# Account Integration Procedures
Guide to integrating cloud accounts with the platform.
# AWS Account Integration
### **Link AWS Account**
#### **Navigating to the Account Integration Page**
- **Log in to the Platform**
- Access the platform and sign in using your credentials.
- **Open the Account Selector**
- Locate the **Select account** dropdown at the top-right corner of the dashboard.
- Click on it to open the list of available cloud accounts.
- **Add Cloud Account**
- From the dropdown menu, click on **Add Cloud Account**. This will redirect you to the **Select Your Preferred Cloud Service or Platform** page.
- Click on the **AWS (Amazon Web Services) card**.
**Note:** Initially, only **AWS Management Account** can be linked in this section.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2026-03/mYmB5VMHnHj638eS-whf6mdfxupwl23zh-arhimage.png)
**No Management Account Initially**
If you do not have any management account linked initially to the Xops 360 Portal, follow the steps below to add a new AWS account. After clicking on the **AWS (Amazon Web Services)** card on the **Select Your Preferred Cloud Service or Platform** page, a new window will appear prompting you to select the **AWS Account Type**.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2026-03/NHchOC9tnkzuUIcm-image.png)
**Select AWS Account Type**
**On the **Select AWS Account Type** screen, you will see two options:**
- Management Account
- Linked Account
Click on **Management Account** to proceed with linking your AWS Management Account to the Xops 360 platform.
**Link a New AWS Account**
After selecting Management Account, you will be redirected to the Link a New AWS Account page.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2026-03/TGmggo6qWz3Brp3u-image.png)
#### **Initiating Account Integration**
- **Access Setup Instructions**
- Click the **Information ("i") button** to view step-by-step setup guidance.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2026-03/uYOp26T3l1uvthQO-image.png)
- **Retrieve AWS Role ARN**
- Follow the setup guide to create a required **Cloud Formation stack** in the AWS **Management** Console.
- Once the stack is created, navigate to the **Outputs tab** in the stack details page.
- Copy the **AWS Role ARN** from the output.
- **Configure AWS Integration**
- Return to the **Link a New AWS Account** page in the platform.
- Provide a suitable name in the **AWS Account Name** field.
- Paste the copied **AWS Role ARN** into the designated field.
- Click **Connect** to finalize the integration.
##### **Adding a Linked AWS Account**
If you already have a management account linked to the Xops 360 Portal and want to add a **linked (child) AWS account**, follow these steps:
- **Log in to the Platform**
- Sign in and open the platform dashboard.
- **Open the Account Selector**
- Locate the **Select account** dropdown at the top-right corner of the dashboard.
- Click on it to open the list of available cloud accounts.
- **Add Cloud Account**
- From the dropdown menu, click on **Add Cloud Account**. This will redirect you to the **Select Your Preferred Cloud Service or Platform** page.
- Click on the **AWS **(Amazon Web Services)** card** .
- After clicking on the **AWS (Amazon Web Services)** card on the **Select Your Preferred Cloud Service or Platform** page, a new window will appear prompting you to select the **AWS Account Type**.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2026-03/HmPI5Ay0MiZ2pFNp-image.png)
**Select AWS Account Type**
On the Select **AWS Account Type** screen, the **Linked Account** option will be displayed.
Click on Linked Account to proceed with linking your AWS Linked Account to the Xops 360 platform.
**Link a New AWS Account**
After selecting **Linked Account**, you will be redirected to the **Link a New AWS Account** page.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2026-03/bWqq36TLOcCL2Sj0-image.png)
#### **Initiating Account Integration**
- **Access Setup Instructions**
- Click the **Information ("i") button** to view step-by-step setup guidance.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2026-03/uYOp26T3l1uvthQO-image.png)
- **Retrieve AWS Role ARN**
- Follow the setup guide to create a required **Cloud Formation stack** in the AWS **Management** Console.
- Once the stack is created, navigate to the **Outputs tab** in the stack details page.
- Copy the **AWS Role ARN** from the output.
- **Configure AWS Integration**
- Return to the **Link a New AWS Account** page in the platform.
- Provide a suitable name in the **AWS Account Name** field.
- Paste the copied **AWS Role ARN** into the designated field.
- Click **Connect** to finalize the integration.
**Note:**
- For any challenges, please contact our support team at ****
- **First-Time Login Experience**
- When you log in for the first time, you will be prompted to select your preferred **cloud service or platform** (AWS, EKS Azure, or Microsoft). This selection is required to establish the initial account connection.
