What can my team do with Lumi Business - Access Levels

What can my team do with Lumi Business - Access Levels

Lumi business has different access level and permission controls given to each type of User.




We have the following access level on the Lumi business App

  1. Owner
  2. Admin
  3. Business Manager
  4. Customer Support
  5. Cashier


1. Owner

    
The owner permission role is for the person who creates the account or the business owner. The Owner permission level has no permission restrictions, It can carry out all activities on the Lumi business application without restrictions. The Owner has the access level to also add or remove other users at their discretion. The following are the actions Owners can take on the Lumi Business
  1. Add New Users
  2. Remove Users
  3. View Dashboard and Analytics
  4. View Account Balance
  5. Can view Transaction and Transfer History
  6. Setup and Edit Loyalty Campaigns
  7. View Inventory and Sales Point
  8. Transfer Funds and Download Statement of Account
  9. Settings and Settlement account settings
  10. POS Request and Terminal Details
  11. Reset Cashier Login Details
  12. Tags Creation and Can Tag Transactions
  13. Create Sub Accounts
  14. Approve Transfers
  15. Invite a member and assign sub accounts 
  16. Can Perform Card Transactions on POS terminals
  17. Can carry out action on the Sales Point

2. Admin


The admin has similar role access to the owner, this permission access is for a senior and well trusted user in your business organization, The only thing the admin won't be able to do is to remove the Business owner, but he can practically do everything the Business owner can do.
  1. Add New Users
  2. Remove Users Except the Owner
  3. View Dashboard and Analytics
  4. View Account Balance
  5. Can view Transaction and Transfer History
  6. Setup and Edit Loyalty Campaigns
  7. View Inventory and Sales Point
  8. Transfer Funds and Download Statement of Account
  9. Settings and Settlement account settings
  10. POS Request and Terminal Details
  11. Reset Cashier Login Details
  12. Tags Creation and Can Tag Transactions
  13. Create Sub Accounts
  14. Approve Transfers
  15. Invite a member and assign sub accounts
  16. Can Perform Card Transactions on POS terminals
  17. Can carry out action on the Sales Point


3. Business Manager


The Business Manager role was created to simplify your business operations. This role was created for Operations and Accounting personnel in your organization who need to see to the day to day running of business activities, access to more information, but with limited actions, major activities on this role, requires approval from either of the Owner and Admin

  1. View Dashboard and Analytics
  2. View Account Balance
  3. Can view Transaction and Transfer History
  4. View Inventory and Sales Point
  5. Schedule Transfer (Request for transfer)
  6. Can view POS Terminal Details
  7. Tags Creation and Can Tag Transactions
  8. Can Perform Card Transactions on POS terminals
  9. Can carry out action on the Sales Point


4. Customer Support


The Customer Support role is a supportive role and hence has limited access to the Lumi business, the following are the things users with this role access can do.
  1. Can view Transaction History
  2. View Sales Point
  3. Can view Transactions  History on POS terminal
  4. Can Perform Card Transactions on POS terminals
  5. Can carry out action on the Sales Point

5. Cashier

 
The Cashier role is generated whenever a new terminal request is approved by the operations or compliance department. This cashier has only access to the POS terminals
  1. Can view Transactions and Transfer History on POS terminal
  2. Can Perform Card Transactions on POS terminals
  3. Can carry out action on the Sales Point

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