Connect your linked accounts

There are few methods to connect your linked accounts:

1. Connect All Linked Accounts - Current & Future (Recommended 💫)
   Use a Stack in your payer account that grants read-only permissions to all current and future linked accounts under your payer account. This ensures that any new linked accounts will automatically be included without requiring any action.

2. Connect All Current Available Linked Accounts- Current
   This StackSet will propagate the necessary read-only permissions across all linked accounts under the payer account.

   Note: In case some of your linked accounts already have the needed permissions, this option is not relevant. Instead, we recommend using the third option.

3. Connect Linked Accounts Based on Tagging
   Create a Stack in your payer account that applies read-only permissions to linked accounts based on specific tags. This way, only accounts with the defined tag will be connected to Umbrella.

4. Connect Each Linked Account manually via the Umbrella UI
   Best suited for small accounts. You can manually connect each linked account from within the Umbrella interface by assigning read-only permissions for each account.

Connect All Linked Accounts (Including all future Accounts)

1. From Umbrella's main page click on Account.

2. Click on the Cloud Accounts tab and copy the external ID value of your account.

3. Log into the AWS console for the payer account: https://aws.amazon.com/

4. Navigate to CloudFormation > Stacks and click on Create Stack.

   

3. For the Prepare template, select the Choose an existing template. Then, select Upload a template file, upload the following file, and click on Next.

3. Choose a name for the Stack, enter the external ID you copied in step #2, and click on Next.

   

4. Click on Next.

5. On Umbrella, navigate to Accounts > Linked account page, and click on Validate All Connection to validate a successful connection.

   

7. You will start seeing recommendations the next time your invoice runs (which occurs automatically every day).

Connect All Linked Accounts Under the Payer Account

1. From Umbrella's main page click on Account.

   
   

2. Click on the Cloud Accounts tab and copy the external ID value of your account.

   

3. Log into the AWS console for the payer account: https://aws.amazon.com/

4. Navigate to CloudFormation > StackSet and click on Create StackSet.

   

5. Use the following template URL and click on Next.
   https://pileus-cloudformation-public.s3.amazonaws.com/PileuseOnboardingCFT.json

   

6. Name the StackSet, enter the External ID you copied in Step 2, and Click on Next.

   

7. (Optional) Enter any tags, select Inactive or Active execution, and click on Next.

8. Configure the deployment options (setting a region is required) and click on Next.

   

9. Review your settings, and click Submit.

10. On Umbrella, navigate to Accounts > Linked account page, and click on Validate All Connection to validate a successful connection.

    
    

11. You will start seeing recommendations the next time your invoice runs (which occurs automatically every day).

Connect Linked Accounts Based on Tagging

1. From Umbrella's main page, click on Account.

2. Click on the Cloud Accounts tab and copy the external ID value of your account.

3. Log into the AWS console for the payer account: https://aws.amazon.com/

4. Navigate to CloudFormation > Stacks and click on Create Stack.

5. Choose the options as displayed below, upload the following file, and click on Next.

   

6. Choose a name for the Stack, enter the external ID you copied in step #2, and click on Next.

   

7. Click on Next.

8. For each linked account that you want us to apply the policy with permissions for, add the following tag: Umbrella: onboarded

9. On Umbrella, navigate to Accounts > Linked account page, and click on Validate All Connection to validate a successful connection.

   

10. The next time your invoice runs (which occurs automatically every day), you will start seeing recommendations.

Manual Connection for Each Linked Account via the Umbrella UI

1. In the AWS Console, log in to the linked account that you would like to connect to Umbrella.

2. On the Umbrella platform, click your username (in the top right corner) and click Account.

   

3. Click the Linked Accounts tab.

4. Click Open AWS platform to connect in the relevant linked account row.
   You will be redirected to a CloudFormation stack creation page, where the Umbrella role will be created for the linked account.

5. In the AWS Console, click Create Stack.
6. On the Umbrella platform, click on Validate Connection to validate a successful connection.
   Note: In case you want to connect multiple linked accounts you can click on Validate All Connections

You should now see that the Verification Status is connected as displayed below.