The initial Admin user will receive the initial email to begin to onboard users to FinOps Center.
The Recommended approach is to Create an Initial Financial Admin users and one Product Owner to assist with populating the installation with data.
From the Business Requirements, the Financial Admin can create the Organization Naming from configuring the Budget Screen or via CSV Upload.
Additional Post Installation Steps include updating the application with your company's logo and customizing the Amazon Cognito Welcome Email.
Once the Initial User Admin receives the Cognito Email they can create the initial Financial Admin User. Prior to creating user, its best practice to configure the Welcome Email in Cognito.
Add Users
Users Lists
Update User Role
Import via Cognito Console
As an alternative to adding Users via the FinOps Center Application, Admins can log into the Delegated Admin/Data Collection Account and navigate to Cognito->FinOpsCenterPool
Create Import Job
In the provided csv, complete rows:
L for Customer Role of User
N for Email address of User
O for Email Validation to True
V for the Username for FinOps Center
During installation, default Lamda Limits are set for 3008MB.
Targeted Lamda Function to increase
UsagesLambdaHandler
UsagesLambdaHandler
Customers can update the header and login logo in the FinOps Center implementation
Customers' logo needs to have the file name customer-logo and format svg. (if you have image in different format they must be converted to svg.)
The logo gets uploaded in the s3 bucket of the frontend application in the root directory.
You can add any QuickSight Dashboard to FinOps Center by adding the Dashboard ID and adding your application URL to the Embedded Dashboard management page. (Resticted to Financial Admin, Vendor Manager, and Admin Users.
In QuickSight, add the Dashboard to the Group you wish to view in FinOps Center
In the URL is the Dashboard ID for your QuickSight Dashboard
Add Dashboard ID to the Configuration Page in FinOps Center
Navigate to Reporting Page to View
To accelorate Environment Setup, your Cloud Engineer can navigate to the Step Functions in the AWS Console.
Select the CURProcessingStateMachine
{
"source": "scheduler",
"timestamp": {
"props": {
"inputPath": "$.time"
}
}
}Add the above once the Start Execution has been selected
Upon completion of the FinOps Center installation, log into the AWS Account of the applicatoin and navigate to the Amazon Cognito Service and the FinOpsCenterPool
In the left hand navigation, click on the Manage Template and sellect Invitation Message then Edit.
Add Welcome to FinOps Center in the Subject
The Recommended HTML that requires an update for your FinOps Center URL
Note: href needs to be changed to application url
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Welcome to FinOps Center</title>
<style type="text/css">
/* Import Lato font */
@import url('https://fonts.googleapis.com/css2?family=Lato:wght@400;700&display=swap');
/* Reset styles for email clients */
body, table, td, p, a, li, blockquote {
-webkit-text-size-adjust: 100%;
-ms-text-size-adjust: 100%;
}
body {
margin: 0;
padding: 0;
font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif;
line-height: 1.6;
color: #333333;
background-color: #f0f4f8;
}
table {
border-spacing: 0;
border-collapse: collapse;
mso-table-lspace: 0pt;
mso-table-rspace: 0pt;
}
img {
border: 0;
height: auto;
line-height: 100%;
outline: none;
text-decoration: none;
-ms-interpolation-mode: bicubic;
}
/* Main container */
.container {
max-width: 600px;
margin: 0 auto;
background-color: #ffffff;
border-radius: 8px;
overflow: hidden;
box-shadow: 0 3px 10px rgba(0, 0, 0, 0.1);
}
/* Header */
.header {
padding: 30px 0;
text-align: center;
background-color: #000000;
color: #ffffff;
}
/* Logo */
.header img {
border: 0;
display: block;
margin: 0 auto;
max-width: 80%;
height: auto;
}
/* Content */
.content {
padding: 30px;
font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif;
}
/* Credentials box */
.credentials-box {
background-color: #e0f7fa;
border: 1px solid #b2ebf2;
border-radius: 5px;
padding: 20px;
margin: 20px 0;
font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif;
}
.credentials-item {
margin-bottom: 10px;
}
.credentials-label {
font-weight: bold;
display: inline-block;
width: 120px;
font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif;
color: #00363a;
}
.credentials-value {
font-family: monospace;
background-color: #ffffff;
padding: 3px 6px;
border-radius: 3px;
border: 1px solid #b2ebf2;
color: #006064;
}
/* Button */
.button-container {
text-align: center;
margin: 30px 0;
}
.button {
display: inline-block;
background-color: #ffc107;
color: #333333 !important;
text-decoration: none;
padding: 12px 30px;
border-radius: 4px;
font-weight: bold;
font-size: 16px;
font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif;
box-shadow: 0 2px 5px rgba(0, 0, 0, 0.1);
}
/* Footer */
.footer {
padding: 20px;
text-align: center;
font-size: 12px;
color: #666666;
background-color: #e0f7fa;
font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif;
border-top: 1px solid #b2ebf2;
}
a {
color: #00838f;
text-decoration: underline;
}
/* Responsive adjustments */
@media screen and (max-width: 600px) {
.container {
width: 100% !important;
border-radius: 0;
}
.content {
padding: 20px !important;
}
.credentials-label {
display: block;
width: 100%;
margin-bottom: 5px;
}
}
</style>
</head>
<body>
<table width="100%" border="0" cellpadding="0" cellspacing="0" bgcolor="#f0f4f8">
<tr>
<td align="center" style="padding: 40px 0;">
<table class="container" width="600" border="0" cellpadding="0" cellspacing="0">
<!-- Header -->
<tr>
<td class="header">
<img src="https://finopscenterlogobin.s3.amazonaws.com/FinOpsCenter_VerticalLogo_Main.png" alt="FinOps Center Logo" width="250" style="max-width: 80%; height: auto; display: block; margin: 0 auto;">
</td>
</tr>
<!-- Content -->
<tr>
<td class="content">
<p style="font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif; color: #333333;">Hello,</p>
<p style="font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif; color: #333333;">Your FinOps Center account has been created successfully. Below are your login credentials:</p>
<!-- Credentials Box -->
<div class="credentials-box">
<div class="credentials-item">
<span class="credentials-label">Username:</span>
<span class="credentials-value">{username}</span>
</div>
<div class="credentials-item">
<span class="credentials-label">Temporary Password:</span>
<span class="credentials-value">{####}</span>
</div>
</div>
<p style="font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif; color: #333333;">For security reasons, you will be required to change your password upon your first login.</p>
<!-- Button -->
<div class="button-container">
<a href="https://<<FinOps Center/login" class="button" style="font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif;">Access FinOps Center</a>
</div>
<p style="font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif; color: #333333;">If you have any questions or need assistance, please visit <a href="https://www.finopscenter.com/support" style="font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif; color: #00838f;">www.finopscenter.com/support</a>.</p>
<p style="font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif; color: #333333;">Thank you,<br>The FinOps Center Team</p>
</td>
</tr>
<!-- Footer -->
<tr>
<td class="footer">
<p style="font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif; color: #666666;">© 2025 Cloud Scal3 Inc. All rights reserved.</p>
<p style="font-family: 'Lato', 'Helvetica Neue', Helvetica, Arial, sans-serif; color: #666666;">This is an automated email. Please do not reply to this message.</p>
</td>
</tr>
</table>
</td>
</tr>
</table>
</body>
</html>