- Once your account is successfully connected to AWS, Azure, or Microsoft, this selection screen **will not appear** in subsequent logins. Instead, you will be directed **automatically to the Home page**.
- To manage or modify integrations, navigate to the **"Integrations"** section from the left panel in the dashboard.
### **AWS Account Management**
##### **Access AWS Integration Settings**
- **Log in to the Platform**
- Sign in and open the platform dashboard.
- **Navigate to AWS Integration**
- First, select the **respective account** from the **top-right corner** of the platform.
Choose the specific account for which you want to manage or update the AWS integration settings in the XOps portal.
- Open the **profile menu** located in the **bottom-left corner** of the platform interface.
- Click on your **profile/email section** to open the profile options.
- Select **Accounts** from the menu.
- You will be redirected to the **Integrations page**, where the **AWS Accounts integration settings** are available.
##### **Updating the Account Name**
- **Edit the AWS Account Name**
- Locate the **Edit** option next to the existing AWS account name.
- Click the **Edit** button to enable modifications.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2026-03/YmAuMZHGhK7SU4rN-screenshot-2026-03-12-175729.png)
1. **Save the New Name**
- Enter the new AWS account name in the provided field.
- Click **Proceed** to confirm the changes.
- A success message will appear, indicating the account name update.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2026-03/7wlMkdvOlk2nHkMh-image.png)
##### **Deleting Linked Account**
- **Delete the AWS Account**
- Locate the **Delete** option next to the existing AWS account name.
- Click the **Delete**.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2026-03/RGmMBqVLYnKJIiNK-image.png)
- **Enter the Account Name**
- Enter the AWS account name in the provided field.
- Click **Delete Account** to confirm the changes.
- A success message will appear, indicating Account has been deleted.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2026-03/MnqRZX06pgtgfZ3a-image.png)
Note: There is currently no provision to delete AWS Management accounts from the Xops portal. To delete the account, submit a support request via the following link:
Submit Support Request
**Request Submission Guidelines:**
- **Subject:** Clearly state that the request is for AWS Management account deletion.
- **Description:** Provide a detailed explanation of your request, including relevant account details and the reason for deletion.
- Once submitted, our support team will review your request and assist you accordingly.
# Azure Account Integration
### **Link Azure Account**
#### **Navigating to the Integrations Page**
- **Log in to the Platform**
- Access the platform and sign in using your credentials.
- **Open the Integrations Section**
- Locate the side navigation panel on the left.
- Click on the **Integrations** tab.
- **Select Azure Integration**
- On the Integrations page, you will see available options for **AWS, Azure, and Microsoft accounts**.
- Click on the **Azure card** to open the “Link a New Azure Account” page.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-01/wHf6mDfxuPWl23ZH-arhimage.png)
Note: Follow **Initiating Azure Integration** steps to Connect Azure Account in Xops 360, ensure that the following permissions are assigned
### **Initiating Azure Integration**
##### **Registering an Application in Azure**
- Navigate to the **[Azure Portal](https://portal.azure.com/)**.
- In the search bar, enter **App Registrations** and select it from the results.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/4Lc6QceMq5jy4kF9-image.png)
- Click on **New Registration**.
- Register the application:
- Provide a name for the application.
- Under **Supported account types**, select **Accounts in this organizational directory only** if not set by default.
- Click **Register** to complete the process.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/h8HsC98CUOcHJiO6-image.png)
##### **Assigning Entra ID Permissions**
- In the **[Azure Portal](https://portal.azure.com/)**, search for **Entra ID** and select it.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/L9iBvBc1x3Td09h5-image.png)
- Navigate to **Properties**, then locate the setting **Access management for Azure resources** and toggle it to **Yes**.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/Ouzk4HM4rqSK8Ix1-image.png)
- Go to **Overview**, and in the left navigation pane, click **Roles and Administrators**.
- Search for **Global Reader** and select it.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/b4DzjZ5SRsJ7og4O-image.png)
- Under **Assignments**, search for the application registered in the previous step, select it, and click **Add** to grant the **Global Reader** role to the application.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/QH80y1LuvfNIoqxQ-image.png)
##### **Assigning Management Group Permissions**
- In the **Azure Portal**, search for **Management Groups** and select it.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/teQywypvkCQI6Yx1-image.png)
- Navigate to **Tenant Group** and select the relevant **Subscription**.
