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Getting started ​

CloudSmart works against the AWS accounts you connect. Connecting an account is a short, guided flow: you name the account, deploy a small CloudFormation access template into it, and let CloudSmart verify the connection. Once an account is verified, its dashboards and features light up.

1. Add an AWS account ​

From Accounts & Setup, start Add AWS account and provide:

  • Account name — how the account appears in the account switcher.
  • AWS account ID — the 12-digit seller account you use for AWS Marketplace.

2. Deploy the access template ​

CloudSmart never asks for AWS keys. Instead it uses a CloudFormation stack that creates a role (CloudSmartAccess) CloudSmart can assume into your account, scoped to the capabilities the app needs.

The setup flow gives you a one-click quick-create link that opens the AWS CloudFormation console with everything pre-filled:

  • Stack name cloudsmart-feenix
  • Region us-east-1
  • Your unique CloudSmart External ID already filled in

Review the form and click Create stack. The CloudSmart External ID ties the role back to your tenant — keep the pre-filled value. The form also has a separate ExternalID parameter used by the Feenix integration; fill it per your Feenix setup (CloudSmart does not read it).

3. Verify ​

Back in CloudSmart, click Verify. The app assumes the CloudSmartAccess role and probes each capability. Results are shown per capability:

  • Role reachable confirms the stack deployed and the CloudSmart External ID matches.
  • Each feature (offers, CRM, dashboards, and so on) lights up as its permissions are found.
  • Any missing actions are listed — partial results are fine; features light up per account as permissions land. If something is missing, re-deploy the latest template to add it.

The first account you add becomes the default in the account switcher. Verification backfills the default only if no default is set yet.

What's next ​

Stuck on setup? See the FAQ for the most common connection errors.