Groups

The Groups page allows you to control what your users can see and do within Lumoa. You can use Groups to set permissions based on certain types of data, or make it so that all new users you invite to Lumoa have permissions already assigned to them.

To start managing or creating Groups, you first need to go to your settings page in Lumoa. It can be accessed from the gear in the bottom right of any screen



You need to have the role of Admin in order to access the Settings page. Speak to an administrator within your organization if you would like to become an Admin, and they can edit your permissions with this guide.

Once arriving in Settings, you will be brought to the Userlist page. This is normally where you would add or edit users, and we have a guide on how to add or edit users. To get to the Groups page, we need to click on the button marked Groups at the top of the page:



From there, you probably don't have any Groups made, so click on the large blue "Create" button to get started. This will bring up a submenu, where you need to input the parameters for your Group, starting with a name.

Group Name
Pick something that will be easy to identify, like "Swedish Support Team" or "New User Default".

Dashboard rights
We HIGHLY recommend that you enable Private Dashboards, as then everyone can save their own cards. If the Default group box is checked, then all new users will have these settings applied.

If you are using SSO, you are strongly recommended to make a default Group. Otherwise, when users are added through SSO, they will not be able to access any data in Lumoa by default. An Admin will have to go in after the user has been added, and edit their permissions from their user profile. Please refer to Editing a User for this process..

Collection
This is going to be specific to your organization, but we also have a guide on What is a Collection which may help. Note that you can select multiple Collections for one group.

Filters
After you have selected your Collection, you have the OPTION to select a filter, but its not required. In some cases, you may just want to restrict new users to a certain collection, and that's it. If you want to restrict further, you can select a specific filter from the dropdown, and this group will ONLY have access to data with that filter. This can be used to make it so that your Lumoa Users from Germany can only see data that was submitted from Germany, for example. Note that you can also select multiple filters from the dropdown, as well as search for filters.

Adding Existing Users
Lastly, you can choose to add some users to this Group from your existing Lumoa User base. Note that if you have a list of users, such as from an excel, you can paste them into the users field and hit enter - the system will format the list of emails for you.

Then, thats it! You just made your first Group!

Your Group will now be visible from the Groups page, and you can edit or remove Groups with the three dots to the right of the group list:



If you require additional assistance, please email help@lumoa.me
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