User Management

This page explains how to manage team members, assign roles, and control access within your AlphaLens organization.

User Management

Thi

Frontend Management: User management is fully handled through the AlphaLens web interface. Visit your Team settings to manage users and invitations.

Team Size Limits

Each subscription tier includes a specific number of team member seats:

Subscription Tier

Maximum Team Members

Free

1 user

Starter

10 users

Professional

25 users

Max

50 users

Seat Limits: Your team size is limited by your subscription tier. Upgrade your plan to add more team members.

User Roles & Permissions

Admin vs Member Comparison

Capability

Admin

Member

Team Management

Invite new users

✅ Yes

❌ No

Remove team members

✅ Yes

❌ No

Change user roles

✅ Yes

❌ No

View all team members

✅ Yes

✅ Yes

API & Data Access

Create API keys

✅ Yes

✅ Yes

Access organization data

✅ Yes

✅ Yes

Access product data

✅ Yes

✅ Yes

Access person data

✅ Yes

✅ Yes

Acess Address data

✅ Yes

✅ Yes

Access funding round data

✅ Yes

✅ Yes

Create/Access scouting reports

✅ Yes

✅ Yes

Manage collections

✅ Yes

✅ Yes

Account Management

View billing information

✅ Yes

❌ No

Manage company settings

✅ Yes

❌ No

Update company profile

✅ Yes

❌ No

Role Strategy: Most team members should have the Member role. Only assign Admin role to users who need to manage the team or billing. ::

Inviting Team Members

Using the Web Interface

  1. Navigate to Settings > Team

  2. Click "Invite Member"

  3. Enter the user's email address

  4. Select their role (Admin or Member)

  5. Click Send Invitation

Invitation Process: Invitations are valid for 7 days. Users will receive an email with instructions to join your team.

Invitation Management

Pending Invitations:

  • View all sent invitations and their status

  • Cancel pending invitations if needed

  • Resend invitations that may have been missed

Invitation Acceptance:

  • New users: Create account and join your team

  • Existing users: Migrate to your company automatically

Programmatic Access: Team management API endpoints are also available. Contact us if you need programmatic user management capabilities.

Managing Existing Users

Role Change Rules and restrictions:

  • Only Admins can change user roles

  • Users cannot change their own roles

  • Must maintain at least one Admin per company

  • Super Admin role is restricted to AlphaLens staff

Admin Protection: You cannot demote yourself if you're the last admin in the company. Another admin must be promoted first, or the company must be deleted. ::

Security & Best Practices

User Account Security

API Key Management:

  • Each user manages their own API keys

  • Keys are personal and non-transferable

  • Regular key rotation recommended

  • Automatic key expiration available

Access Monitoring:

  • All user actions are logged

  • Usage patterns tracked per user

  • Audit trail for compliance

Team Management Best Practices

  1. Assign minimal necessary roles - Most users should be Members

  2. Maintain multiple admins - Avoid single points of failure

  3. Regular access reviews - Remove inactive users promptly

  4. Monitor usage patterns - Track credit consumption by user

  5. Use descriptive names - Help identify users and their purposes

Security First: AlphaLens automatically enforces role-based access control and logs all user activities for security monitoring. ::

Troubleshooting

Common Issues

Cannot invite users:

  • Check if you've reached your team size limit

  • Verify you have Admin role

  • Ensure email address is valid

Invitation not received:

  • Check spam/junk folders

  • Verify email address spelling

  • Resend invitation if expired

Cannot change roles:

  • Only Admins can modify user roles

  • Cannot demote the last admin

  • Some role changes require Super Admin

Need help with team management? Our support team can assist with user setup and role configuration.