User Management

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

User Management

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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

Navigate to Settings > Team
Click "Invite Member"
Enter the user's email address
Select their role (Admin or Member)
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

Assign minimal necessary roles - Most users should be Members
Maintain multiple admins - Avoid single points of failure
Regular access reviews - Remove inactive users promptly
Monitor usage patterns - Track credit consumption by user
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.