Account Setup and Organization

Setting up your Stackbooster.io account properly ensures you get the most value from our platform. This guide covers detailed account configuration, organization structure, and user management.

Creating Your Account

If you haven't already created an account, start by:

1. Visiting https://app.stackbooster.io/signup
2. Providing your business email address
3. Setting a secure password (minimum 12 characters with mixed case, numbers, and symbols)
4. Verifying your email through the confirmation link

Organization Configuration

After creating your account, you'll need to set up your organization:

Organization Profile

1. Navigate to "Settings" > "Organization"

2. Complete the following information:

   • Organization name
   • Industry
   • Company size
   • Primary cloud provider(s)
   • Billing address

3. Upload your organization logo (optional but recommended for branding)

4. Set your organization's timezone and preferred notification hours

Teams and Projects

Organizing your resources into teams and projects helps manage access control and reporting:

1. Go to "Settings" > "Teams"

2. Create teams that match your organizational structure (e.g., "Production Infrastructure", "Development", "Data Engineering")

3. For each team:

   • Add team members
   • Assign team roles (Admin, Member, Viewer)
   • Link AWS accounts relevant to the team

4. Create projects within teams to group related clusters

5. Set project-level budgets and cost tracking

User Management

Inviting Users

To invite team members:

1. Navigate to "Settings" > "Users"

2. Click "Invite Users"

3. Enter email addresses (one per line or comma-separated)

4. Select the appropriate role for the invitees:

   • Organization Admin: Full access to all settings and resources
   • Team Admin: Full access to team resources and limited organization settings
   • Member: Can view and manage assigned resources but not change organization settings
   • Viewer: Read-only access to assigned resources

5. Select which teams the users should join

6. Customize the invitation message (optional)

7. Click "Send Invitations"

Role-Based Access Control

Customize what different users can access:

1. Go to "Settings" > "Permissions"

2. Review the default permission templates

3. Create custom roles if needed by:

   • Starting with an existing template
   • Adjusting specific permissions
   • Naming and saving the new role

4. Assign custom roles to users as needed

Single Sign-On (SSO) Configuration

For enterprise customers, setting up SSO integration is recommended:

1. Navigate to "Settings" > "Authentication"

2. Click "Configure SSO"

3. Select your identity provider:

   • Google Workspace
   • Okta
   • Azure AD
   • Generic SAML 2.0
   • Generic OIDC

4. Follow the provider-specific setup instructions

5. Test the SSO connection

6. Enforce SSO for your organization (optional)

Billing and Subscription

Configure your billing details to ensure uninterrupted service:

1. Go to "Settings" > "Billing"

2. Select your subscription plan

3. Add a payment method:

   • Credit card
   • ACH transfer (US only)
   • Invoice billing (enterprise plans only)

4. Set up optional billing alerts when costs reach certain thresholds

5. Download past invoices and usage reports

API Key Management

If you plan to use our API for automation:

1. Navigate to "Settings" > "API Keys"
2. Create a new API key with an appropriate description and expiration date
3. Set the scope of the API key (read-only, specific resources, etc.)
4. Store the key securely as it will only be displayed once

Next Steps

After setting up your account and organization, you're ready to:

1. Connect your AWS account
2. Set up your first cluster
3. Explore our security best practices