- In the left navigation pane, go to **Access Control (IAM)** and click **Add**, then select **Add Role Assignment**.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/bq7qG6x8ZvLAAFvh-image.png)
- Under **Roles**, search for **Reader**, select it, and click **Next**.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/XNV1cxiRWVfYhIE5-image.png)
- Under **Members**, click **Select members**, search for the application name created earlier, and select it.
- Click **Select**, then **Review + Assign** to complete the role assignment.
##### **Assigning Key Vault Reader Permissions (If Applicable)**
- Follow the same steps as assigning **Global Reader** permissions to grant **Key Vault Reader** permissions.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/50pw8KsUdO4Gd3o1-image.png)
- If **Key Vaults** are configured with **Access Policies** (instead of **RBAC**), explicit permissions must be assigned to the application:
- Grant **List/Get Keys** and **List Secrets** permissions for each Key Vault.
##### **Adding a Certificate for Authentication**
- Navigate to the previously created **Application Registration**.
- Copy the **Application (Client) ID** and **Directory (Tenant) ID**.
- Access the **[Xops 360 Portal](https://xops.axiomio.com/)** and navigate to **Integrations** , Select **Azure** icon then click on **Add Account**.
- Enter a friendly name for the account.
- Provide the **App ID** and **Tenant ID** copied earlier.
- Click **Generate Public Key & Download** the generated key.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/zsgnqOnZOsXWxgNm-image.png)
- Return to the **Azure Portal**, open the application, and go to **Manage** > **Certificates & Secrets**.
- Click **Upload Certificate**, select the certificate file downloaded earlier, and click **Add** to complete the upload process.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/gRf9XelYLknxttzY-image.png)
**Note:**
- For any challenges, please contact our support team at ****
- **First-Time Login Experience**
- - When you log in for the first time, you will be prompted to select your preferred **cloud service or platform** (AWS, Azure, or Microsoft). This selection is required to establish the initial account connection.
- Once your account is successfully connected to AWS, Azure, or Microsoft, this selection screen **will not appear** in subsequent logins. Instead, you will be directed **automatically to the Home page**.
- To manage or modify integrations, navigate to the **"Integrations"** section from the left panel in the dashboard.
### **Managing Azure Subscriptions**
- **Access the Subscription Management Page**
- Log in to the platform with your credentials.
- Navigate to the **Integrations** section, Select Azure icon.
- Select the connected **Azure account** to access the **Subscription Management** page.
#### **Connecting Azure Subscriptions**
- **Edit the Connected Azure Account**
- Locate the Azure account under **Integrations**.
- Click **Edit** to open the subscription management interface.
- **View and Select Subscriptions**
- **List of Subscriptions**: Displays all available Azure subscriptions.
- **Selected Subscriptions**: Highlights currently connected subscriptions.
- **Select Desired Subscriptions**
- Review the list of available subscriptions.
- Check the boxes next to the subscriptions you want to connect.
- **Apply Changes**
- Click **Update** to save and apply changes.
- Newly added subscriptions will be available in the platform.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-01/A1znKwMBmEXg1KZR-UA7image.png)
#### **Disconnecting Azure Subscriptions**
- **Edit the Connected Azure Account**
- Go to the **Integrations** section and locate the Azure account.
- Click **Edit** to manage the account’s subscriptions.
- **Deselect Subscriptions**
- Under **Selected Subscriptions**, uncheck the subscriptions you want to disconnect.
- **Apply Changes**
- Click **Update** to finalize changes.
- The deselected subscriptions will no longer be associated with your account.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-01/JKcHV1iaWWJGvJ3s-0hHimage.png)
# Microsoft 365 Account Integration
#### **Navigating to the Integrations Page**
- **Log in to the Platform**
- Access the platform and sign in using your credentials.
- **Open the Integrations Section**
- Locate the side navigation panel on the left.
- Click on the **Integrations** tab.
- **Select Microsoft Integration**
- On the Integrations page, you will see available options for **AWS, Azure, and Microsoft accounts**.
- Click on the **Microsoft card** then click on **M365** to open the “Link a New Microsoft Account” page.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-01/wHf6mDfxuPWl23ZH-arhimage.png)
Note: Follow **Initiating M365 Integration** steps to Connect Microsoft 365 Account in Xops 360, ensure that the following permissions are assigned
#### **Initiating M365 Integration**
##### **Registering an Application and configuration in Microsoft Entra Admin center**
- Navigate to the **[Microsoft Entra Admin Center](https://aka.ms/MSEntraPortal)** **Portal**.
