Team management

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title: Team Management description: Invite users, assign roles, and manage access for your organisation.

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Roles

The first user who creates an organisation is assigned admin automatically.

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User Limits

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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.

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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.

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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.

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Bulk Operations

The admin panel supports bulk invite, activate, deactivate, and delete across multiple users at once.