Invite Users to Your Organization

When setting up your FinOps organization, it's important to consider the different roles you need for your account members.

The roles available within FinOps for Cloud include Organization Manager, Manager, Engineer, and Member. For a description of these roles, see User Management. Once you have determined the appropriate roles for each individual you want to add to your account, open User management to start adding new users.

Inviting users to your organization

In FinOps for Cloud, you cannot send an invitation to yourself. If you attempt to invite yourself, the platform displays a message.

To invite new members to your organization:

1. From the left sidebar, select User management.

2. On the User management page, select Invite.

3. On the Invite users page, complete the following steps:

   1. Email - Enter the email addresses of the members you want to invite. You can enter multiple addresses.

   2. Add role - Select Add role to choose a role. You must also select a pool for each member. All pools and sub-pools existing within your environment are displayed. Note that a member with Manager and Engineer roles can belong to several different pools.

4. Select Invite.

A confirmation message is displayed stating that the user has been invited, and an invitation email is sent to the individual.