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.