Documentation Index
Fetch the complete documentation index at: https://docs.costoptix.com/llms.txt
Use this file to discover all available pages before exploring further.
title: Team Management
description: Invite users, assign roles, and manage access for your organisation.
Roles
| Role | Access |
|---|
admin | Full access — manage accounts, users, billing, webhooks, SSO, and all cost data |
member | Read access to cost data, dashboards, budgets, and anomalies. Cannot modify organisation settings or manage users |
admin automatically.
User Limits
| Plan | Max users |
|---|
| Starter | 1 |
| Professional | 3 |
| Business | 50 |
| Enterprise | Unlimited |
Inviting Users
Go to Admin → Users → Invite User. Enter the invitee’s email address and select their role. Cost Optix sends an invitation email with a time-limited activation link.
If SSO is enabled on your plan, users with your registered email domain are created automatically on first login (JIT provisioning) — no manual invitation needed.
Changing a User’s Role
Go to Admin → Users, find the user, and click Edit. Role changes take effect on the user’s next request.
Deactivating and Removing Users
Deactivating a user immediately invalidates their session and blocks future logins without deleting their history. Deleting a user removes them permanently.
Bulk Operations
The admin panel supports bulk invite, activate, deactivate, and delete across multiple users at once.