Amazon S3 account creation

Getting started with Amazon S3

This section explains how to get started with an AWS Amazon S3 account so you can adapt it to our extensions. Most of our extensions can interact with Amazon S3 storage, so you can follow these instructions to set up your S3 account to use any or all of them.

Once you complete this, we need the AWS Key and Secret access key so we can store them in an encrypted format within our CRM.

Learn how to get a new S3 account on the AWS Amazon S3 website.

The following steps cover the specifics of setting up the Amazon account.

Note

Follow the steps described earlier in this article to create your bucket, which is essentially a folder to store your documents.

Note

After you set up your S3 account, follow these steps from the AWS Management Console.

Create IAM user and grant access (recommended)

This method is the most secure way to grant access, as you have fine control over which users can access what.

1. Go to IAM Console:

   • In AWS Management Console, go to Services > IAM (Identity and Access Management).

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2. Create a New User:

   • Select Users > Add users.

   • Enter a username, like S3User.

   • Select Access key - Programmatic access to give this user access to the bucket via our extensions.

3. Assign Permissions:

   • Choose Attach existing policies directly.

   • Either use AmazonS3FullAccess to give broad permissions, or create a custom policy for more specific access.

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   • When this screen appears, select the Other option.

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4. Complete User Creation:

   • Finish the user creation wizard.

   • Download the user's Access key ID and Secret access key.

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5. Send Credentials:

   • Provide us with the new user credentials (Access key, Secret access key).