User Management
Lunr controls access through users, groups, roles, and companies, enabling administrators to manage authentication, permissions, organisational structure, and user access to projects, repositories, and documents.
Overview
Each Lunr user can be assigned to groups, roles, and companies. This facilitates restricting a user’s access to certain documents or projects.
- A User is assigned to one or more Groups.
- A Group is granted one or more Roles.
- A Role defines the appropriate permissions.
The Users page will allow you to perform the following tasks.
- Invite new users
- Search for users
- Manage user roles, permissions, and access
Users
The Users page presents a comprehensive list of Lunr users. Use the search bar to quickly find a particular user or use the switches to easily filter the list by user status. Click on the user to get more detailed information.
Invite a New Internal User
Internal users are managed by IT using Active Directory (AD) Groups. These users can login without a username or password by using the SSO button. To add an internal user, follow your existing company policies for granting access to applications.
Invite a New External User
External users are generally employed by third-party organisations and receive access only to the areas of Lunr necessary for their job functions. These individuals must use a username and password, in addition to providing a multi-factor authentication code to further enhance security.
-
Click the Add Someone button to invite a new user to Lunr.
-
Complete the details on the page and choose which groups the user should belong to.
- External Contractor will allow access to only the projects or DCR folders that the user is assigned to as part of the DCR process.
- External Repository Access should be limited to long-term contractors as it allows view access to the master repository, like internal users.
- Once complete, click the Send invite button. The user will receive an email containing a link to create their password and log in for the first time.
Manage Users
Clicking anywhere on a user line in the search results will take you to their Details page. From here, you can edit their details or modify the Roles and Document permissions that they have been granted.
To edit a user’s details, simply change the information in the fields and click the Save button.
You can view a full audit trail of the user’s actions on the User Activity tab.
Roles
Roles are mapped to Groups.
The name and a summary of the role can be found on the Details tab.
The rights granted to a role are maintained on the Access Rights tab.
Groups
A group refers to a selection of users with similar roles, such as Approvers, Drafters, or Administrators. Within Lunr, a group can be synchronised with an Active Directory (AD) group, facilitating efficient management of internal users.
When viewing a group, a list of members can be found on the Members tab.
Roles can be assigned to a group by checking the appropriate box on the Roles tab.
Companies
The Companies feature allows you to easily track users who are employed by vendors.
-
Click the Add Company button to add a new company.
-
Complete the fields and then click the Create Company button.
The Company has been created and you can now select the company when you are creating new users.
Click on a company name to view detailed information.
Unchecking the box next to Active on the Company Info tab will instantly disable all users who belong to that company.
The Users tab displays a list of all users who belong to that company.
Account Settings
An overview of an organisation’s Lunr usage, including branding, API consumption, licensing, storage, document volumes, and billing-related quotas.
Project Settings
Lunr administrators configure default project behaviour, including forms, workflows, access controls, document management processes, and navigation features, to ensure projects are created consistently and aligned with organisational standards and governance requirements.