User Management

CloudZero allows you to manage user access to your organization through the following features:

• User roles determine a user's level of access to platform features and settings.
• User groups determine a user's level of access to specific spend data.

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How to Invite New Users to CloudZero

To invite someone to join your CloudZero organization, ask them to navigate to https://app.cloudzero.com and create an account using an email address matching the email domain your organization was set up with. They will automatically join the organization.

User Roles

CloudZero supports three types of user roles:

• Organizer: Grants full access to all features and all data on the platform.
• Editor: Grants read, create, and edit access for non-administrative features.
• Viewer (formerly called Member): Grants read-only access for non-administrative features.

Additionally, if you are an Organizer, you can control a user's access to specific spend data by assigning them to one or more user groups.

Viewing and Managing Your Organization's Users

If you are an Organizer, you can view a list of all users in your organization on the Users page:

This page includes the following information for each user:

• Email address
• Groups the user is a member of
• Role

On this page, you can also change a user's role or remove a user from the system.

To change a user's role, select a role from the drop-down menu in the Role column:

To delete a user from CloudZero, select the trash can icon:

Limiting Data Access

Organizers can control a user's access to spend data through the creation and management of user groups. New users are automatically added to the default group, which grants All Access unless modified by an Organizer.

Organizers can also move users to a different group or add them to multiple groups.