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This page is about people who can sign in to CostOptix. To assign spend to engineering teams, see Ownership.

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Roles

The person who creates the organisation is an admin.

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User limits

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Inviting people

Open Organization Admin from the profile menu, go to Users and click Invite User. Enter their email and pick a role. They get an email with a link that expires after a while. Pending invitations are on the Invitations tab. With SSO turned on, people from your email domain are created automatically the first time they sign in, so you do not need to invite them.

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Changing a role

In Organization Admin → Users, open the person and click Edit User. A role change applies from their next request.

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Removing access

In Organization Admin → Users, open the person, click Edit User and untick Account is active. They can no longer sign in, and their history is kept. You cannot deactivate yourself.