Manage users

After adding users, you can edit user details, update role assignments, manage Access Policies, change the default dashboard, and deactivate users when appropriate.

Edit a user

Use this option to update user details, roles, Access Policy, default dashboard, or active status.

Procedure

1. Locate the user you want to modify.

2. Click the Edit icon in the Actions column.

3. Update the required fields:

   • Name, User Name, and Email

   • Roles — Update the user's assigned roles.

   • Access Policy — Select the Access Policy that determines which Cloud data the user can access. Admin and Cost Model Manager users do not require an Access Policy.

   • Default Dashboard — Change the dashboard shown by default.

   • Active — Activate or deactivate the user account.

4. Click SAVE.

Click SAVE to apply the changes. Changes take effect immediately.

Delete a user

Use this option only if the user has not contributed to any data or reports.

Procedure

1. Locate the user you want to remove.

2. Click the Delete icon in the Actions column.

3. Confirm the deletion when prompted.

Deactivate a user

Deactivating a user prevents them from signing in while preserving their historical contributions, data ownership, and audit records. This is the recommended approach for users who no longer require access but have previously contributed to the system.

Procedure

1. Sign in to the application as an Admin.

2. Navigate to Admin → User Management → Users.

3. Locate the user you want to deactivate.

4. Click the Edit icon in the Actions column.

5. In the Edit User screen, locate the Active toggle.

   1. Set Active = No.

      

6. Click OK on confirmation popup.

7. Click SAVE.

The user is deactivated and can no longer sign in.

After deactivating:

• All historical contributions remain intact.

• The user account can be reactivated later by setting Active = Yes.

Related content

• Add users

• Assign and manage a user's Access Policy