- In the search bar, enter **App Registrations** and select it from the results.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/1WBuI1zCB756M681-image.png)
- Click on **New Registration**.
- Register the application:
- Provide a name for the application.
- Under **Supported account types**, select **Accounts in this organizational directory only** if not set by default.
- Click **Register** to complete the process.
- Navigate to **Manage** and click on **API Permissions**.
- Click on **Add a permission**.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/5xcQPcc2AbhsgERB-image.png)
- Select **APIs my organization uses** and search for **Office 365 Exchange Online**, then click on it.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/NoxidNsHYp6byF78-image.png)
- Choose **Application permissions**, search for **Exchange.ManageAsApp**, select it, and click **Add permissions**.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/Ubf7YTqJpnckSS3a-image.png)
- Click on **Grant admin consent** and confirm by selecting **Yes** in the confirmation popup.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/57x0zIfk6LOIqPnO-image.png)
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/AsOogaAC82YDW4D9-image.png)
##### **Assigning Entra ID Permissions**
- In the **Azure Portal**, search for **Entra ID** and select it.
- Go to **Overview**, and in the left navigation pane, click **Roles and Administrators**.
- Search for **Global Reader** and select it.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/v5mR8RgLjni2zhpY-image.png)
- Under **Assignments**, search for the application registered in the previous step, select it, and click **Add** to grant the **Global Reader** role to the application.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/TGiIMtv54JGZCPOR-image.png)
##### **Adding a Certificate for Authentication**
- Navigate to the previously created **Application Registration**.
- Copy the **Application (Client) ID** and **Directory (Tenant) ID**.
- Go to Domain names, copy the **Organization ID**
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/ctedUZhTWjm64flS-image.png)
- Access the **[Xops 360 Portal](https://xops.axiomio.com/)** and navigate to **Integrations** , Select **Microsoft** icon then click on **Add Account for Microsoft**.
- Enter a friendly name for the account.
- Provide the **App ID, Tenant ID** copied earlier.
- Provide the **Organization ID copied earlier.**
- Click **Generate Public Key & Download** the generated key.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/kyUWtwzbKVLs5NTW-image.png)
- Return to the **Microsoft Entra Admin center Portal**, open the application, and go to **Manage** > **Certificates & Secrets**.
- Click **Upload Certificate**, select the certificate file downloaded earlier, and click **Add** to complete the upload process.
**Note:** The M365 scan requires all users/accounts to have the **O365\_BUSINESS\_PREMIUM** license; missing licenses may cause scan failure.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/gRf9XelYLknxttzY-image.png)
**Note:**
- For any challenges, please contact our support team at ****
- **First-Time Login Experience**
- When you log in for the first time, you will be prompted to select your preferred **cloud service or platform** (AWS, Azure, or Microsoft). This selection is required to establish the initial account connection.
- Once your account is successfully connected to AWS, Azure, or Microsoft, this selection screen **will not appear** in subsequent logins. Instead, you will be directed **automatically to the Home page**.
- To manage or modify integrations, navigate to the **"Integrations"** section from the left panel in the dashboard.
# Microsoft Entra ID Account Integration
#### **Navigating to the Integrations Page**
- **Log in to the Platform**
- Access the platform and sign in using your credentials.
- **Open the Integrations Section**
- Locate the side navigation panel on the left.
- Click on the **Integrations** tab.
- **Select Microsoft Integration**
- On the Integrations page, you will see available options for **AWS, Azure, and Microsoft accounts**.
- Click on the **Microsoft card** then click on **M365** to open the “Link a New Microsoft Account” page.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-01/wHf6mDfxuPWl23ZH-arhimage.png)
#### **Initiating Entra ID Integration**
##### **Registering an Application and configuration in Microsoft Entra Admin center**
- Navigate to the **[Microsoft Entra Admin Center](https://aka.ms/MSEntraPortal) Portal**.
- In the search bar, enter **App Registrations** and select it from the results.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/1WBuI1zCB756M681-image.png)
- Click on **New Registration**.
- Register the application:
- Provide a name for the application.
- Under **Supported account types**, select **Accounts in this organizational directory only** if not set by default.
