSP) account is already boarded by the customer, then to make it an MSP account, we need to Promote the Account.
Once the account is Promoted the account would show up in the MSP tab and disappear from the Non MSP section.
Perform the procedure detailed below to promote a MSP account,

1. Login to the portal as an admin.

2. Navigate to ADMINISTRATION > ACCOUNT MANAGEMENT. The list of accounts are displayed.

3. In the left navigation panel, expand AWS . Two options, MSP and Non-MSP are displayed.

4. Select MSP. The list of MSP accounts are displayed in a tabular format.

1. Click PROMOTE MASTER ACCOUNT. The Promote to MSP Account window is displayed.

1. Select an appropriate option from the Account Id dropdown list. The Account Name text box gets auto populated.

2. Enter the S3 bucket name in the Billing S3 Bucket Name text box.

3. Click PROMOTE ACCOUNT. The necessary account is promoted.

Deleting a MSP Account

To delete a MSP account,

1. Login to the portal as an admin.

2. Navigate to ADMINISTRATION > ACCOUNT MANAGEMENT. The list of accounts are displayed.

3. In the left navigation panel, expand AWS . Two options, MSP and Non-MSP are displayed.

4. Select MSP. The list of MSP accounts are displayed in a tabular format.

1. Navigate to the row that consists of the account that you want to delete, and click

   

   icon. A list is displayed.

1. Select Delete MSP Account and click. A confirmation window appears.

1. Click Delete. The associated MSP account is deleted.

Editing a MSP Account

To edit a MSP account,

1. Login to the portal as an admin.

2. Navigate to ADMINISTRATION > ACCOUNT MANAGEMENT. The list of accounts are displayed.

3. In the left navigation panel, expand AWS . Two options, MSP and Non-MSP are displayed.

1. Select MSP. The list of MSP accounts are displayed in a tabular format.

1. Navigate to the row that consists of the account that you want to delete, and click

   

   icon. A list is displayed.

1. Select Edit MSP Account, and click. The Edit Account window is displayed.

1. Edit the necessary fields based on the requirements. It must be noted that the following fields cannot be edited.

   • Account Id

   • External Id

2. Click Save. The account is edited successfully.

NOTE: From the Default Pricing Plan dropdown menu, select the pricing plan that would be applied to customers by default.