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Optimize → Settings holds the billing source, the refresh health, and the notification link for one cloud account. It’s the one Optimize page that still opens when billing data can’t be read, so you can fix the problem from it.

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Prerequisites

  • A cloud account connected to Optimize. See the Optimize quickstart.
  • Any workspace role can read Settings. Choosing a billing source, checking it again, and retrying a refresh need Developer or higher. See Roles.

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Open Settings

Settings isn’t in the sidebar. Open it in one of two ways:
  • On Overview or Cost Health, select Open Settings on the notice that says a capability is not measured.
  • Add /costops/settings to your CloudThinker address, then pick the account next to the page title.
Optimize Settings page with the Refresh health section reading Refresh is running normally and a Notifications section

Settings for an AWS account. GCP and Azure accounts also show a Billing source section

The Updated button and the Daily refresh switch stay in the page header, the same as on every Optimize page. Select Updated to see how far behind the provider publishes billing data and to turn the daily refresh on or off.

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Billing source

GCP and Azure accounts show where Optimize reads spend from. AWS accounts don’t show this section, because Optimize always reads AWS Cost Explorer. When the source is readable, the section says Connected and readable with the table or scope Optimize reads, and when it was last checked. Select Check again after you change permissions or the export. If the source isn’t ready, the section shows what’s wrong: GCP billing export is connected or Azure billing scope is connected with no spend means the source works but the provider hasn’t published rows yet. Optimize shows spend once it does.

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Refresh health

Refresh health says whether the daily read of billing data still runs. Refresh is running normally means nothing needs your attention. When a refresh fails, the section shows one of three alerts: Your last good billing data stays readable in every case. To fix it:
1

Grant what's missing

If the alert shows a policy, select Copy policy and add it to the role, service account, or service principal. Select Check connection to review the credentials.
2

Retry

Select Retry refresh. A missing permission also retries on its own at the next daily refresh.Success state: the section reads Refresh is running normally.

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Notifications

Select Open notification preferences to choose who hears about a paused refresh or a finished scheduled report. Each person sets their own preferences.

Optimize troubleshooting

Every Optimize problem in one place, with cause, check, and fix

Cost Health

See which capabilities a blocked setting leaves unmeasured