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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 update login details, invite members, allow a company email domain, connect data, manage Teams, or review your plan and invoices. Most settings live in the user 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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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 organization settings instead.

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Organization settings

Organization settings control who can access your Costory workspace. Use organization settings to:
  • Invite new members.
  • Review existing members.
  • Add a verified company email domain so users can join automatically.
  • Manage domain-based access rules for your workspace.
Costory organization settings showing General, Members, API keys, organization profile, verified domains, and leave organization

Organization settings are where you manage members and verified domains for automatic joining.

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 member

Open the user menu next to your name, go to Organization, then use Members to invite the person by email.
2

Allow your company domain

Open Organization settings 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.

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.

Usage Metrics

Add business and observability metrics for unit economics.
Last modified on June 30, 2026