User Management
CloudZero allows you to manage user access to your organization through the following features:
- User roles specify a user's level of access to platform features and settings.
- User groups specify a user's level of access to specific spend data.
To invite a new user to CloudZero, invite the user to join your CloudZero organization.
Ask the user 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. The new user 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.
| Feature | Viewer role | Editor role | Organizer role |
|---|---|---|---|
| Explorer | Filter and Export | Filter and Export | Filter and Export |
| Events | View | Create | Create and Delete |
| Analytics | View dashboards (export and schedule) | Create, Edit, and Delete | Create, Edit, and Delete |
| Insights | View | Create, Edit, and Delete | Create, Edit, and Delete |
| Budgets | View | View | Create and Edit |
| User and API management | No Access | No Access | Full Access |
| Connections | No Access | No Access | Full Access |
| Cost Formation | No Access | No Access | Full Access |
| Views | No Access | No Access | Full Access |
In addition, if you are an Organizer, you can control a user's access to specific spend data by assigning the user to one or more user groups.
View and manage 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:
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:
Limit access to spend data
Organizers can control a user's access to spend data through 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.
Updated 14 minutes ago