Creating Roles and Users

The Roles and Users page simplifies the process of controlling data access, making it straightforward to grant each user precisely the data they need. This article provides a step-by-step guide, walking you through the process of creating roles for your organization's structure, assigning specific cloud accounts to each role, and helping you efficiently manage users. It ensures that your data is secure and well-organized, so you can focus on what matters most – efficient and effective cost management.

Manage and Create Roles

Create Role

Each role is created with a specific type. This table outlines the access levels and allowed actions for each type:

Entities Admin Editor Viewer
Cost & Usage Explorer View & create View & create View & create
Events Create & edit & delete Create & edit & delete Create & edit & delete
Recommendation View & edit View & edit View & edit
Recommendation Preference View & edit View View
Dashboards Create & edit & delete Create & edit & delete View
Reports Create & edit & delete Create & edit & delete View
Assets View & create View & create  View & create
Business Mapping Create & edit & delete Create & edit & delete View
Filter Groups Create & edit & delete Create & edit & delete View
Virtual Tags Create & edit & delete Create & edit & delete View
Enrichment Tags Create & edit & delete Create & edit & delete Create & edit & delete
Budgets Create & edit & delete Create & edit & delete View
User Management Create & edit & delete No access No access
Integrations Create & delete No access No access
Anomaly Detection Create & edit & delete Create & edit & delete Create & edit & delete
Alerts Create & edit & delete Create & edit & delete View
Commitments View View View
K8s Cost & Usage Explorer View & create View & create View & create
K8s Assets View & create View & create View & create
K8s Preferences Create & edit & delete Create & edit & delete Create & edit & delete
CostGPT View & create View & create View & create

 

  1. Navigate to the Accounts > Roles & Usages page.
  2. Click on Create Role.
  3. Enter the role name.
  4. Choose the role type - Editor or Viewer.
  5. Select the accounts / linked accounts / subscriptions / projects that will be associated with the role.

    Monosnap screencast 2023-11-03 00-23-57.gif

Edit Role

  1. In order to change the role type, click on the dots next to the role, and click Edit Role.
  2. In order to add/edit the associated accounts, click on the integration icon.

Manage Roles

By using the filter option, you can determine which role a specific user belongs to, which role contains a specific linked account, etc.

dd.gif


Create and Manage Users

Add a user to a role

  1. In the role's details, click on the user icon.
  2. Choose if you want to add one or multiple users and click Save.

    Monosnap screencast 2023-11-14 22-34-09.gif

Move the user to another role

  1. Expand the role view by clicking the arrow icon.
  2. Select the revenant user(s) and click on the 3 dots next to the user's email.
  3. Click on Edit role.
  4. Select the new role and click Save.

    changerole.gif