How to Manage Staff and Users in Luminous

Managing staff and user accounts in Luminous ensures appropriate access and notifications for your team. Follow these steps to add, edit, and manage user roles and permissions.

Step 1: Access the Staff Management Section

1. Navigate to the Manage tab in Luminous.
2. Select Staff to view all existing users with access to Luminous.

Step 2: Add a New User

1. Click Add New in the top-right corner.
2. Fill in the required details:
   • First Name
   • Last Name
   • Login Email
   • Password
3. Assign a User Role to define their access and permissions (details on roles in Step 4).
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.
5. Click Save to create the user account.

Step 3: Edit an Existing User

1. Locate the user in the staff list.
2. Click to edit their details:
   • Change their assigned role.
   • Reset their password if needed.
3. Save changes.

Step 4: Manage Roles and Permissions

Roles in Luminous control what actions users can perform.

Edit Existing Roles

1. Click the three dots (⋮) in the top-right corner of the Staff page.
2. Select Manage Roles and Permissions.
3. Choose an existing role to:
   • Rename the role.
   • Modify permissions to tailor access.
4. Save changes.

Create a New Role

1. Click Create Role in the roles and permissions section.
2. Choose a Base Role to inherit default permissions.
3. Provide a new name for the role.
4. Customize the permissions for the new role as needed.
5. 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.