What?
What?
You have the ability to add users and modify the features they have permission to access. There are default roles in Luminous, but you have the capability to add new ones and edit existing roles.
Why?
Why?
Some team members only need limited access to the information contained in Luminous. This allows you to add all of your coworkers to work in the same space, with access to modules applicable to their role.
How?
How?
1) Open Staff
Go to Manage → Staff.
You’ll see the staff table with actions at the top: Switch Assignments, Transfer Assignments, Manage Roles, Manage User Groups, and + Add New.
2) Add or Update a Staff User
Add New: Click + Add New, enter name, email, role, and other details → Save.
Edit / Delete / Reset Password: Use the ⋮ menu on a staff row to update details, reset the user’s password, or remove the account.
3) Reassign Work (optional)
Use Switch Assignments or Transfer Assignments (top actions) to move records between users when roles change.
4) Manage Roles
From Manage → Staff, click Manage Roles (top action) to open the Roles list (or navigate to Manage → Staff → Roles if available in your build).
Create Role: Click Create Role (top-right).
Edit / Delete Role: Use the ⋮ menu on a role row to modify or remove it.