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Overview

Apten uses a role-based access control system to manage what users can see and do within your organization. There are three roles available:
  • Admin - Full access to all features and settings
  • Analyst - Access to data, reports, and analytics
  • Member - Basic access to view conversations

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Role Permissions

FeatureAdminAnalystMember
View Conversations✅✅✅
Build & Automations✅❌❌
Guardrails✅❌❌
Tags Management✅❌❌
Notifications✅❌❌
Export Data✅✅❌
Import Leads✅✅❌
Manage Leads✅✅❌
Reports✅✅❌
Metrics✅✅❌
Integrations✅❌❌
Developer Portal✅❌❌
Organization Settings✅❌❌
Manage Members✅❌❌

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Managing Members

Only Admins can manage organization members. To invite or manage users:
  1. Navigate to Organization Settings > Members
  2. Click Invite Member to add a new user
  3. Enter their email address and select a role
  4. Click Send Invite
To change a member’s role:
  1. Find the member in the Members list
  2. Click on their current role
  3. Select the new role from the dropdown
Changing a user’s role takes effect immediately. The user may need to refresh their browser to see their updated permissions.

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Best Practices

  • Use the principle of least privilege - Assign users the minimum role needed for their job function
  • Limit Admin access - Only give Admin access to users who need to manage automations and settings
  • Use Analyst for data teams - The Analyst role is ideal for team members who need to review performance data and export reports without modifying AI behavior
  • Use Member for stakeholders - The Member role works well for stakeholders who need visibility into conversations but shouldn’t modify anything