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Roles and access

Account roles, product access, the active account, plans and the limits an account carries. Terms are those the console and the platform's account model use.

Membership

A member is one user's membership of one account. The member record carries:

Part Values Meaning
Role Admin, Viewer What the member may do to the account itself
Ideate access on or off Whether the member may work in Ideate for this account
Build access on or off Whether the member may work in Build for this account
Monthly usage limit credits a month; empty means none The most credits the member may use in this account each calendar month (UTC)
Cost code text, optional The customer's own accounting identifier to which the member's spend is attributed

Ideate and Build access are independent of the role: an admin may hold neither, and a member with both may be a viewer.

Account roles

Role Allows
Admin Everything a viewer can, plus: add and remove members, grant and revoke Ideate and Build access, approve or decline access requests, manage recognised domains and auto-enrol, set member roles, see account activity, set members' and the account's monthly usage limits, see and pay invoices, edit account details and billing information
Viewer Read the account. Every member has at least this role; adding a member always grants it

The console names the role column Account admin. Change role switches a member between admin and viewer; a role cannot be cleared without removing the member.

Product access

Access Console control With access Without access
Ideate Alis Ideate switch on Members Full ideation access: projects, interviews, artifacts and chats. Usage is measured in credits against the account Projects shows shared projects only; Limited Ideate functionality card
Build Alis Build switch on Members Full Build access for the account: Activity, Build environments, Workstations, Skill store. Product and build-environment permissions are granted separately Alis Build access required page with Request Alis Build access

How access is granted

Route Who acts Result
Add member with a product selected Admin Member added with that product's access
Product switch on Members Admin Access granted or revoked
Bulk action bar Admin Access granted or revoked for up to 20 members
Access requests Admin approves a request Access granted; a declined requester may request again
Product auto-enrol Admin switches a product on for recognised domains Anyone signing in with a recognised domain can join the account and claim that product without approval
Invite a fellow builder Admin Emails an invitation to become a builder; optionally adds the person to an account the inviter owns with Build and Ideate access

The active account

Each user has one active account, shared by Ideate, Build, the console and the CLI. It is carried in the user's session.

Property Value
Set by The account card in the console; alis accounts select accounts/ACCOUNT in the CLI
Requirement The user is a member of the account. Product access is checked separately when entering Ideate or Build
Read by Every page in the console; every CLI command that needs an account
Effect Ideate and Build usage is measured against it; it is the account invoiced for that usage
Fallback A fresh sign-in with no active account restores the account last used in that browser

Plans

An account holds exactly one plan across the platform. The plan sets a single credit rate that every tool's usage draws against.

Plan Description
Express The free trial tier. Once expired, usage is blocked until the account moves to a paid plan
Foundation First paid plan
Professional Second paid plan
Enterprise Carries a fixed monthly account fee on top of credit spend
Partner The partner tier, with a cap on Build credits billed per builder per month

Each plan defines: the price per 100 credits in the account's currency, the account fee (Enterprise only), the credits drawn per active build hour, the Build credit cap per builder (Partner only), and the maximum number of ideas and products.

Billing modes

Mode Plans Behaviour
Prepaid Foundation The balance is topped up to a minimum at the start of each billing period; the minimum acts as a monthly commitment
Billed in arrears Professional, Partner, Enterprise You are billed monthly for what you use. With a limit set, new work can't start once the month's usage reaches it, and a limit of zero allows no new work; with no limit set, usage is never stopped. Work that is already running always finishes

Invoices

Property Value
Scope One account, one billing period (a calendar month)
Number Account id and a running number, for example ACCOUNT-12
Lines Credit usage per product, converted at the plan's credit price; a monthly fixed cost where the plan has one; credit purchases
Delivery Finalised at month end and emailed to the account's billing contacts
Statuses shown in the console Due, Paid
Actions Pay invoice, View statement, Download statement

Limits and defaults

Limit Value Where set
Free credits on account creation A starter grant, shown on the Spending step of billing setup Granted automatically
Spend limit chosen at sign-up Stop at the free credits by default, or Keep going, up to a limit with a monthly Spend limit Spending step of billing setup
A member's monthly usage limit Any number of credits; empty means no limit of their own; applies to the calendar month (UTC) Activity, User activity, Set user limit
Account monthly usage limit Any number of credits, free credits included; empty means none; 0 blocks all usage; once the month's usage reaches it, new work can't start. Or Stop when the free credits run out Activity, Monthly usage limit, Adjust
Members added or selected at once 20 Add member, bulk actions
Profile photo 4 MB User Profile

Account country and currency

The billing country chosen at creation decides the currency the account is invoiced in and which Alis company invoices it. It cannot be changed after creation.