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Onboarding Overview

Guardian Pro uses a guided onboarding wizard to connect your AWS environment securely and start delivering governance insights within minutes. The wizard walks you through each step, validates your configuration in real time, and ensures everything is properly set up before your first scan begins.

Two Setup Paths

Guardian Pro supports two onboarding paths depending on your AWS environment:

Multi-Account (AWS Organisations)

The recommended path for organisations managing multiple AWS accounts. This path automatically discovers your account structure and deploys monitoring roles across all member accounts.

StepDescriptionTime
Deploy Management RoleDeploy a read-only role in your management account2-3 min
Discover OrganisationAuto-discover accounts and organisational units1-2 min
Deploy StackSetsDeploy monitoring roles to all member accounts3-5 min
Users & PermissionsConfigure users and map permissions2-3 min
Complete SetupVerify and launch your first scan1 min

Single Account

A simplified path for teams working with a single AWS account or those not using AWS Organisations. See Single Account Setup for the streamlined process.

Before You Begin

Ensure you have the following ready before starting the onboarding process:

Prerequisites
  • AWS Management Console access with permissions to deploy CloudFormation stacks
  • Administrator or PowerUser access in your AWS management account (for multi-account) or target account (for single account)
  • A Guardian Pro account -- sign up via AWS Marketplace or directly at guardianpro.cloud

Required AWS Permissions

To complete onboarding, the IAM user or role you use in the AWS Console needs the following permissions:

  • CloudFormation: CreateStack, DescribeStacks, DescribeStackEvents
  • IAM: CreateRole, PutRolePolicy, AttachRolePolicy (for the Guardian Pro role)
  • Organisations (multi-account only): ListAccounts, DescribeOrganization
  • CloudFormation StackSets (multi-account only): CreateStackSet, CreateStackInstances
tip

If you use AWS SSO (IAM Identity Center), the AdministratorAccess permission set includes everything needed. For least-privilege setups, see IAM Permissions Reference.

Expected Time

Most organisations complete the full onboarding process in 10-15 minutes. The actual time depends on:

  • Number of accounts: StackSet deployment scales with account count, but runs in parallel
  • Network conditions: CloudFormation stack creation typically completes in under 2 minutes
  • User configuration: Mapping permissions for large teams may take a few extra minutes

What Gets Deployed

During onboarding, Guardian Pro deploys lightweight IAM roles into your AWS accounts. These roles grant Guardian Pro the minimum permissions needed to discover resources, evaluate security posture, and (optionally) remediate findings.

note

Guardian Pro never stores your AWS credentials. All access is through cross-account IAM roles with external ID verification, following AWS security best practices. See Security & Trust for full details.

Role Summary

RoleDeployed ToPurpose
Management RoleManagement accountRead-only access to AWS Organisations (list accounts, describe OUs)
Member RoleEach member accountRead access for resource discovery and scanning; optional write access for remediation
Single Account RoleStandalone accountCombined read and remediation access for single-account setups

How Onboarding Works

  1. You deploy a CloudFormation stack in your AWS account -- a single click from the Guardian Pro console
  2. Guardian Pro assumes the created role to discover your environment
  3. Resources are inventoried and your first governance scan runs automatically
  4. Results appear on your dashboard within minutes of completing setup

The entire process is non-destructive. Guardian Pro operates in read-only mode by default, and remediation actions require explicit opt-in and confirmation.

Resuming Onboarding

If you need to pause and return later, Guardian Pro saves your progress automatically. When you log back in, you will be returned to the step where you left off.

tip

Your onboarding session persists for 7 days. If you need to restart from the beginning, contact support to reset your onboarding state.

Next Steps

Ready to get started? Choose your path: