Members & roles
CloudOptify uses role-based access so each member has the right level of visibility and control. Members are managed by the organization owner/admins (plan limits apply to member count).
| Capability | Owner | Admin | Contributor | Reader |
|---|---|---|---|---|
| View all cost data & findings | ✓ | ✓ | ✓ | ✓ |
| Run scans on demand (where the plan enables it) | ✓ | ✓ | ✓ | – |
| Manage groups, alerts, reports | ✓ | ✓ | ✓ | – |
| Save & share OptiQL queries | ✓ | ✓ | ✓ | – |
| Assign Work Board items | ✓ | ✓ | ✓ | – |
| Progress own Work Board items | ✓ | ✓ | ✓ | ✓ |
| Manage members & roles | ✓ | ✓ | – | – |
| Manage cloud connections | ✓ | ✓ | – | – |
| Billing & subscription | ✓ | – | – | – |
Choosing roles
Section titled “Choosing roles”- Reader suits stakeholders who consume dashboards and work their own assigned items.
- Contributor suits practitioners who run scans and manage day-to-day FinOps configuration.
- Admin adds people/connection management; Owner holds billing.