This topic describes how to use the account association feature of Intelligent Advisor to perform global inspections on resources across multiple accounts.
Preparations
To begin, log on to the Intelligent Advisor console. In the navigation pane on the left, choose Settings > Account Association to open the Account Association page. If your account is not part of a Resource Directory (RD) organization, you must first complete the setup in the Resource Management console.
Join an existing RD organization
Contact the organization administrator to add your account to the organization.
Log on to the Resource Management console with your account and grant the required authorization.
Create an organization
Click the Go to Resource Management Console button to create an RD organization.
After you set a delegated administrator, invite members to join your organization. The invited members must then log on to the Resource Management console to confirm the invitation. For more information, see What is a resource directory?
After the organization is created, log on to Intelligent Advisor with the administrator account. In the navigation pane on the left, choose Settings > Account Association to open the Account Association page. Click the Confirm Activation button to activate the feature and grant Intelligent Advisor the necessary authorization for all member accounts in the organization.
Administrator account: An administrator account can view and manage the Intelligent Advisor inspection results, resource checklists, and other information for all accounts in the organization. This account can also initiate inspections for member accounts.
Member account: A member account's data is shared with the administrator account. Member accounts cannot view data from other member accounts.
Administrator operations
After you complete the preparations, log on to the Intelligent Advisor console using the administrator account for your organization. In the navigation pane on the left, choose Settings > Account Association to open the Account Association page. On this page, you can view the name of the associated organization and your account's role within it. You can also manage the data authorization status for all member accounts in your organization from this page.
To add or remove members or administrators in the RD organization, click the button to open the Resource Directory console and make the necessary changes.
Switch account data
In the Intelligent Advisor console, an administrator can select a member account from the drop-down list in the upper-left corner to view the inspection data for that specific account. After you switch accounts, the General Inspection and Specialized Inspection modules display the results for the selected account. By default, the global view for the management account displays integrated data from all member accounts.
Download full reports
In the Intelligent Advisor console, choose Overview from the navigation pane on the left to open the Overview page. From the management account view, an administrator can click the Download Report button to download a report that contains data for the management account and all member accounts, based on the selected inspection plan.
You can choose PDF or Excel as the report format.