Add implementation plan steps to Get Started #1 (#64312)

* Add implementation plan steps to Get Started #1

See #63019

Edit Part 1 of the Get Started flow to include instructions that we
recommend for new customers following the Teleport implementation plan,
including:

1. Explain that a Cloud account comes with a local user with an admin
   role for initial setup.
1. Tell Cloud users to store their recovery codes.
1. Indicate for Community Edition users that the admin user is for
   initial admin operations.

* Improve Get Started Part 1

Address **stevenGravy** feedback:

- Mention the preset `auditor` role
- Recommend a second local admin user

* Fix changes to the Get Started series

Responds to **mmcallister** feedback.

- Correct a missing word.
- Add instructions for installing `tctl`.
- Mention the SSH Service in deploy-community.mdx.
- Adjust the maximum heading level in deploy-cloud.mdx.
This commit is contained in:
Paul Gottschling
2026-03-30 14:17:47 +00:00
committed by GitHub
parent f39ce6843e
commit e6490eaee4
2 changed files with 92 additions and 8 deletions
+71 -7
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@@ -1,7 +1,6 @@
---
title: "Step 1 - Sign up for Teleport Enterprise Cloud"
description: "Sign up for Teleport Enterprise Cloud and deploy your hosted cluster."
toc_max_heading_level: 2
tags:
- get-started
- platform-wide
@@ -15,17 +14,82 @@ Infrastructure and certificates are managed for you. All that's left is deployin
To get started, simply sign up for a 14-day free trial. We'll automatically provision and manage a fully featured Teleport cluster in a dedicated tenant with a unique `example.teleport.sh` domain.
**To deploy your cluster:**
## Deploy your cluster
Once you sign up for a Teleport Cloud account, Teleport-managed infrastructure
spins up the Auth Service and Proxy Service for you.
### Initial setup
1. Go to [goteleport.com/signup](https://goteleport.com/signup)
2. Follow the sign-up steps to launch your cluster
When setup is finished, you'll have a production-grade Teleport cluster configured with secure defaults, automatic updates, and built-in scalability.
When setup is finished, you'll have a production-grade Teleport cluster
configured with secure defaults, automatic updates, and built-in scalability.
## Next step: Connect infrastructure
The signup flow creates a local Teleport user with the following preset roles:
At this point, you've launched your own Teleport Enterprise Cloud cluster and created a user in the process. You can now move on to the next step of connecting your infrastructure.
|Role|Permissions|
|---|---|
|`editor`|Perform administrative tasks in your cluster|
|`access`|Connect to any Teleport-protected resource|
|`auditor`|View audit events and session recordings|
Since this user has almost total privileges, you should treat this identity as a
fallback after completing initial setup operations. In Step 3 of the Get Started
series, we will show you how to set up a more granular authentication and
role-based access control for day-to-day Teleport usage.
### Create a backup local user
We recommend having more than one local user to prevent lockout. As with the
default user, we recommend treating this identity as a fallback, rather than
relying on it for day-to-day usage:
1. Install `tctl` on your system. `tctl` is a client tool for configuring the
Teleport Auth Service. To install `tctl`, visit [Download Client
Tools](https://goteleport.com/download/client-tools/), select your platform,
and choose "CLI Client Tools" in the **Download Type** menu.
1. On your workstation, run the following command:
```code
$ sudo tctl users add teleport-admin-backup --roles=editor,access,auditor --logins=root,ubuntu,ec2-user
```
The command prints a message similar to the following:
```text
User "teleport-admin-backup" has been created but requires a password. Share this URL with the user to complete user setup, link is valid for 1h:
https://teleport.example.com:443/web/invite/123abc456def789ghi123abc456def78
NOTE: Make sure teleport.example.com:443 points at a Teleport proxy which users can access.
```
1. Visit the provided URL in order to create your Teleport user.
## Save your recovery codes
During signup, Teleport generates recovery codes for your account. Store them
securely in an offline location. If you lose access to your multi-factor
authentication device, you will need these codes to regain access.
![A screenshot showing the Teleport recovery code view](../../img/cloud/recovery-codes.png)
If you forgot to copy your recovery codes, you can navigate to
`/web/account/security` and click **Generate new recovery codes**.
<Admonition type="danger">
If you are locked out of your account and do not have recovery codes, the only
recourse is to set up a new Teleport Enterprise Cloud account.
</Admonition>
## Next step: Enroll resources
At this point, you've launched your own Teleport Enterprise Cloud cluster and created a local admin user. You can now move on to the next step of enrolling your infrastructure resources.
<div style={{ marginTop: 'var(--m-4)' }}>
<Button style={{ padding: '0 var(--m-2)' }} as="link" href="../connect/" variant="primary" shape="lg">Step 2 - Connect infrastructure <Icon name="arrowRight" inline size="sm"/> </Button>
</div>
<Button style={{ padding: '0 var(--m-2)' }} as="link" href="../connect/" variant="primary" shape="lg">Step 2 - Enroll resources <Icon name="arrowRight" inline size="sm"/> </Button>
</div>
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@@ -22,6 +22,9 @@ The Teleport cluster consists of two services:
- **Teleport Proxy Service:** The cluster frontend, which handles user requests,
forwards user credentials to the Auth Service, and communicates with Teleport
instances that enable access to specific resources in your infrastructure.
- **Teleport SSH Service:** An SSH server that enforces Teleport access
controls, records sessions, and logs activity as Teleport audit events,
enabling you to protect a Linux server with Teleport.
![Architecture of the setup you will complete in this
guide](../../img/linux-server-diagram.png)
@@ -286,7 +289,7 @@ allowed to log into SSH hosts as any of the principals `root`, `ubuntu`, or
Service:
```code
$ sudo tctl users add teleport-admin --roles=editor,access --logins=root,ubuntu,ec2-user
$ sudo tctl users add teleport-admin --roles=editor,access,auditor --logins=root,ubuntu,ec2-user
```
The command prints a message similar to the following:
@@ -302,6 +305,18 @@ allowed to log into SSH hosts as any of the principals `root`, `ubuntu`, or
1. Visit the provided URL in order to create your Teleport user.
The signup flow creates a local Teleport user with the following preset roles:
|Role|Permissions|
|---|---|
|`editor`|Perform administrative tasks in your cluster|
|`access`|Connect to any Teleport-protected resource|
|`auditor`|View audit events and session recordings|
Since this user has almost total privileges, you should treat this identity
as a fallback after completing initial setup operations, and define other
roles and identities for day-to-day usage.
<Admonition
type="tip"
title="OS User Mappings"
@@ -323,6 +338,11 @@ allowed to log into SSH hosts as any of the principals `root`, `ubuntu`, or
</Admonition>
1. [Recommended] Repeat these steps to create a second local user with
administrative privileges. We recommend more than one local user to prevent
lockout. As with the first identity you created, treat this one as a fallback
rather than an identity for day-to-day usage.
1. Teleport enforces the use of multi-factor authentication by default. It
supports one-time passwords (OTP) and multi-factor authenticators (WebAuthn).
In this guide, you will need to enroll an OTP authenticator application using