User Management

Getting Started

User management in Antalyze allows you to control who has access to your chatbots, analytics, and administrative features. Set up your team with appropriate permissions to maintain security while enabling collaboration.

Adding Team Members

Invite new team members to join your Antalyze organization:

1. Navigate to the Users section in your dashboard
2. Click "Invite Team Member"
3. Enter their email address and select a role
4. Send the invitation
5. They'll receive an email to complete registration

User Roles & Permissions

Built-in Roles

Antalyze includes several predefined roles with different permission levels:

Custom Roles

Create custom roles tailored to your organization's specific needs:

• Define granular permissions for different features
• Assign specific bot access permissions
• Control analytics and reporting access
• Set conversation management privileges

User Account Management

Profile Settings

Each user can manage their own profile settings including:

• Personal information and contact details
• Password and security preferences
• Notification settings
• Language and timezone preferences

Two-Factor Authentication

Enhance security by enabling two-factor authentication (2FA) for all users:

1. Go to Security Settings in your profile
2. Enable Two-Factor Authentication
3. Scan the QR code with your authenticator app
4. Enter the verification code to confirm setup

Team Collaboration

Departments & Groups

Organize users into departments or groups for better workflow management:

• Create department-specific access controls
• Assign bot ownership to specific teams
• Set up escalation paths between departments
• Configure team-based notifications

Collaboration Features

Enable effective team collaboration with built-in features:

• Shared conversation notes and annotations
• Team chat and internal messaging
• Collaborative bot training and improvement
• Shared template and response libraries

Access Control

Bot-Level Permissions

Control which users can access specific bots:

• Assign bot ownership to individual users
• Grant read-only or edit access to team members
• Set up approval workflows for bot changes
• Control publishing and deployment permissions

Data Access Controls

Protect sensitive information with granular data access controls:

• Conversation data access by department
• Customer information visibility settings
• Analytics data segmentation
• Export and download permissions

User Activity Monitoring

Activity Logs

Track user activities across your organization:

• Login and authentication events
• Bot configuration changes
• Conversation handling activities
• Administrative actions

Usage Analytics

Monitor how your team uses Antalyze features:

• Feature adoption rates
• User engagement metrics
• Performance indicators by user
• Training and onboarding progress

Security Best Practices

Troubleshooting

Common Issues

Resolve common user management issues:

User Can't Access Bot

• Check user role permissions
• Verify bot-specific access settings
• Ensure user account is active
• Review department assignments

Invitation Email Not Received

• Check spam/junk folders
• Verify email address spelling
• Resend invitation from user management
• Contact support if issue persists