There are 3 user levels within Lumi. Lumi User levels are quite flat, and even Team Member access allows users to do most of the day to day tasks.
- Account Admin: Highest level of access. Able to set up new projects at the organisation, assign and deactivate all other users to any project. We recommend only a select few key senior administrators or executive staff are Account Admins.
- Project Admin: Intermediate access. Able to invite users to projects that they have access to, and can allocate Project Admin or Team Member access. They cannot create new projects, but they can perform most other tasks. This level is great for senior members of the team.
- Team Member: Lowest level of access. Team Members can access the projects they are assigned to and can do most day to day Lumi tasks. They can invite other users to projects they have access to, but they can only give them Team Member access.
For more detailed info what each user can do see below:
| LUMI USER PERMISSIONS | |||
| ACTION | TEAM | PROJECT ADMIN | ACCOUNT ADMIN |
| Create a Project | No | No | Yes |
| Invite other users | Yes (in THEIR project) | Yes (in THEIR project) | Yes (in ANY project) |
| Resend Invite to a user | No | Yes (in THEIR project) | Yes (in ANY project) |
| Remove a User from a Project | No | Yes (from THEIR project) | Yes (from ANY project) |
| Delete Users from Organisation | No | No | Yes |
| Change their OWN Access Level to Projects | No | No | Yes |
| Change Other Users Access Level to Projects | No | No | Yes |
| Edit Project Dashboard | No | Yes | Yes |
| Edit Project Settings (Name/Picture/Timezone) | Yes | Yes | Yes |
| Enable/disable Casting, Comms Centre, Sets, Logs & Unsplash Integration in Project Settings. | Yes | Yes | Yes |
| Create a vault in project | No (only personal vault, but can be invited to other vaults by the owner) | Yes | Yes |
| Change vault owner | No | Yes | Yes |
| Add / Remove users from vault | No | Yes (only if owner) | Yes (only if owner) |
| Add self to a vault they don't own | No | No | No |
| Create a card / list / rundown / board / kanban | Yes | Yes | Yes |
| Delete a card / list / rundown / board / kanban | Yes | Yes | Yes |
| Add categories / fields / field sets / sets / custom exports / casting applications in Project Settings | Yes | Yes | Yes |
| Delete categories / fields / field sets / sets / custom exports / casting applications in Project Settings | Yes | Yes | Yes |
| Create Card or Tab Templates | Yes | Yes | Yes |
| Delete Card or Tab Templates | Yes | Yes | Yes |
| Export & print cards, lists & rundowns | Yes | Yes | Yes |
| Export & print boards & kanbans | No | No | No |
| Export & print IN BULK lists, rundowns, kanbans | No | No | No |
| Bulk export cards, bulk delete cards | Yes | Yes | Yes |
| Bulk change card categories and field values | Yes | Yes | Yes |
| Inbox - archive & restore applicants | Yes | Yes | Yes |
| Inbox - manually import pending applicant | Yes | Yes | Yes |
| Create a team | Yes | Yes | Yes |
| Delete a team | Yes | Yes | Yes |
| Send FYI's | Yes | Yes | Yes |
| Recycle Bin (access & restore items) | Yes | Yes | Yes |
| Archive a project | Yes | Yes | Yes |
| Delete a project (contact Lumi support to delete a project) | No | No | No |