Lumary DC - This article describes Lumary DC profiles and lists the recommended profiles based on user personas.
Profiles provide base-level permissions to allow users to create, read, edit and/or delete records from key objects within the system. Lumary DC users can be provided with standard, mobile or system administrator access.
Required packages and permissions
Updated in: Lumary DC 2.3
Supported in: Lumary DC
Permission: System administrator
The following table provides a summary of profiles recommended for different user personas.
| Persona | Profile name | Users that: | User licence |
|---|---|---|---|
|
Business Owner System Administrator |
Lumary DC - System Administrator | Administer and use all parts of Lumary DC. | Salesforce |
|
Regional Manager House Manager Finance Officer Payroll Officer Award Interpreter Scheduler Team Leader Customer Service Officer Senior Support Worker |
Lumary DC - Standard User | Access Lumary DC from their desktop. | Salesforce Platform |
| Support Worker | Lumary Mobile - Frontline Mobile Only User | Access Lumary from the mobile app using their mobile device. | Salesforce Platform |
Profiles should be combined with the related permission set group for each persona to assign the permission sets typically required for users matching a given persona.