﻿# Getting started with Cloud

## Create an Octopus account \{#create-an-octopus-account}

An Octopus account lets you manage your Octopus Cloud instances. You can register an account at [octopus.com/register](https://octopus.com/register).

You can sign up with your existing Google, Microsoft, or GitHub account, or create a unique login for Octopus:

1. Enter your name.
2. Provide your email address and create a password.
3. On the next screen, verify your email address.
4. After you verify your email, you’ll be signed into your Octopus account.

After you create an Octopus account, you can create a new Octopus Cloud instance.

## Create a Cloud instance \{#create-a-cloud-instance}

To create a new Octopus Cloud instance, make sure you’re signed in to your Octopus account:

1. Go to [octopus.com/free-signup](https://octopus.com/free-signup).
2. Enter the URL you’d like to use to access your instance. If that URL isn’t available, try another one.
3. Select the region where you’d like to host your instance.
4. Add your company name.
5. Review the terms of our customer agreement, privacy policy, and acceptable usage policy.
6. Click **Start using Octopus**.

You'll see the account provisioning screen. Your Octopus Cloud instance should be ready within a minute. We’ll also email you when it’s ready to use.

## Access your Octopus Cloud instance \{#access-your-octopus-cloud-instance}

You can access your Octopus Cloud instance using the URL you chose during registration. In this example URL, `your-url` is the part of the URL you provided:

```html
https://your-url.octopus.app/app#/users/sign-in
```

## Manage user access \{#manage-user-access}

### Invite users via Control Center \{#invite-users-via-control-center}

To invite a user to your Octopus Cloud instance:

1. Navigate to your Cloud instance in [Control Center](https://billing.octopus.com/).
2. Click **User Access** in the left sidebar.
3. Click **Invite User**.
4. Enter the user’s details.
5. Select which role to give the user ([see role permissions below](#role-permissions)).
6. Click **Invite**.

:::figure
![User Access page in Control Center](/docs/img/octopus-cloud/images/control-center-access-control.png)
:::

#### Email invitation \{#email-invitation}

The invited user will receive an email invitation.

If they already have an [Octopus ID](/docs/security/authentication/octopusid-authentication) (Octopus Deploy account), they just need to click **Accept invite** in the email to gain access to the subscription and then click **Sign in** to view the Octopus instance.

Otherwise, they will first need to **Register** a new account using the email address the invitation was sent to.

#### Role permissions \{#role-permissions}

|                             | Cloud Subscription Owner                 | Cloud Subscription User (Contributor)            | Cloud Subscription User (Base)                   |
| --------------------------- | ---------------------------------------- | ------------------------------------------------ | ------------------------------------------------ |
| **Control Center** <div class="table-hint">(billing.octopus.com)</div> | View Overview <br>Manage Billing</br> Manage Configuration <br>Manage User Access</br> | View Overview | View Overview |
| **Octopus Instance** <div class="table-hint">(example.octopus.com)</div> | “Octopus Managers” team <div class="table-hint">By default, the user has full permissions across all spaces.</div>| “Space Managers” team  <div class="table-hint">By default, the user has full permissions in the “Default” space only.</div> <div class="table-hint" style="padding-top: 8px;">If you delete the “Default” space, the user will be added to the “Everyone” team.</div> | “Everyone” team  <div class="table-hint">By default, the user can sign in but can't view or do anything.</div> |

### Manage user permissions in Octopus Cloud \{#manage-user-permissions-in-octopus-cloud}

Invited users are only added to an Octopus Cloud instance after their first sign-in. To manage a newly invited user's permissions, you will need to ask them to sign in to your Octopus Cloud instance first.

Octopus uses teams and user roles to manage permissions. After the invited user first signs in, they are automatically assigned to one of these teams:

- “Octopus Managers” team (Cloud Subscription Owner)
- “Space Managers” team (Cloud Subscription User (Contributor))
- “Everyone” team (Cloud Subscription User (Base))

By default, the “Everyone” team includes no user roles, so users assigned to this team can sign in to your Octopus Cloud instance but won’t have permission to see or do anything.

:::div{.hint}
To give an “Everyone” team user (Cloud Subscription User (Base)) the correct permissions, you can do one or both of the following in your Octopus Cloud instance:

- Edit the “Everyone” team to include the minimum permissions all users need.
- Add the user to other teams with the correct permissions after they first sign in.

:::

To adjust a user's permissions, you can add them to other teams:

1. In your Octopus Cloud instance, go to **Configuration** (the cog icon in the bottom left sidebar).
2. Select **Teams**.
3. Create a new team or select an existing one, such as **Space Managers**.
4. Select **Add Member**.
5. Select the user from the dropdown list.
6. Click **Add**, then **Save**.

Learn about best practices for [users, roles, and teams](/docs/best-practices/octopus-administration/users-roles-and-teams).

:::figure
![Teams page in Octopus Cloud instance](/docs/img/octopus-cloud/images/cloud-instance-teams.png)
:::

## Set the maintenance window \{#set-the-maintenance-window}

To keep Octopus Cloud running smoothly, we use outage windows to perform updates. To minimize disruptions to your deployments, please pick a two-hour [maintenance window](/docs/octopus-cloud/maintenance-window) outside of your regular business hours.

1. Navigate to your Cloud instance in [Control Center](https://billing.octopus.com/).
2. Click **Configuration**.
3. Locate the Maintenance Window section and click **Change Window**.
4. Select a two-hour window.
5. Click **Submit** to save your new maintenance window.

## Change your password \{#change-password}

To change your password for the Octopus instance and Octopus account:

1. Navigate to [Control Center](https://billing.octopus.com/).
2. In the top-right corner, click the dropdown menu next to your username.
3. Click **Profile**.
4. Click **Change Password**.
5. Enter your new password.
6. Confirm the new password, and click **Change password**.

## Reset your password \{#reset-password}

To reset your password:

1. Go to [octopus.com/signin](https://octopus.com/signin).
2. Click **Forgot your password?**
3. Reset your credentials and sign into your Octopus account.

## Find your Octopus Cloud version \{#octopus-cloud-version}

Octopus Cloud is always up to date with the latest version of Octopus Deploy. To check which version your instance is running:

1. Sign in to your Octopus Cloud instance.
2. In the bottom-left corner, look for the Octopus logo or your Gravatar (if set up).
3. Click the Octopus logo (or Gravatar) to open the menu.
4. The version appears under your name.

## Learn more \{#learn-more}

Learn more about [managing Octopus subscriptions](/docs/getting-started/managing-octopus-subscriptions).