- Click **Register** to complete the process.
- Navigate to **Manage** and click on **API Permissions**.
- Click on **Add a permission**.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/5xcQPcc2AbhsgERB-image.png)
- Select **Microsoft APIs** and click on **Microsoft Graph**.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/8xBH0WionaV1NA2N-image.png)
- Choose **Application permissions**, search for **AccessReview.Read.All**, select it, and click **Add permissions**.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/X1jvDiTtIRuMkNSN-image.png)
- Click on **Grant admin consent** and confirm by selecting **Yes** in the confirmation popup.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/4wYMWWWcvc51SzSk-image.png)
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/AsOogaAC82YDW4D9-image.png)
##### **Assigning Entra ID Permissions**
- In the **Azure Portal**, search for **Entra ID** and select it.
- Go to **Overview**, and in the left navigation pane, click **Roles and Administrators**.
- Search for **Global Reader** and select it.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/v5mR8RgLjni2zhpY-image.png)
- Under **Assignments**, search for the application registered in the previous step, select it, and click **Add** to grant the **Global Reader** role to the application.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/TGiIMtv54JGZCPOR-image.png)
##### **Adding a Certificate for Authentication**
- Navigate to the previously created **Application Registration**.
- Copy the **Application (Client) ID** and **Directory (Tenant) ID**.
- Go to Domain names, copy the **Organization ID**
- Access the **[Xops 360 Portal](https://xops.axiomio.com/)** and navigate to **Integrations** , Select **Microsoft** icon then click on **Add Account for Microsoft**.
- Enter a friendly name for the account.
- Provide the **App ID, Tenant ID** copied earlier.
- Click **Generate Public Key & Download** the generated key.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/kyUWtwzbKVLs5NTW-image.png)
- Return to the **Microsoft Entra Admin center Portal**, open the application, and go to **Manage** > **Certificates & Secrets**.
- Click **Upload Certificate**, select the certificate file downloaded earlier, and click **Add** to complete the upload process.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-02/gRf9XelYLknxttzY-image.png)
**Note:**
- For any challenges, please contact our support team at ****
- **First-Time Login Experience**
- - When you log in for the first time, you will be prompted to select your preferred **cloud service or platform** (AWS, Azure, or Microsoft). This selection is required to establish the initial account connection.
- Once your account is successfully connected to AWS, Azure, or Microsoft, this selection screen **will not appear** in subsequent logins. Instead, you will be directed **automatically to the Home page**.
- To manage or modify integrations, navigate to the **"Integrations"** section from the left panel in the dashboard.
# EKS Integration
### **Link EKS Account**
#### **Navigating to the Integrations Page**
- **Log in to the Platform**
- Access the platform and sign in using your credentials.
- **Open the Integrations Section**
- Locate the side navigation panel on the left.
- Click on the **Integrations** tab.
- **Select EKS Integration**
- On the Integrations page, you will see available options for **AWS, Azure, Microsoft accounts and EKS**.
- Click on the EKS **card** to open the “Link a New AWS Account” page.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-09/Wld6OLfS2nLF7Z4L-eks-int.png)
#### **Initiating Account Integration**
- **Access Setup Instructions**
- Click the **Information ("i") button** to view step-by-step setup guidance.
- **Retrieve AWS Role ARN**
- Follow the setup guide to create a required **Cloud Formation stack** in the AWS **Management** Console.
- Once the stack is created, navigate to the **Outputs tab** in the stack details page.
- Copy the **AWS Role ARN** from the output.
- **Configure AWS Integration**
- Return to the platform’s **AWS Integration** page.
- Provide a suitable name in the **AWS Account Name** field.
- Paste the copied **AWS Role ARN** into the designated field.
- Click **Connect** to finalize the integration.
[](https://xops-docs.axiomio.com/uploads/images/gallery/2025-09/FH3w1cOLKhiYzvub-image.png)
**Note:**
- For any challenges, please contact our support team at ****
- **First-Time Login Experience**
- When you log in for the first time, you will be prompted to select your preferred **cloud service or platform** (AWS, EKS Azure, or Microsoft). This selection is required to establish the initial account connection.
- Once your account is successfully connected to AWS, Azure, or Microsoft, this selection screen **will not appear** in subsequent logins. Instead, you will be directed **automatically to the Home page**.
- To manage or modify integrations, navigate to the **"Integrations"** section from the left panel in the dashboard.