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Create your account

Summary​

Welcome to Costimizer! This guide walks you through the initial setup phase, from creating your account to connecting your first cloud data sources. Whether you are a CFO looking for immediate financial visibility or an engineer ready to deploy our Agentic AI optimization, you are in the right place.

Estimated time: 8 minutes
Required role: Organization Manager (for invitations)

Step 1: Create your account​

To begin using Costimizer, you must first create an account or log in to an existing one.

  1. Navigate to the Costimizer registration page at dashboard.costimizer.ai/register.
  2. Provide your standard professional details:
    • First Name
    • Last Name
    • Business email (login)
    • Password & Confirm password
  3. Click the Register button.

Costimizer registration form

Upon your first successful login, you will be greeted by the Welcome to Costimizer pop-up on your main Overview page.

Step 2: Complete organization setup​

After first login, Costimizer redirects you to Initialize (/initialize):

  • Accept pending invitations to join existing organizations, or
  • Create a new organization if you are the first user

Invite teammates (optional)​

Navigate to Settings → User Management to view members and roles.

  1. Click Invite employees
  2. Enter email addresses
  3. Assign a role:
    • Organization Manager — full org access including data sources and invites
    • Manager — manage pools and resources in assigned scope
    • Engineer — manage own resources and book environments
    • Member — read-only access in assigned scope
  4. Send invitations

Ask invitees to accept the email link and confirm they see the Home dashboard for the correct organization.

What you'll see in Costimizer​

  • Home dashboard after successful setup
  • Settings → User Management listing all org members
  • Pending invitations until accepted

Key takeaways​

  • Cloud data source connection is the next step after account setup — see Connect your first cloud
  • Use pool-scoped roles when teams should only see their cost allocation slice
  • Organization Manager is required to connect data sources and manage billing