Team + client users
Room for your team and your clients.
Add your agency team and invite client stakeholders to their portals. Admin, editor and viewer roles, an audit log, and unlimited team seats on Pro.
app.luminainsights.co/users
4 seats used
Sample data · Team
People and permissions
Roles Invite
Team — admin, editor, viewer
- YAdminYouyou@youragency.com
- AEditorAccount manageram@youragency.com
- AEditorAnalystanalyst@youragency.com
- NViewerNew startergrad@youragency.com
Client portal users — viewer, contributor
- NViewerNorthside Coffeehello@northsidecoffee.co.uk
- HContributorHarbour Dentalteam@harbourdental.co.uk
Portal users only ever see their own client’s data.
Unlimited
team seats
Pro
Per client
portal logins
3 roles
admin, editor, viewer
Audit log
workspace activity
What's inside
Every capability you need, one unified feature.
Role-based access
Admin, editor and viewer roles for your team.
Google sign-in
Sign in with email or Google. SAML is on the roadmap.
No per-seat pricing
Plans are priced per plan, not per user.
Audit log
Workspace activity recorded in an audit log.
How it works
From setup to shipped, in four steps.
01
Invite users
Invite teammates by email.
02
Assign role
Admin, editor or viewer.
03
Invite clients
Client stakeholders get their own portal login, scoped to their data.
04
Audit
Review workspace activity in the audit log, on Pro.
FAQ
Questions, answered.
You can sign in with Google today. SAML single sign-on is on the roadmap, not yet available.
Related features
Solutions
Ship your next client report with Lumina.
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