Onboarding Users to OneLens
Overview
To ensure secure and role-appropriate access across your organization, OneLens requires all other team users to be explicitly added by an Admin user. Without this setup, team members cannot sign in or interact with the platform.
Through the following setup you can also:
Control over who has access to OneLens.
Align permissions with user roles and personas.
Maintain organizational governance over their cost visibility and actions.
NOTE
Only users with the "Admin" user type can add or manage other users in OneLens. Make sure you log in with an admin account.
Adding a New User
Log in with Admin Access
Sign in to OneLens UI using an email that has admins privileges.
Go to User Settings
Click Settings in the left sidebar.
Under the Organization section, select User Settings.
Create User
The user list appears displaying all the current users along with their status (Active, Inactive). Click the Create User button located at the top right.
Select User Type
Admin: Has full platform access and can change organization-wide settings.
Member: Has limited access to specific cost centers with assigned roles.
Enter User Details
Enter the user email address, first name and last name.
Choose the User persona (e.g FinOps Owner, Developer, DevOps Owner)
Assign Cost Centers (Member User Only)
For members type, select one or more cost centers the user can access.
Understand Your Cost Center Hierarchy First
Before assigning, ensure you’re familiar with how cost centers are structured in your organization. This determines what data and actions the user can access.
You can also view or modify the cost center hierarchy anytime by going to Settings → Business Mapping Cost → Organization Cost Center.
Confirm the Creation
Click Create to send out a confirmation mail to the user.
What Happens After
Once the user is created, their status updates to Active.
The user can then log in to the OneLens platform.
Read the login guide to learn how users can access their account.
Managing Existing User Access
You can view and take actions on any user—whether they are Active or Inactive state.
Open User Settings
Navigate to User Settings via the Settings menu.
Find Users
Use the search bar or status filters to locate the user.
Access User Actions
Click the three horizontal dots at the end of the user's row to open the menu.
Choose Action
Revoke Access: Deactivate the user immediately.
Edit Access: Modify user role, persona or access level as per cost centers.
Access Revocation: Impact & Recovery
Revoking a user’s access deactivates their account immediately. The user's status will change to Inactive.
Once revoked:
The user will no longer be able to log in.
Their profile will remain visible with an Inactive status.
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