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Users and groups

In SavingsNow, the management of users, roles and permissions is crucial for data security, compliance and efficient management. SavingsNow provides comprehensive solution for enterprise customers, allowing administrators to easily add, delete and modify user information. Role management enables flexibly assignment of permissions to control user operations. Combined with user group management, organizational structure, and projects, this ensures secure and compliant data access. These features enhance system management efficiency and security, offering strong support for organizational management.

User Management​

The first user to register to SavingsNow is granted administrator privileges by default.

Administrators can manage enterprise members using the "user management" feature, which includes inviting users by email, viewing user information under the enterprise, editing user details, freezing account, and removing users.

Invite users​

Administrator sends an email notification to others to join SavingsNow enterprise tenants; Enterprise members receive email notification and accept the invitation to join SavingsNow.

  • Administrators can invite users by clicking the [+Invite users] button to open the invitation dialog

  • Administrators can add multiple user emails at once and assign roles, organizational structures, and projects to each user. This feature streamlines the process of onboarding multiple users efficiently, ensuring they have the appropriate permissions and access from the start.

  • When the new user receives an invitation email, click the link in the email, which redirects them to the registration page, then fill in their username & password and other required information, click [Register] to complete the process and join the enterprise tenant on SavingsNow.

Edit users​

In the "User Edit" feature, you can easily update the user's personal information, including name, email, contact information, user group, user role, and so on.

  • In the "User Management" Tab, select a user from the user list and click the [Edit] button in the action column on the right.
  • In the pop-up user information edit window, make the necessary changes and click [Confirm] to save the updates.

Password reset​

The password reset feature allows the administrator to reset the user's login password to address forgotten passwords or security issues.

  • In the "User Management" Tab, select a user, click [More] and choose the [Reset Password] option.
  • After clicking [Confirm], the system generates a new password and sends it to the user via email.

Freeze users​

The user freeze feature allows administrators to temporarily disable a user from accessing the system, usually for handling violations or security issues.

  • In the User Management Tab, select a user from user list, click Action [More] and select the [Freeze] option.
  • After clicking [Confirm], the user will be unable to log in to SavingsNow system until the freeze is lifted.

Remove users​

The user removal function allows administrators to permanently delete a specified user account from the system. This action is irreversible and will prevent the user from logging in again.

  • In the User Management Tab, select a user, click Action [More] and select [Remove User from Enterprise].
  • After clicking [Confirm], the user's information will be permanently deleted from the "User List."

Group Management​

User groups in SavingsNow are a way to organize and manage users. Administrators can classify multiple users into groups for unified role and permission settings, resource allocation, or notifications.

SavingsNow provides predefined user groups (e.g., FinOps Practitioner), but administrators can create custom groups. Proper use of user groups enhances management efficiency, reduces costs, and improves information security.

When setting up user groups, consider the organizational structure, business needs, and security policies. Assign users to appropriate groups and set suitable role permissions, e.g., Operator group for operations staff, ProjectManager group for project managers.

Create a new group​

With the New Group feature, you can easily create and manage groups, add or remove users to a group, configure roles, and more.

  • In the "User Group Management" Tab, click the [+Create User Group] button at the bottom of the left hand list.

  • In the pop-up drawer, enter relevant information about the group.

  • Click [OK] to save the new user group settings; Otherwise, click [Cancel] to discard the current operation.

Edit groups​

The user group editing feature allows you to update the group's name and roles to meet changing system requirements.

  • In the "User Group Management" tab, select a user group from the left-hand list and click the [Edit] icon.
  • In the pop-up window, make necessary changes, and click [Confirm] to finish saving.

Remove groups​

The user group deletion feature allows administrators to permanently delete a user group from the system. Use this feature cautiously, as deleted user group data cannot be restored.

  • In the "User Group Management" tab, select a user group from the left-hand list and click the [Delete] icon.
  • After click [Confirm], the group will be permanently removed from the group List, but the users in the group will not be removed.

Adding members​

The member addition feature allows you to add users to a specific user group, assigning them the appropriate permissions and access levels.

  • In the "User Group Management" tab, select a user group from the left-hand list and click the [+ Add Member] button above the user list on the right.
  • Open the "Add Members" window, search and check the user you want to add, then click [Confirm] to save the changes.

Remove members​

The member removal feature allows you to remove specific users from a user group to adjust their permissions and access levels.

  • In the "User Group Management" tab, select a user group from the left-hand list. The right-hand list displays all users in that group.
  • Select the user to remove and click the [Remove from Group] button. [Confirm] to finalize the change, which revokes the user's group permissions.