Team Management
Invite colleagues to collaborate on cost optimization in your CostLens organization.
Invite your colleagues to collaborate on cost optimization. All users you invite are placed in your organization — they see the same accounts, recommendations, and billing data.
Inviting a team member
Navigate to Team
Click Team in the sidebar.
Open the invite dialog
Click Invite Member in the top right.
Fill in member details
Enter the person's full name, email address, and select a role.
Send the invite
Click Send Invite. A temporary password will be displayed — copy it and share it securely with your colleague (e.g. via Slack DM or email).
First login
Your colleague signs in with their email and the temporary password. They should change their password immediately after first login.
Changing a member's role
In the Team table, admins can change a member's role using the inline dropdown in the Role column. The change takes effect immediately — no save button required.
Removing a member
Click Remove next to a member row to deactivate their account and revoke all access. They will be unable to sign in. You can re-invite them later if needed.
Tip
Assign the Viewer role to stakeholders, executives, or auditors who need read-only visibility into costs without the ability to make changes.