# Prerequisite Checklist

Azure onboarding requires two checks before you begin.

Verify both on the onboarding user account. If you skip them, onboarding fails.

## 1. User Access Administrator role at root scope

Archera creates a custom RBAC role inside your Azure tenant.

Make sure your onboarding user has `Access management for Azure resources` enabled.

{% hint style="warning" %}
This is a **hard requirement BEFORE** beginning Archera's Azure onboarding.

If you don't verify or action this step, the onboarding will fail.
{% endhint %}

{% hint style="warning" %}
**NOTE:** The "onboarding user" will be whoever from your company executes the Archera onboarding process.

We are **NOT** asking for you to grant Archera these permissions. We are ensuring your personnel has sufficient permissions in your environment to complete the process.
{% endhint %}

### Global Administrator + Entra properties toggle on

1. Go to **Microsoft Entra ID** → **Users**.
2. Select the onboarding user.
3. Open **Assigned roles**.
4. Add `Global Administrator` in the role directory.
5. Go to **Microsoft Entra ID** → **Overview** → **Properties**.
6. Turn on `Access management for Azure resources` if it is off.

You can find this setting in: `Microsoft Entra ID > Overview > Properties`

{% hint style="warning" %}
This toggle only needs to be enabled for your personnel for the duration of onboarding.

You can disable it after onboarding completes.
{% endhint %}

<figure><img src="/files/bROdu7f2kf31mAaV668h" alt=""><figcaption></figcaption></figure>

## 2. Contributor role at subscription scope

Your designated "onboarding user" needs `Contributor` RBAC role at subscription scope.

{% hint style="warning" %}
**NOTE:** The "onboarding user" will be whoever from your company executes the Archera onboarding process.

We are **NOT** asking for you to grant Archera these permissions. We are ensuring your personnel has sufficient permissions in your environment to complete the process.
{% endhint %}

{% hint style="warning" %}
This contributor access is only required for the single subscription as detailed below.
{% endhint %}

* When you provide your Azure Tenant ID and Subscription ID in the first stage of onboarding flow, this subscription will house a `Resource Group` and `Storage Account` to store Cost Exports.
  * Microsoft requires Cost Exports to live in a storage account in your own Azure estate.
* We create those resources on your behalf later in the onboarding flow. In order to facilitate that, we need the contributor access to just the one sub.

<figure><img src="/files/RqqKw6HjA9jrNtpEx62L" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/4tFho9Gd4XIKvoylNNi7" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Yes, you can onboard more than one subscription at a time. We just need one of your subs earmarked to hold the cost exports for all of the subscriptions you choose to onboard into Archera.
{% endhint %}

## Related Resources

* [Azure Onboarding - Supported Account / Subscription Types](/help-center/azure-onboarding/technical-onboarding/supported-account-types.md)
* [Azure Onboarding - Required Permissions](/help-center/azure-onboarding/technical-onboarding/required-permissions.md)
* [Does Archera for Azure rely on Microsoft Azure Exchanges or Returns policy?](/help-center/azure-onboarding/other-faq/exchanges-returns-policy.md)
* [Does Archera Support Reservations for Azure Storage Disks?](/help-center/azure-onboarding/services-supported/storage-disks.md)
* [Azure Offboarding](/help-center/azure-onboarding/offboarding/offboarding.md)


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