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Platform Configuration

This guide walks you through the initial setup process for your WALT Carbon platform to ensure optimal performance and security.

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Account Verification

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1. Login Credentials

  • Your WALT Carbon account comes pre-configured with your organization’s GCP billing data
  • Login credentials are provided by your account manager
  • Initial login requires password reset for security

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2. Organization Setup

Complete the organization setup wizard:
  1. Company Information
    • Verify your organization name and details
    • Set up billing contact information
    • Configure notification preferences
  2. GCP Integration Verification
    • Confirm your GCP organization ID is correctly linked
    • Verify cost data is flowing (may take 24-48 hours)
    • Review project structure and permissions

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Essential Configuration

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User Management Setup

1

Admin Configuration

Set up your primary admin account with full platform access
2

Team Roles

Define user roles: Admin, Finance Manager, Developer, Viewer
3

Access Policies

Configure project-level and service-level access controls

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Notification Settings

Configure alerts for:
  • Cost Alerts: Monthly budget thresholds and spike notifications
  • Security Alerts: Vulnerability scan results and compliance issues
  • System Notifications: Platform updates and maintenance windows

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Data Integration Verification

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Cost Data Flow

Your GCP spend data flows automatically through our reseller partnership:
Real-time cost tracking and daily spend updates

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BigQuery Connection

If you plan to use advanced analytics:
  1. Verify BigQuery API is enabled in your GCP project
  2. Confirm WALT Carbon service account has necessary permissions
  3. Test data export functionality
BigQuery setup is covered in detail in our BigQuery Analytics Guide

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Security Baseline

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Immediate Security Setup

Two-Factor Authentication

Enable 2FA for all admin accounts immediately

Security Scanning

Configure automated vulnerability scanning

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Access Control Review

  1. Service Account Permissions
    • Review WALT Carbon’s GCP service account permissions
    • Ensure principle of least privilege
    • Document any custom permission grants
  2. User Access Audit
    • List all users who will have platform access
    • Assign appropriate roles based on job functions
    • Set up approval workflows for sensitive operations

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Platform Customization

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Dashboard Configuration

  1. Cost Management Dashboard
    • Set up your primary cost tracking views
    • Configure budget alerts and thresholds
    • Customize cost allocation tags
  2. Security Dashboard
    • Enable security posture monitoring
    • Set up compliance tracking
    • Configure vulnerability alert levels

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Reporting Setup

Configure monthly cost reports for stakeholders
  • Executive summaries
  • Departmental breakdowns
  • Trend analysis reports
Set up automated security reporting
  • Vulnerability scan summaries
  • Compliance status reports
  • Risk assessment updates
Track platform adoption and usage
  • User login analytics
  • Feature utilization metrics
  • Performance benchmarks

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Validation Checklist

Before proceeding to daily operations, verify:
1

Cost Data Visible

✅ Current month’s GCP spend is visible in Cost Management
2

Security Configured

✅ 2FA enabled and security scans configured
3

Users Invited

✅ Team members added with appropriate roles
4

Alerts Set

✅ Cost and security alerts configured
5

BigQuery Ready

✅ Analytics integration tested (if applicable)

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Next Steps

Once initial setup is complete:
  1. Complete Essential Guides: Follow our Security Scans, BigQuery Analytics, and 2FA guides
  2. Explore Features: Familiarize yourself with Cost Management and Recommendations
  3. Team Training: Schedule training sessions for your team members

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Support

Need help with setup?
  • 📧 Email: [email protected]
  • 💬 Platform chat (available after login)
  • 📞 Setup call with your account manager
Do not skip the security configuration steps. Complete 2FA setup and security scanning configuration before inviting additional team members.