Permission set groups

Lumary DC - This article provides a summary of the permission sets available in Lumary DC.

Permission sets complement profiles to expand the level of access provided to different groups of users. Lumary DC includes several permission sets combined into permission set groups to target common user personas. The permission sets cannot be customised, which ensures that they are included in relevant Lumary updates.

This article explains:

• persona permission set groups
• permission sets purpose and use
• permission sets and their permission set group assignments
• permission set group for Lumary DC / WFM Mobile access, and
• permission sets best assigned to individual users

Required packages and permissions

Updated in: Lumary DC 2.10

Supported in: Lumary DC

Permission: System administrator

Persona permission set groups

Lumary DC comes pre-configured with the following permission set groups which combine permission sets to meet the needs of each persona:

• Lumary DC - Award Interpreter
• Lumary DC - Business Owner
• Lumary DC - Customer Service Officer
• Lumary DC - Finance Officer
• Lumary DC - House Manager
• Lumary DC - Payroll Officer
• Lumary DC - Regional Manager
• Lumary DC - Scheduler
• Lumary DC - Senior Support Worker
• Lumary DC - Support Worker
• Lumary DC - System Administrator
• Lumary DC - Team Leader
• Lumary Mobile - Frontline Mobile Only User

The use of the Lumary DC - Support Worker will no longer be supported going forward. We recommend reviewing your current assignments and transitioning to the Lumary Mobile - Frontline Mobile Only User as soon as possible to ensure continued access and support.

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Permission sets purpose and use

The following table provides a summary of the purpose and use of each permission set.

Permission Set	Enables the user to:
Lumary DC - Application	Access the Lumary DC application. Should be assigned to all users.
Lumary DC - AR Management	Access accounts receivable functions, including:  generating invoices taking payments, and collecting debts.
Lumary DC - Assessment Management	Capture or be aware of any health conditions, diagnoses, or medications associated with a client.
Lumary DC - Availability Template Management	Create and manage availability templates for workers.
Lumary DC - Award Interpretation Management	Manage award interpretation. For example: manage assignments, and run payroll.
Lumary DC - Baseline	Access Lumary DC. Should be assigned to all users.
Lumary DC - Behaviour Episode Capture	View behaviour of concern records and raise behavioural episodes.
Lumary DC - Behaviour Management	Create and manage behaviour of concern records and raise behavioural episodes.
Lumary DC - Consent Management	View and capture any actions or items that the client has given or not given consent to.
Lumary DC - Contact Management	Manage clients and contacts.
Lumary DC - Contact Tag Management	Link tags to clients and workers.
Lumary DC - Employee Association Management	Capture the client's care team.
Lumary DC - Enhanced Site Management	Create and update property information and available facilities.
Lumary DC - Enquiry Management	View and create enquiries.
Lumary DC - Formstack Document Generation	Generate Formstack documents as PDFs or send via Formstack Sign (e.g. service agreements).
Lumary DC - Goal Management	Review and create: goal attainment plans NDIS service goals, and agreed service goals.
Lumary DC - Group Management	Manage group programs and group members.
Lumary DC - Health Management	Capture or be aware of any health conditions, diagnoses or medications associated with a client.
Lumary DC - Incident Capture and Management	Raise and monitor incidents.
Lumary DC - Items to Approve	For approving leave requests. Grants access to the Items to Approve tab.
Lumary DC - Leave & Work Offer Receipt Management	Submit leave and receive work offers.
Lumary DC - Legal Information Management	Apply this permission set to users who will be creating and managing information about circumstances around a client's legal orders, client's criminal record or legal services to support clients during criminal justice proceedings.
Lumary DC - Mobile Baseline	Access Lumary DC mobile features.
Lumary DC - Observation Management	Schedule and complete observations.
Lumary DC - Onboarding Tracking	Report on and manage onboarding tracking items.
Lumary DC - Plan/Assessment Declaration	Create declarations and view support updates.
Lumary DC - Plan/Assessment Upload	Capture and upload assessments associated with a client.
Lumary DC - Process Management	Use client and employee processes.
Lumary DC - Risk Management	Raise or be aware of any risks associated with a client.
Lumary DC - Roster Management	View and create base rosters and roster periods.
Lumary DC - Scheduling Management	Access the Scheduling tab.
Lumary DC - Scheduling Request Management	Create and send scheduling requests / shift offers.
Lumary DC - Service Agreement Management	Create and track service agreements.
Lumary DC - Service Delivery Management	Generate and monitor billable records.
Lumary DC - Session Management	Schedule and deliver sessions, including session activities.
Lumary DC - Set Up	Set up the system, including: processes templates reference data, and public holidays.
Lumary DC - Site Compliance	Track and manage compliance associated to a site.
Lumary DC - Site Management	Manage site and bed records.
Lumary DC - Submission Management	Create and complete submissions.
Lumary DC - Support Ticket Submitter	Raise support tickets with Lumary's support team.
Lumary DC - Support Worker Interfaces	Access interfaces for delivery of services, including My Work and Leave.
Lumary DC - Tag Management	Create tags, tag joins and contact tags.
Lumary DC - Template Management	Set up: processes templates, and reference data.
Lumary DC - Waitlist Management	Manage the waitlist.
Lumary DC - Worker Management	Access worker profiles and related worker information.
2cloudnine Payroll Admin	Payroll administration
2cloudnine Time2Pay All Access	Access to all Time2Pay package components
ATO Kilometres	Payroll features configuration and setup
2cloudnine Bulk Data Creation Field Access Only
2cloudnine Pay Transactions Permission Set
2cloudnine Payroll Reconciliation
2cloudnine Rate Calculator V2
2cloudnine Standard Objects Permission Set
2cloudnine Timesheet Adjustments
Lumary - Extracts	Generate Lumary extracts. (Source data permission is also required.)
Lumary - Extracts Extra	Generate Bulk Invoice and Finance Journal Lumary Extracts. (Source data permission is also required.)
Lumary - Rules Matching	Run matching criteria to get suggested workers for shifts.
Lumary - Scheduling	Access the Scheduling calendar and validate rosters.
Lumary AR - AR Management	Assign this permission set to users who will need to perform functions such as generation of invoices, take payments, debt collection etc User Personas who would typically be using this permission set are Admin or Financial Officers.
Lumary AR - EFT Matching
Lumary AR - Posted Invoice Manipulation	Apply this permission set to users who need to have access to make changes to Posted Invoices.

