Documentation

Customer Portal Documentation Hub

Step-by-step guides for the hosted CloudSure customer portal: workspace onboarding, AWS/Azure/GCP compliance scans, dashboard findings, PDF reports, settings, and account security.

Guide 01

Getting Started

Create a workspace, sign in with email or Google, reset your password, and learn how to navigate the sidebar, dashboard, and resources panel.

Guide 02

Credentials & Scanning

Configure cloud credentials from dashboard Quick Actions, choose a compliance framework, and launch provider-specific scans with live progress.

Guide 03

Findings & Reports

Review compliance widgets, drill into metrics, filter findings, use notifications, and download audit-ready PDF reports.

Guide 04

Users, 2FA & Session Security

Manage profile and preferences, enable 2FA, add team members, use trusted browsers, and reset passwords securely.

Overview

What this documentation covers

  • Workspace registration, sign-in, Google SSO, and password reset
  • Customer portal sidebar: Dashboard, Settings, Users (admins), Cloud providers, Resources, and Sign Out
  • AWS, Azure, and GCP credential entry via dashboard Quick Actions (fire-and-forget, session-only)
  • Compliance framework selection, scan progress, and per-tenant scan numbering
  • Dashboard widgets, compliance detail views, findings filters, and PDF report download
  • Profile avatar, theme preferences, user management, 2FA, and trusted-browser sign-in
Example View
Preview visual for customer portal documentation