Managing users

To view the list of users in your account navigate to the Team page by selecting Organisation - Team from the dropdown menu in the top right hand side of the screen.

Changing permissions for users

To change the roles of existing users in Lumar, find the appropriate user in the table and select a new role from the dropdown the list in the Role column. There are 3 types of user roles: Admin, Editor and Viewer.

Admin

The Admin sits at the top of the hierarchy of user roles and has full control over the account, including the management of other users.  Here’s what the Admin has the ability to:

• Change account settings and subscriptions
• Create users and set user roles
• Create projects and edit project settings
• View credit usage reports
• Start crawls
• Create tasks
• Create share links
• View crawls, reports, tasks etc

Editor

The Editor is next in the chain of command, and has control over the day-to-day crawling management, but not any of the account settings.  Here’s what the Editor has access to do:

• Create projects and edit project settings
• Start crawls
• Create tasks
• Create share links
• View crawls, reports, tasks etc

Viewer

The Viewer has the least amount of control and doesn’t have access to use credits, but they still get to have visibility on the reports and crawls within the app. Here’s what the Viewer has access to do:

• View crawls
• View reports
• View tasks

Inviting users to account

To invite users to Lumar, click the Add User button above the table. A form will appear below, enter the email address and “role” of the user and click the Add button. Their status will be seen as Email unconfirmed until they confirm it, following the instructions included in the welcome email. Please contact Support at support@lumar.io if you experience any troubles during the confirmation process. Thank you!