User roles and capabilities

Role ID	Permissions	Description
accountant	edit_dashboard read upload_files create_invoices edit_invoice edit_invoices edit_private_invoices edit_published_invoices edit_others_invoices publish_invoices read_invoice read_private_invoices delete_invoices	Accountant users role
announcer	edit_dashboard read upload_files announcement_manual announcement_override_name announcement_manual_external	Create system announcement visible to all users.
case_handler	edit_dashboard read upload_files create_luna_case_documents edit_luna_case_document edit_luna_case_documents edit_private_luna_case_documents publish_luna_case_documents read_luna_case_documents read_private_luna_case_documents delete_luna_case_documents read_luna_case read_private_luna_cases edit_luna_case edit_luna_cases edit_others_luna_cases edit_published_luna_cases publish_luna_cases delete_others_luna_cases delete_private_luna_cases delete_published_luna_cases assign_case_types read_luna_doc_template read_private_luna_doc_templates	Grants access to Case/Enquiry functionality intended for file handlers.
case_resources_rest	case_resources	Rest API role used to grant access to...
closure_designer	closure_reason_designer	Grants access to the Closure Reason designer.
complaint_manager	edit_dashboard read upload_files create_documents edit_document edit_documents edit_private_documents edit_other_documents publish_documents read_document read_private_documents delete_document create_luna_doc_templates edit_luna_doc_template edit_luna_doc_templates edit_private_luna_doc_templates edit_other_luna_doc_templates publish_luna_doc_templates read_luna_doc_template read_private_luna_doc_templates delete_luna_doc_template create_complaints edit_complaints edit_private_complaints edit_published_complaints edit_others_complaints publish_complaints read_complaint read_private_complaints delete_complaint delete_complaints view_category_complaint_reports	Grants access to Compliant functionality. - Complaints - Documents - Upload functionality - Dashboard - Complaint reports
disposition_designer	disposition_designer	Grants access to the Case Disposition designer.
employee	edit_dashboard read upload_files read_page read_support_tickets edit_support_tickets	Basic role; allows basic access to the Dashboard (no-functionality). Can be setup to redirect users to an internal Intranet page (hosted within Luna or externally)
enquirer_rest_downloader	download_xml_files download_json_files download_files	Rest API role; grants access to case download via: - JSON - XML - File attachments
enquirer_rest_reader	read_rest_enquiries read_luna_enquiries	Rest API role; grants read only access to Case/Enquiry files.
enquirer_rest_updater	write_rest_enquiries publish_luna_enquiries edit_luna_enquiries update_luna_enquiries	Rest API role; grants write (updates) access to Case/Enquiry files.
enquirer_rest_uploader	upload_files_rest_enquiries upload_files	Rest API role; grants access to upload files to Case/Enquiry files.
enquirer_rest_writer	write_rest_enquiries publish_luna_enquiries edit_luna_enquiries	Rest API role; grants write (new) access to Case/Enquiry files.
enquiry_designer	enquiry_designer	Grants access to the Enquiry Designer.
enquiry_handler	edit_dashboard read upload_files create_luna_case_documents edit_luna_case_document edit_luna_case_documents edit_private_luna_case_documents publish_luna_case_documents read_luna_case_documents read_private_luna_case_documents delete_luna_case_documents read_luna_enquiry read_private_luna_enquiries edit_luna_enquiry edit_luna_enquiries edit_others_luna_enquiries edit_published_luna_enquiries edit_private_luna_enquiries publish_luna_enquiries delete_others_luna_enquiries delete_private_luna_enquiries delete_published_luna_enquiries assign_case_types read_luna_doc_template read_private_luna_doc_templates	Grants access to Case/Enquiry functionality intended for file handlers.
enquiry_handler_advanced	upload_files upload_to_enquiries	Grants access to upload files to Cases/Enquiries intended for file handlers.
enquiry_image_reports	view_enquiry_image_report	Grant access to the file/image assessment report. A specialised report which shows all enquiries and attachment enabling evidence review.