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Permission sets and their permission set group assignments

The following table provides the permission set groups that the permissions are assigned to out-of-the-box.

Permission Set	Business Owner	House Manager	Senior Support Worker	Regional Manager	Customer Service Officer	Support Worker	Finance Officer	System Administrator	Scheduler	Payroll Officer	Award Interpreter	Team Leader
Lumary DC - Application	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔
Lumary DC - AR Management	✔			✔			✔	✔
Lumary DC - Assessment Management	✔	✔	✔	✔		✔		✔				✔
Lumary DC - Availability Template Management	✔	✔		✔			✔	✔	✔	✔		✔
Lumary DC - Award Interpretation Management	✔			✔				✔	✔	✔	✔	✔
Lumary DC - Baseline	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔
Lumary DC - Behaviour Episode Capture	✔	✔	✔	✔	✔	✔		✔				✔
Lumary DC - Behaviour Management	✔	✔	✔	✔	✔			✔				✔
Lumary DC - Case Note Management	✔	✔	✔	✔	✔	✔	✔	✔				✔
Lumary DC - Client Associations Management	✔	✔	✔	✔	✔	✔		✔				✔
Lumary DC - Consent Management	✔	✔	✔	✔	✔			✔				✔
Lumary DC - Contact Management	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔
Lumary DC - Contact Tag Management	✔	✔	✔	✔	✔	✔		✔	✔			✔
Lumary DC - Employee Association Management	✔	✔	✔	✔	✔	✔		✔				✔
Lumary DC - Enhanced Site Management	✔	✔		✔				✔				✔
Lumary DC - Enquiry Management	✔	✔	✔	✔	✔	✔		✔				✔
Lumary DC - Formstack Document Generation	✔	✔		✔	✔			✔				✔
Lumary DC - Goal Management	✔	✔	✔	✔	✔	✔		✔				✔
Lumary DC - Group Management	✔	✔		✔	✔			✔	✔			✔
Lumary DC - Health Management	✔	✔	✔	✔	✔	✔		✔				✔
Lumary DC - Incident Capture and Management	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔
Lumary DC - Items to Approve	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔
Lumary DC - Leave & Work Offer Receipt Management	✔	✔	✔	✔		✔		✔	✔			✔
Lumary DC - Legal Information Management	✔	✔		✔				✔				✔
Lumary DC - Mobile Baseline	✔	✔	✔	✔	✔	✔		✔				✔
Lumary DC - Observation Management	✔	✔	✔	✔	✔	✔		✔				✔
Lumary DC - Onboarding Tracking					✔			✔
Lumary DC - Plan/Assessment Declaration	✔	✔	✔	✔	✔	✔		✔				✔
Lumary DC - Plan/Assessment Upload	✔	✔	✔	✔	✔			✔				✔
Lumary DC - Process Management	✔	✔	✔	✔				✔				✔
Lumary DC - Risk Management	✔	✔	✔	✔	✔	✔		✔				✔
Lumary DC - Roster Management	✔	✔		✔				✔	✔		✔	✔
Lumary DC - Scheduling Management	✔	✔	✔	✔	✔			✔	✔	✔		✔
Lumary DC - Scheduling Request Management	✔	✔		✔			✔	✔	✔	✔		✔
Lumary DC - Service Agreement Management	✔	✔	✔	✔	✔		✔	✔	✔			✔
Lumary DC - Service Delivery Management	✔	✔	✔	✔		✔	✔	✔		✔		✔
