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Access Scopes

Overview

Access scopes limit what a Perspective User can see. Use scopes when a user should work only with selected providers, accounts, regions, services, tags, billing accounts, or resource groups.

Who can use this

You need permission to edit users.

Before you begin

Confirm that:

  • The user has or will have the Perspective User role.
  • Dynamic Perspectives exist for the data you want to scope.
  • You know which perspective or filter conditions should apply.

Add scope from an existing perspective

  1. Open Organization > Overview.
  2. Select Users.
  3. Find the user and select Edit.
  4. In Role, select Perspective User.
  5. Select Select Perspectives.
  6. On the Select Perspective page, use Search if needed.
  7. Select one or more rows in the Perspective table.
  8. Select Confirm.

CloudVerse saves the selected perspective filters as the user's scope and returns to Edit User.

Apply selected items from a perspective tree

  1. Open Select Perspective.
  2. In the row you want to inspect, select View.
  3. In Perspective Tree View, choose a date range if needed.
  4. Select items in the preview tree.
  5. Select Apply Selection.

CloudVerse saves the selected tree items as scope filters.

Create a custom scope

  1. Open Select Perspective.
  2. Select Create Scope.
  3. On Configure Scope, use the Scope panel to add dimensions.
  4. Use Conditions to choose allowed values.
  5. Review the Preview.
  6. Select Save Scope.

Use Clear All to remove the current draft before saving.

Expected result

The user sees a Dynamic Perspective Scope preview on the Edit User page. If no scope is configured, the preview shows No scope configured.

Notes and limitations

  • The scope UI appears only when Perspective User is selected.
  • Removing Perspective User from a scoped user shows Scope will be removed.
  • Saving scope stores filters, not group-by settings.

Troubleshooting

If Select Perspectives is missing, confirm the user has Perspective User selected in Role.

If Save Scope is disabled, add at least one condition.

If the preview is empty, adjust the date range or conditions. The UI shows No results found when the selected perspective does not return preview data.