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

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Roles

RoleAccess
adminFull access — manage accounts, users, billing, webhooks, SSO, and all cost data
memberRead access to cost data, dashboards, budgets, and anomalies. Cannot modify organisation settings or manage users
The first user who creates an organisation is assigned admin automatically.

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User Limits

PlanMax users
Starter1
Professional3
Business50
EnterpriseUnlimited

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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.