Validating Access

Overview

Validate access after inviting a user, changing a role, deleting a custom role, or configuring a Dynamic Perspective scope.

Who can use this

Admins with organization access permissions can validate user and role setup.

Before you begin

Know which access outcome you expect:

• Which CloudVerse areas the user should see.
• Which actions the user should be able to take.
• Which cost data the user should see if scoped.

Check the user record

1. Open Organization > Overview.
2. Select Users.
3. Find the user.
4. Confirm the ROLE, STATUS, and USERS columns.
5. Select the user's name to open User Details.
6. If the user is a Perspective User, review Dynamic Perspective Scope.

Check the role definition

1. Open Roles.
2. Select the role name.
3. Review Permissions.
4. Review Users Assigned to this Role.

Validate scoped access

1. Open the user's Edit User page.
2. Confirm Perspective User is selected in Role.
3. Review the scope preview.
4. If scope is missing, select Select Perspectives.
5. Confirm or create the scope.

Expected result

The user's role and scope match the intended access.

Notes and limitations

• Validation is not a replacement for testing with an approved test account when a workflow is sensitive.
• Some features may be enabled gradually by tenant or module.

Troubleshooting

If the user can see the page but not expected data, check Dynamic Perspective scope filters.