Add team members, assign roles, and manage access to your Costif.ai organization.
Costif.ai uses role-based access control (RBAC) to manage permissions. Each user is assigned one role that determines their access level.
Complete control over all features including billing, users, agents, and organization settings.
Can add, edit, and remove users. Ideal for HR or team leads who manage team access.
Can deploy, configure, and manage agents. Perfect for IT administrators handling deployments.
View-only access to dashboards and reports. Cannot make changes. Good for stakeholders and auditors.
Access the users page from the portal
Log into your Portal
Go to portal.costif.ai and sign in with your admin account
Open Settings
Click the Settings icon in the left sidebar
Select Users
Click on Users in the settings menu to see your team members
Permissions Required
You need Admin or User Admin role to add or modify users.
Invite a team member to your organization
Click "Add User"
Click the + Add User button in the top right corner of the Users page
Enter User Details
Fill in the required information:
Select a Role
Choose the appropriate role based on what the user needs to do:
Click "Create User"
The user will be added to your organization immediately. If no password was set, they'll receive an email to set one.
Or create users via the API:
curl -X POST "https://api.costif.ai/api/v1/users" \
-H "Authorization: Bearer YOUR_TOKEN" \
-H "Content-Type: application/json" \
-d '{"email": "user@example.com", "full_name": "John Doe", "role": "read_only"}'Change roles or user information
Find the User
On the Users page, locate the user you want to update in the list
Click Edit
Click the Edit button or the user's row to open their profile
Make Changes
You can update:
Save Changes
Click Save to apply the updates
Important Notes
Remove access without deleting the account
Deactivating a user removes their ability to log in while preserving their activity history and audit trail.
Navigate to the User
Go to Settings, then Users, and find the user to deactivate
Open User Settings
Click on the user to open their profile
Toggle Active Status
Switch the Active toggle to off, or click Deactivate User
Assign the minimum role needed. Start with Read Only and upgrade as needed.
Always have at least two Admin users to prevent lockout situations.
Review user access periodically. Deactivate users who no longer need access.
Deactivate users immediately when they leave the organization.
Having trouble managing users? We're here to help.