enquiry_lead_reports	view_enquiry_report view_enquiry_callback_report	Grants access to Enquiry/Case related reports. - Enquiry overview report - Enquiry callback report
enquiry_marketing_reports	view_enquiry_marketing_report	Grants access to Enquiry/Case related reports. Intended for marketing data.
enquiry_signed_document_reports	view_enquiry_signed_report	Grants access to Enquiry/Case related reports.
exporter_external	export_external	Third-party integration role; grants access to export in formats JSON/XML.
exporter_proclaim	export_proclaim	Third-party integration role; grants access to export to Proclaim.
intranet_user_manager	edit_dashboard read upload_files edit_users edit_user add_users create_users remove_user promote_user list_users	Grants access to user management within Luna.
luna_bell_operator	luna_bell_widget	Grants access to the Luna Chime system a hardware extension used to play audio over external audio systems.
luna_cnam_user	address_book	Phone system integration for CNAM based address books.
luna_developer	export_xml	Developer role; grants access under Enquiries to download XML/JSON data. Intended for testing integrations with external systems.
luna_recording_user	create_dashboard edit_dashboard read upload_files read_call_recordings read_phone_integration create_phone_integration edit_phone_integrations	Grants access to Luna's call recording integrations and reports.
marketing_designer	marketing_designer
master_ledger	edit_dashboard read upload_files invoice_master_ledger
media_library_access	access_media_library
messaging_designer	enquiry_messaging_designer	Grants access to the Messaging designer. Intended for users creating Email/SMS/Messaging templates.
practice_manager	delete_others_pages delete_others_posts delete_pages delete_posts delete_private_pages delete_private_posts delete_published_pages delete_published_posts edit_others_pages edit_others_posts edit_pages edit_posts edit_private_pages edit_private_posts edit_published_pages edit_published_posts manage_categories manage_links moderate_comments publish_pages publish_posts read_private_pages read_private_posts edit_dashboard read upload_files announcement_manual create_users edit_users list_roles list_users promote_users edit_branch edit_branches edit_private_branches edit_other_branches publish_branches read_branch read_private_branches delete_branch create_documents edit_document edit_documents edit_private_documents edit_published_documents edit_other_documents publish_documents read_document read_private_documents delete_document create_invoices edit_invoice edit_invoices edit_private_invoices edit_published_invoices edit_others_invoices publish_invoices read_invoice read_private_invoices delete_invoices edit_luna_doc_templates edit_private_luna_doc_templates edit_others_luna_doc_templates publish_luna_doc_templates read_luna_doc_template read_private_luna_doc_templates delete_luna_doc_template edit_published_luna_doc_templates edit_complaints edit_private_complaints edit_published_complaints edit_others_complaints publish_complaints read_complaint read_private_complaints delete_complaint delete_complaints view_category_complaint_reports view_master_user_reports	Grants access to managerial related functionality.
reminders	edit_dashboard read upload_files read_reminder write_reminder read_task write_task	Grants access to the Reminder functionality.
system_designer	marketing_designer enquiry_contact_designer disposition_designer closure_reason_designer task_designer enquiry_designer team_reports bulk_sms_access cancel_esign_requests	Grants access to all the Luna Designer modules.
task_designer	task_designer	Grants access to the Case Workflow Designer.
team_leader_enquiries	view_enquiry_image_report view_enquiry_report view_enquiry_callback_report team_reports bulk_sms_access cancel_esign_requests
templator_editor	read_luna_doc_templates read_private_luna_doc_templates edit_luna_doc_templates edit_others_luna_doc_templates edit_published_luna_doc_templates edit_private_luna_doc_templates publish_luna_doc_templates delete_others_luna_doc_templates delete_private_luna_doc_templates delete_published_luna_doc_templates assign_case_types	Grants access to Template document functionality.
wallboards	edit_dashboard read upload_files read_private edit_wallboard edit_wallboards edit_private_wallboards edit_others_wallboards edit_published_wallboards publish_wallboards read_wallboard read_private_wallboards delete_wallboard	Grants access to Luna Wallboard system.