Access Level Roles Assignment
Access level roles can only be assigned to users with matching user types:
- Leader and Leader + Administrator access level roles can only be assigned to users with the Leader user type.
- Collaborator and Collaborator + Administrator access level roles can be assigned to users with the Collaborator user type.
- Participant access level role can only be assigned to users with the Participant user type.
Permission Matrix by Access Level Role
This table provides a comprehensive overview of the five access level roles available in the Lumia platform, along with the specific permissions granted to each role. Roles are structured hierarchically to ensure appropriate access control across the organisation.
Leader access‑level roles in the platform are fully configurable, allowing organisations to tailor the exact capabilities granted to each leadership tier. Administrators can enable or disable specific permissions, adjust visibility levels, and refine editing rights to match internal governance, privacy expectations, and operational needs. This flexibility ensures that leadership roles remain aligned with the organisation’s structure while maintaining clear, controlled access to sensitive information. The values displayed in this matrix reflect the system’s default configuration before any custom access adjustments are applied.
Each access level role grants progressively more permissions, with administrator roles including additional configuration and management capabilities:
| Permission | Leader |
Leader + Administrator |
Collaborator |
Collaborator + Administrator |
Participant |
|---|---|---|---|---|---|
| Standard permissions every person needs in order to log in. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Enable and view their own cultural index. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Edit their own cultural index. | ✓ |
✓ |
✓ |
✓ |
✓ |
| View anonymous cultural index information for everyone. | ✓ |
✓ |
✓ |
✓ |
|
| View and edit cultural index information for everyone who has it enabled. | ✓ |
✓ |
|
|
|
| Enable and view their own career valuation. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Edit their own career valuation. | ✓ |
✓ |
✓ |
✓ |
✓ |
| View anonymous career valuation information for everyone. | ✓ |
✓ |
✓ |
✓ |
|
| View and edit career valuation information for everyone who has it enabled. | ✓ |
✓ |
|
|
|
| View who is in which cultural group. | ✓ |
✓ |
|
|
|
| Configure who is in which cultural group. |
|
✓ |
|
✓ |
|
| View employee engagement survey results for the organisation. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Initiate employee engagement surveys for the organisation. | ✓ |
✓ |
|
|
|
| View team assessment survey results (excluding private teams). | ✓ |
✓ |
|
|
|
| Initiate team assessment surveys (excluding private teams). | ✓ |
✓ |
|
|
|
| View resilient business assessment survey results for the organisation. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Initiate resilient business assessment surveys for the organisation. | ✓ |
✓ |
|
|
|
| View health check results for the organisation. | ✓ |
✓ |
✓ |
✓ |
|
| Initiate health check surveys for the organisation. | ✓ |
✓ |
|
|
|
| Enable and view their own Peer Catch-ups. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Edit their own Peer Catch-ups. | ✓ |
✓ |
✓ |
✓ |
✓ |
| View anonymised Peer Catch-up data such as organisation statistics. | ✓ |
✓ |
✓ |
✓ |
|
| View all Peer Catch-ups (excluding private teams). | ✓ |
✓ |
|
|
|
| Edit Peer Catch-ups for everyone else. | ✓ |
✓ |
|
|
|
| Enable and view their own profile data. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Edit their own profile data. | ✓ |
✓ |
✓ |
✓ |
✓ |
| View public profile data. | ✓ |
✓ |
✓ |
✓ |
✓ |
| View all public and private profile data. | ✓ |
✓ |
|
✓ |
|
| Edit all public and private profile data. | ✓ |
✓ |
|
✓ |
|
| Edit their own position name. |
|
|
|
✓ |
|
| Edit all positions and roles. | ✓ |
✓ |
|
|
|
| View purpose and vision of the organisation. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Edit purpose and vision of the organisation. | ✓ |
✓ |
|
|
|
| View the values for the organisation and all teams (excluding private teams). | ✓ |
✓ |
✓ |
✓ |
✓ |
| Edit the values for the organisation and all teams (excluding private teams). | ✓ |
✓ |
|
|
|
| View the resilient business goals for the organisation. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Edit the resilient business goals for the organisation. | ✓ |
✓ |
|
|
|
