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Connect AWS accounts

Workspace Admins can connect a client's AWS Management Account to the MSP Workspace.

Required permission​

  • Your MSP Workspace account must have the Workspace Admin role.

Launch the connection wizard​

Use one of the following approaches to launch the connection wizard in your MSP Workspace:

  • In the sidebar, select Continuous cloud monitoring, then select Connect account.

  • In the sidebar, select Audit home, then select Connect AWS on the Readiness scores card, if available.

Step 1: Client​

Specify the client whose AWS environment you want to connect:

  1. In the Client list dropdown, select the client whose AWS environment you want to connect.

    The list shows all MSP-contract clients associated with your partner account.

    Connect your AWS environment - Client

  2. If your client is not on the list, select the option at the bottom of the list to create a new one.

    1. In the Create new client dialog, enter the client name and the unique MSP contract number associated with the client.

    2. Select Create new.

  3. Select Next to proceed.

Step 2: Permissions​

In this step, you review the policies that DoiT uses to collect AWS evidence for MSP assessment. These are read-only policies; they do not create, update, or delete your AWS resources.

Connect your AWS environment - Permissions

  • SecurityAudit (AWS managed policy): Grants read access to security configuration and metadata across supported AWS services.

  • DoiTMspEvidenceReadOnly-v1 (Customer managed policy, read-only): Fills evidence gaps that the SecurityAudit policy does not cover. Expand it to review additional actions, or view the full list of permissions.

Select Next to proceed.

Step 3: Scope​

Define the scope where DoiT collects read-only AWS evidence for the client:

  1. Select a scope type.

    • AWS Organization OU (Recommended): Connect the selected OU and its descendants.

    • Single AWS account: Connect one AWS account. Organization-wide evidence will be partial.

    Connect your AWS environment - Scope

  2. Enter scope details.

    • Organization OU: Enter the AWS Organization OU ID (for example, ou-abcd-12345678) and the 12-digit Management account ID .

    • Single AWS account: Enter the 12-digit AWS account ID.

  3. Select the checkbox to confirm that the selected scope contains only production workloads.

  4. Select Next to proceed.

Step 4: Deploy and verify​

The last step includes two main parts:

  1. Deploy a CloudFormation stack with read-only roles and the scope you defined to your AWS environment.

    Connect your AWS environment - Deploy and verify

    1. Review the scope reminder. It displays the OU and management account ID or the single account ID you entered.

    2. Select Launch stack in AWS console to open the AWS CloudFormation console in a new tab.

    3. Create the stack in the AWS CloudFormation console.

  2. After CloudFormation finishes deploying, select Check connection to verify that DoiT can assume the read-only roles and discover the relevant accounts.

  3. Review the results.

    • If all checks pass, the wizard displays the number of discovered accounts and accounts ready for evidence collection.

    • If any checks fail, follow the remediation guidance shown for each failed check.

  4. When the connection is verified, select Done.

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