Lumary DC - Session Management	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔	✔
Lumary DC - Set Up	✔							✔
Lumary DC - Site Compliance	✔	✔		✔				✔				✔
Lumary DC - Site Management	✔	✔	✔	✔	✔	✔		✔	✔	✔		✔
Lumary DC - Submission Management	✔	✔	✔	✔	✔			✔				✔
Lumary DC - Support Ticket Submitter	✔							✔
Lumary DC - Support Worker Interfaces	✔	✔	✔	✔		✔		✔				✔
Lumary DC - Tag Management	✔	✔		✔				✔	✔			✔
Lumary DC - Template Management	✔							✔
Lumary DC - Waitlist Management	✔	✔	✔	✔	✔	✔		✔				✔
Lumary DC - Worker Management	✔	✔	✔	✔	✔		✔	✔	✔	✔	✔	✔
2cloudnine Payroll Admin	✔	✔		✔				✔		✔	✔	✔
2cloudnine Time2Pay All Access	✔	✔		✔				✔		✔	✔	✔
ATO Kilometres	✔			✔				✔
2cloudnine Bulk Data Creation Field Access Only	✔			✔				✔
2cloudnine Pay Transactions Permission Set	✔			✔				✔
2cloudnine Payroll Reconciliation	✔			✔				✔
2cloudnine Rate Calculator V2	✔			✔				✔
2cloudnine Standard Objects Permission Set	✔			✔				✔
2cloudnine Timesheet Adjustments	✔			✔				✔
Lumary - Extracts	✔			✔			✔	✔
Lumary - Extracts Extra	✔			✔			✔	✔
Lumary - Rules Matching	✔	✔		✔				✔	✔		✔
Lumary - Scheduling	✔	✔	✔	✔	✔			✔	✔	✔		✔
Lumary AR - AR Management	✔			✔			✔	✔
Lumary AR - EFT Matching	✔			✔			✔	✔
Lumary AR - Posted Invoice Manipulation	✔			✔			✔	✔

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Permission set group for Lumary DC / WFM Mobile access

The following table provides the permission sets that are assigned out-of-the-box for Lumary Mobile - Frontline Mobile Only User.

Permission Set	Enables the user to:	Lumary Mobile - Frontline Mobile Only User
Lumary - Claim Expenses	Record expenses for award interpretation expenses claiming.	✔
Lumary - Custom Settings	Required for all users.	✔
Lumary - Mobile User	Required for all mobile users.	✔
Lumary DC - Baseline	Required for all users.	✔
Lumary WFM - Mobile User Permissions	Required for all mobile uses.	✔
Lumary Mobile - Frontline Mobile Only User Muted	Required for mobile-only users.	✔

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Individual permission sets

Additional permission sets not assigned to permission set groups may be applied on a per user basis according to role and or need.

Permission Set	Enables the user to:
Lumary DC - Adjust and Approve Worker Appointments	Operate the Worker Appointments - Adjust and Approve feature.
Lumary DC - Shift Note Entry	Create shift case notes associated to a site.

Find out how to assign permission sets to a user.

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