> ## Documentation Index
> Fetch the complete documentation index at: https://docs.luxima.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Roles and permissions

> What each role can do, and how to make your own.

A role decides what a person can see and change. LUXIMA has five built-in roles, and you can create your own.

## Access levels

Each role has one of three levels for each area of the app:

| Level | Meaning |
| - | - |
| **Full access** | Can see and change. |
| **View only** | Can see, cannot change. |
| **No access** | The area is hidden from their menu. |

## Built-in roles

| Area | Owner | Admin | Editor | Auditor | Viewer |
| - | - | - | - | - | - |
| Products | Full | Full | Full | View | View |
| Integrations | Full | Full | None | View | None |
| Passport design | Full | Full | Full | View | View |
| Reports & analytics | Full | Full | View | Full | View |
| Organization details | Full | Full | View | View | View |
| Users & team | Full | Full | None | None | None |

### Which role to choose

* **Owner:** the person who created the company. Has everything.
* **Admin:** for people who run the account. Everything an Owner can do in day-to-day use, including billing, integrations and the team.
* **Editor:** for people who work on products and the passport design. Cannot touch integrations, company details or the team.
* **Auditor:** for an internal or external auditor. Can see everything except the team, and has full use of reports.
* **Viewer:** for people who only need to look.

### What the areas cover

| Area | Covers |
| - | - |
| **Products** | The Passports page and product editor. Exporting needs full access. Importing needs full access here and to Integrations. |
| **Integrations** | Connections and import workflows. |
| **Passport design** | The passport design builder. Label design and print stations follow this area too. |
| **Reports & analytics** | Compliance reports, Analytics and the Activity log. |
| **Organization details** | Company information, certifications, care, packaging. |
| **Users & team** | Inviting people and changing roles. |

Everyone can use **Support**.

## Custom roles

Create a custom role when the built-in ones do not fit, for example a warehouse lead who should print labels but not edit products.

**1. Start**

On **Users & team**, find **Custom roles** and click **New role**.

**2. Name it**

Enter a **Role name**, for example "Warehouse Lead", and an optional **Description**.

**3. Set the access**

Pick a built-in role under **Start from** to copy its levels, then choose **No access**, **View only** or **Full access** for each area.

**4. Create**

Click **Create role**.

The role now appears in the **Role** dropdown when you invite or edit someone.

### Edit a custom role

Open it, change the levels, and click **Save role**. The change applies to everyone who has the role.

### Delete a custom role

A role that is still assigned to someone cannot be deleted. Give those people another role first, then delete it. Pending invitations with the role count too.

## Assign a role

Choose the role when you [invite someone](https://docs.luxima.io/company/users-and-team.md), or change it later with the pencil icon on their row.

## If your plan changes

Plans include different numbers of seats. If you move to Free, or from a plan with unlimited seats to one with a seat limit, LUXIMA keeps the Owner and up to three Admins with their roles and switches the others to **Auditor**, so they can still see everything but not change it. Their roles come back when you upgrade.


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