This guide will walk you through the different roles in Lumoa. Note that roles generally control what you can do in the platform. If you want to control what data or information people can see, then you would want to use Groups.
Role/Permission | Partner | Admin | Manager | User | Limited User | API Access |
View all data in a collection (regardless of groups) |
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| x |
View data (with Groups restrictions) | x | x | x | x | x | x |
View customer feedback | x | x | x | x |
| x |
Export feedback | x | x | x | x |
| x |
Delete feedback | x | x |
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| x |
Export detailed feedback | x | x | x |
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| x |
Upload data into API | x | x |
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| x |
Change sentiment | x | x | x |
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Invite users to Lumoa | x | x | x, but only to Groups that you are yourself apart of |
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Delete users | x | x |
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Edit user permissions/ groups | x | x | x, but only to Groups that you are yourself apart of. Cannot edit Admin/Partner permissions |
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| x |
Add comments on feedback, assign, tag value and effort | x | x | x | x |
| x |
View comments and assignments | x | x | x | x |
| x |
Receive weekly update email | x | x | x | x |
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Save and edit views | x | x | x | x |
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Create card on public dashboard | x | x |
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Create public dashboards & give public dashboard rights to individual users | x | x |
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Create Private dashboard | x | x | x | x | x |
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Create cards on your own Private dashboard | x | x | x | x | x |
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Create Tasks rule | x | x | x | x |
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Edit note* | x | x | x | x |
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Delete note* | x | x | x | x |
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Edit widgets (creation, settings, deletion) | x | x |
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Edit topics and keywords | x | x | x |
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View settings page | x | x |
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Edit public dashboard | x | x |
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Delete public dashboard | x | x |
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Assign users to events | x | x | x | x |
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Use Ask AI | x | x | x | x |
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View full Conversations | x | x | x | x |
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Create new companies | x |
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Impersonate into other companies | x |
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Get in touch
๐ง Do you have any questions or comments about using Lumoa? Please don't hesitate to email Lumoa Support at [email protected].