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Manage groups

The Manage Groups tab is where groups are created and edited by hand.

Create a group

Section titled “Create a group”
  1. On Cloud Groups → Manage Groups, click New Group.
  2. Name the group (e.g. “Platform Engineering”) and optionally add business metadata such as environment or cost center — useful for chargeback context.
  3. Assign members: tick the Azure subscriptions and AWS accounts that belong to it.
  4. Save. The group immediately appears in the group report and the global filter.

Edit membership

Section titled “Edit membership”

Open a group to add or remove subscriptions/accounts at any time. If exclusive membership is enabled and you assign an account that already belongs to another group, CloudOptify points out the conflict so allocation stays clean.

Deleting a group

Section titled “Deleting a group”

Deleting a group removes the grouping only — it never touches the underlying cloud accounts or their data. Reports or alerts scoped to that group are flagged so you can re-scope them.