Step 1: Access the Staff Management Section
Navigate to the Manage tab in Luminous.
Select Staff to view all existing users with access to Luminous.
Step 2: Add a New User
Click Add New in the top-right corner.
Fill in the required details:
First Name
Last Name
Login Email
Password
Assign a User Role to define their access and permissions (details on roles in Step 4).
Optional Notifications:
Receive Purchase Order Notifications: Notifies the user when a purchase order (PO) is created in Luminous.
Receive B2B Purchase Orders Notifications: Alerts the user when a B2B portal order is received.
Click Save to create the user account.
Step 3: Edit an Existing User
Locate the user in the staff list.
Click to edit their details:
Change their assigned role.
Reset their password if needed.
Save changes.
Step 4: Manage Roles and Permissions
Roles in Luminous control what actions users can perform.
Edit Existing Roles
Click the three dots (⋮) in the top-right corner of the Staff page.
Select Manage Roles and Permissions.
Choose an existing role to:
Rename the role.
Modify permissions to tailor access.
Save changes.
Create a New Role
Click Create Role in the roles and permissions section.
Choose a Base Role to inherit default permissions.
Provide a new name for the role.
Customize the permissions for the new role as needed.
Save the new role.
Key Features of Staff Management
User Notifications: Assign users to receive important updates, such as PO creation or B2B order alerts.
Flexible Permissions: Adjust or create roles to match your team’s responsibilities.
Easy Account Management: Quickly add or update user information, including password resets.
Managing staff and users effectively ensures your team has the appropriate tools and information to keep operations running smoothly.