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Security & Privacy4 min read

Team Permissions & Roles

Control who can access what within your organisation

Overview

Alexia.ai provides role-based access control (RBAC) to ensure team members can only access the features and data relevant to their role.

Available Roles

Three standard roles are available:

  1. Admin - full access to all features, settings, integrations, and team management
  2. Member - access to assigned departments, chat, goals, tasks, and reports
  3. Viewer - read-only access to shared reports and dashboards

Department-Level Access

Beyond roles, you can control which departments each team member can access. For example, you might give your marketing team access to the Marketing Manager but restrict access to the Finance or Legal managers.

Managing Permissions

Organisation admins manage permissions from Settings > Users. You can invite new members, change roles, adjust department access, and remove team members. Changes take effect immediately.

Audit Trail

All access changes are logged in the audit trail, including who made the change, what was changed, and when. This provides accountability and helps with compliance requirements.

Follow the principle of least privilege - give each team member access only to the departments and features they need for their role.