| Enable personal actions. | ✓ |
✓ |
✓ |
✓ |
|
| View all team actions (excluding private teams). | ✓ |
✓ |
|
|
|
| Edit all team actions (excluding private teams). | ✓ |
✓ |
|
|
|
| View all publicly accessible team actions. | ✓ |
✓ |
✓ |
✓ |
|
| Edit all publicly accessible team actions. | ✓ |
✓ |
✓ |
✓ |
|
| View all team meetings (excluding private teams). | ✓ |
✓ |
|
|
|
| Edit all team meetings (excluding private teams). | ✓ |
✓ |
|
|
|
| View and edit participated meeting notes and actions. |
|
|
✓ |
✓ |
✓ |
| View all organisation and team objectives (excluding private teams). | ✓ |
✓ |
|
|
|
| Edit all organisation and team objectives (excluding private teams). | ✓ |
✓ |
|
|
|
| View organisation objectives only. |
|
|
|
|
✓ |
| View team objectives that are public. |
|
|
✓ |
✓ |
✓ |
| View value streams and key functions for the organisation. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Edit value streams and key functions for the organisation. | ✓ |
✓ |
|
|
|
| View the contents of the value streams within the organisation. | ✓ |
✓ |
✓ |
✓ |
|
| Edit the contents of the value streams within the organisation. | ✓ |
✓ |
|
|
|
| Edit all roles for the organisation. | ✓ |
✓ |
|
|
|
| Edit the contents of roles which are assigned to the person. |
|
|
✓ |
✓ |
|
| View all systems & guidance materials for the organisation. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Edit all systems & guidance materials for the organisation. | ✓ |
✓ |
|
|
|
| Create and assign systems within the organisation. | ✓ |
✓ |
|
|
|
| View stakeholders for the organisation. | ✓ |
✓ |
✓ |
✓ |
✓ |
| View organisation and only publicly accessible team external links. | ✓ |
✓ |
✓ |
✓ |
✓ |
| View organisation and all team external links (excluding private teams). | ✓ |
✓ |
|
|
|
| Configure features for any team in the organisation. | ✓ |
✓ |
|
✓ |
|
| Configure organisation features. |
|
✓ |
|
✓ |
|
| Configure access for the organisation, including people and roles. |
|
✓ |
|
✓ |
|
| Configure account and billing details for the organisation. |
|
✓ |
|
✓ |
|
| View the bullseye for the organisation. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Edit the bullseye for the organisation. | ✓ |
✓ |
|
|
|
| View the strategic working board and themes for the organisation. | ✓ |
✓ |
✓ |
✓ |
|
| Edit the strategic working board and themes for the organisation. | ✓ |
✓ |
|
|
|
| View the strategic inputs for the organisation. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Edit the strategic inputs for the organisation. | ✓ |
✓ |
|
|
|
| View the strategic goals for the organisation. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Edit the strategic goals for the organisation. | ✓ |
✓ |
|
|
|
| View the strategic anchors for the organisation. | ✓ |
✓ |
✓ |
✓ |
✓ |
| Edit the strategic anchors for the organisation. | ✓ |
✓ |
|
|
|
| Run pathways within the organisation. | ✓ |
✓ |
✓ |
✓ |
✓ |
Cultural Leader
Cultural Leader is a special role granted to Cultural Leaders within the organisation. This role provides a focused set of permissions relevant to cultural leadership activities, including access to cultural indexes, career valuations, peer catch-ups, and cultural leadership cohort configuration.
Base Permissions
These permissions are always granted to Cultural Leaders:
| Permission | Cultural Leader |
|---|---|
| Standard permissions every person needs in order to log in. | ✓ |
| View and edit cultural index information for everyone who has it enabled. | ✓ |
| View and edit career valuation information for everyone who has it enabled. | ✓ |
| View all Peer Catch-ups (excluding private teams). | ✓ |
| Edit Peer Catch-ups for everyone else. | ✓ |
| Configure who is in which cultural group. | ✓ |
Special Organisation-Level Configuration Permissions
These permissions are not fixed. They depend on how the organisation configures the Cultural Leadership Framework in Organisation Configuration → Cultural Leadership Framework.
The above configuration dynamically changes what Cultural Leaders can see or do.
Cultural Leader Cohort Visibility Settings
These settings determine what a Cultural Leader can see in other cohorts (they always see full data in their own cohort).
The organisation may choose one of:
- View and edit all quantitative and qualitative data
- View only quantitative data
- View only anonymous data (example shown in screenshot)
Effect:
This setting overrides the default cultural index and career valuation visibility for cohorts outside their own.
Clarity of roles