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Inviting Users
Owners and Admins can invite new users to join the organisation by email.
Sending an invitation
- Navigate to Organisation > Team in the sidebar and click the Invite button in the page header.
- Enter the person’s Email Address.
- Choose a Role – either Member or Admin.
- Click Send Invite. The recipient will receive an email with a link to accept the invitation.
Note
Invitations can only be sent for the Member and Admin roles. To grant someone the Owner role, invite them first and then promote them via the action menu on the members table after they accept.
Managing pending invitations
The Team page has two tabs: Members and Invites. The Invites tab (visible to Owners and Admins only) lists every invitation that has been sent but not yet accepted. From there you can:
- Resend an invitation if the original email was lost.
- Revoke an invitation to cancel it before the recipient accepts.
Changing a user’s role
From the Members tab, open the action menu on a member’s row and pick a new role from the Change Role dropdown. All three roles – Owner, Admin, and Member – are available here. The change takes effect immediately.
Removing access
To remove an existing user, open the action menu on their row and click Remove. Their access is revoked immediately and they will no longer be able to view any of the organisation’s data.
Note
Removing a user does not delete any data they created, such as cost buckets or policies. Those items remain in the organisation.