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Guided Onboarding Experience

When you log in to the Flexera platform for the first time as a Cloud Cost Optimization customer, you are guided through a simple onboarding experience designed to help you quickly configure the key components required to start managing and optimizing your cloud costs.

Welcome Screen​

When you log in for the first time, a Welcome screen appears introducing the Flexera platform. This screen provides a brief overview of Flexera capabilities and Cookie consent options required for platform functionality.

You are asked to choose one of the following options:

  • Allow cookies — Enables full platform functionality and analytics.
  • Decline — Limits certain tracking features.

After you make a selection, you proceed to the Getting Started dashboard.

Getting Started Dashboard​

After seeing the Welcome page and completing Cookie Consent settings, you are presented with a number of onboarding cards on the Getting Started page. These cards present an onboarding flow to help you more quickly get results from Flexera One's Cloud Cost Optimization capabilities:

  • Connect Cloud Data—connects your cloud accounts. See Connecting Cloud Data.
  • Set Up Billing Centers—defines billing centers so that you can allocate cloud costs across business units—organizing cloud spending by teams, departments, or applications. See Setting Up Billing Centers.
  • Set Up Custom Taggingconfigures custom tags for better cost visibility. See Setting Up Custom Tagging.
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Each card includes a Start button that launches the corresponding configuration workflow.

Completing these steps ensures that Flexera can properly collect, organize, and analyze your cloud usage and cost data.