Select a cloud account

Select a cloud account

Select a cloud account

You can specify the account to be viewed in the main menu, such as the dashboard, through ‘Select Cloud Account’.

 

 

In the dashboard or main submenu, select the target account you wish to view in the upper right corner. [Select Account]You can select it by clicking the button.

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Click on the button to enlarge 'Select Cloud Account' Entering the screen,
Initially, all accounts with permissions are selected by default, as shown in the image below.
Check or uncheck the basic search target account [Apply Selection] You can change it by clicking the button.

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On the account selection screen, you can search for accounts by CSP, company, service name, etc. through the filter setting/search function, select accounts, and register them as favorites. The result value table is sorted to help you find the account you want more easily.

We have also improved management convenience by prioritizing the exposure of accounts that have recently incurred expenses and are currently in use.

(The initial selection is accounts that have incurred expenses within the past 6 months, and you can select accounts that have incurred expenses within the past 3 months or all accounts to check.)

However, accounts selected using the above method will revert to their initial state when you log out and then log in again.

If you want to set a frequently used basic search target account as the default search target, you can use it by pre-designating your favorite accounts in the [My List] menu.

(Only the accounts selected in Favorites will be selected when you log in next time, making it more convenient to use.)

[Favorites] -> [My List] Feature Improvement Guide (2025.02)

In the case of the existing favorites function, only one list could be managed as shown in the screen below, so users who manage multiple clients, users who manage multiple operation levels (operation/development/notification, etc.), and users who manage multiple accounts at the project level rather than the account level, such as GCP, experienced inconveniences.

 

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We are launching the [My List] feature in 2025 to improve the user convenience of the cloud account designation method by allowing you to save multiple favorite lists.

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Guide to moving default group for existing favorites function users

For those who have previously designated frequently used accounts as favorites, the list of managed accounts has been moved to the ‘default group’ through the initial deployment as shown below.

You can check the account list by clicking the [Open List] button, and you can check the work history by clicking the ‘List Edit History’ icon.

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Guide to searching for favorite function group name/tag/filter

You can easily search for your desired favorite groups by group name, tag, CSP, company, service name, etc. through the group name search / tag search / filter search function.

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View list of favorite groups, edit history and account list

You can check the group's list modification history by clicking the [View List Modification History] button. You can also check the account list by clicking the [Open List] button.

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Example of creating a new favorites list

[Link] Video on how to use the account favorites feature using the 'My List' feature

  1. Click the [Create New List] button.

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  2. A list of all accounts you have authority over will appear in the form of [List Details]. Enter the list name and list description, and check the accounts you want to add to your favorites.

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  3. Enter tags and (optional) click the Save button to save the list

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  4. Check the new list of saved favorites, and if any modifications are needed, click the ‘Modify’ button to save again in the [List Details] screen.
    To finalize the created favorites list as a target account to be viewed within the dashboard or main submenu, click the ‘Apply Selection’ button.
    The selected group will be applied and will also be applied to the entire account list.
    When you click the ‘Select Default Group’ button, the target account that is viewed in the dashboard or main submenu when you log in will be applied to the selected group.
    When you click the ‘Select Default Group’ button, the button will change to the ‘Deselect Default Group’ button. When you click the ‘Deselect Default Group’ button, the default group will be deselected.
    If no default group is selected, the target accounts to be viewed within the dashboard or main submenu will be selected as all accounts in the full account list.

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  5. Clicking the ‘Delete’ button will delete the group

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