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Optimaze organisations have members with one of two roles: Admin or Member. Admins can invite and remove users, manage integrations, and perform sensitive actions such as creating and revoking API keys. Members have standard dashboard access with limited administrative capabilities. This guide covers the Users page, inviting colleagues, and removing access.

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The Users page

Under Settings, select Users in the dashboard. The page lists everyone in your organisation with their name, email, role, status, and the date they joined.

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Organisation roles

There is no separate read-only dashboard role. For programmatic read-only access, use API keys with read scopes such as metrics:read or budgets:read.

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Inviting a user

Click Invite in the top right to open the invite dialog.
  1. Enter the user’s email address.
  2. Select a role — Member (default) or Admin.
  3. Click Invite.
If the person already has an Optimaze account, they are added to your organisation immediately. If they are new, Optimaze creates an invited account and sends a welcome email. They activate their account on first login through Auth0.
Only organisation admins should invite users and assign the Admin role. The user who creates an organisation is automatically granted Admin.

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Removing a user

To remove someone from your organisation:
  1. Find the user in the list.
  2. Open the row actions menu.
  3. Choose Remove and confirm.
Removing a user revokes their access to your organisation. Their Optimaze account may still exist if they belong to other organisations.

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Authentication

Users sign in to Optimaze through Auth0. After login, Optimaze verifies organisation membership and issues a session scoped to the active organisation. Enterprise customers can configure SSO (SAML or OIDC) through Auth0. Contact your Optimaze account team or support@optimazehq.com for SSO setup guidance.
  • Security — data protection, compliance, and cloud integration security
  • API keys — programmatic access and scope permissions