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Settings

Costory settings are split across personal account settings, organization settings, and Costory-managed settings. Use this page when you need to invite users, update login details, allow a company email domain, connect data, manage Teams, or review your plan and invoices. Admin users invite teammates from the account name in the left sidebar, then Invites. Other Costory settings live in the menu next to your name. Some account and organization screens are hosted by Costory’s authentication provider, since it controls sign-in, email addresses, passwords, connected accounts, and organization membership.
Costory user menu showing Teams, Data Integrations, Plan and Invoices, API Keys, and theme options

Open the menu next to your name to access Teams, Data Integrations, Plan and Invoices, API Keys, and theme settings.

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Settings overview

If a settings screen looks different from the rest of Costory, it is usually an authentication-provider screen. Changes made there still apply to your Costory account or organization.

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Invite users

Only Admin users can invite people to your Costory organization. If you do not see Invites, ask an Admin to send the invitation or to grant you the Admin role.
1

Click the account name

In the left sidebar, click your account name. This is the organization name above your user profile.
2

Open Invites

Select Invites to open organization membership and pending invitations.
3

Send the invitation

Enter the person’s email address and click Invite. They receive an email to join the organization.
Costory organization Members screen with the Invitations tab, Invite button, and verified domain auto-join options

Organization Invites is where Admins send invitations and review pending invites.

You can also let people join without a manual invite by adding a verified company email domain. See Identity and Access for auto-join, SSO, and SCIM.
Inviting someone to the organization is separate from adding them to a Costory Team. Teams control cost scopes and default metrics. Invite them here first, then add them in Teams.

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Personal account settings

Use personal account settings to manage your own sign-in details. You can usually update:
  • Profile name and avatar.
  • Email addresses.
  • Password, when password sign-in is enabled for your account.
  • Connected accounts such as Google or Microsoft.
Personal account settings screen showing profile details, email addresses, and connected accounts

Personal account settings cover profile details, email addresses, and connected sign-in methods.

These settings affect your user account, not the full Costory organization. If you need to change how other users join, use Invites instead.

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Organization settings

Organization settings control who can access your Costory workspace. Use organization settings to:
  • Invite new users from Invites.
  • Review existing members.
  • Add a verified company email domain so users can join automatically.
  • Manage domain-based access rules for your workspace.
For SSO, SCIM directory sync, domain auto-join, and identity-provider requirements, see Identity and Access.

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Costory-managed settings

Costory-managed settings control your FinOps workspace configuration.
Treat API keys like passwords. Store them in a secret manager, rotate them when team access changes, and delete keys you no longer use.

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Common tasks

1

Invite a user

Click the account name in the left sidebar, open Invites, then send the invitation by email. This is available to Admin users.
2

Allow your company domain

Open Invites from the account name and add a verified domain. Users with that company email domain can join your Costory organization automatically when auto-join is enabled.
3

Create a Costory team

Open Settings > Teams, click Create Team, then add members and scopes. See Teams for the full setup.
4

Connect a data integration

Open Data Integrations from the user menu, then choose the provider you want to connect. Use Billing Data for AWS, GCP, Azure, and other billing exports.
5

Review invoices or plan details

Open Plan & Invoices from the user menu to check your subscription, invoices, and billing details.

Sharing

Grant Reader, Editor, or Can manage on dashboards and other objects.

Identity and Access

Compare auto-join, SSO, SCIM, and identity-provider options.

Teams

Configure team scopes, members, dashboards, and default cost metrics.

Billing Data

Connect cloud billing exports and monitor ingestion health.

Metrics Correlation

Add business and observability metrics for unit economics.
Last modified on September 16, 2026