Setting Roles and Permissions in Lucidya

Setting Roles & Permissions

Learn how Lucidya's role-based permissions work across AI Agent, OmniServe, Social Listening, Survey, Profiles, and other products, including advanced permissions for OmniServe.

Lucidya uses a role-based permission system to control what each user can see and do across products. Roles are assigned per product, meaning the same user can have different levels of access in different parts of the platform.

Before You Start

You need Manager permission for the General Settings module to assign or change roles and permissions.

To update a user's role:

Go to Settings → Users.
Find the user.
Edit their assigned role or advanced permissions.

Step 1. Review Product Roles

Product	Role	Permissions
AI Agent	Team Leader	Full access to all features, including creating, editing, pausing, and resuming AI Agents.
	Agent	Can use the AI Agent but cannot create, edit, pause, or resume it.
	No Access	No permissions.
Lucidya API	Manager	Full access to all features.
	Moderator	Can view public APIs and webhook URLs.
	No Access	No permissions.
Profiles	Manager	Full access to all features.
	Moderator	Cannot delete profile pages, update, destroy, or export segments.
	Viewer	View only.
Managed Channels	Manager	Full access to all features.
	Moderator	Cannot request historical data or delete dashboards.
	Viewer	View only.
OmniServe	Team Leader	Full access to all features, including OmniServe Settings and assigning tickets.
	Agent	Cannot access OmniServe Settings or assign tickets to other agents.
	No Access	View only.
Social Listening	Manager	Full access to all features.
	Moderator	Cannot delete dashboards, delete or edit other users' monitors, or use quick search.
	Viewer	View only.
General Settings	Manager	Full access to all features.
	Moderator	Can access Instagram hashtags, user authentication, account authentication, manage utilities, manage themes and account lists, and view themes and account lists.
	Viewer	View only.
Survey	Manager	Full access to all features.
	Moderator	Cannot delete or export surveys.
	Viewer	View only.

Step 2. Configure Advanced Permissions (OmniServe)

Advanced permissions let you fine-tune access within OmniServe beyond the standard role settings. These are configured per user in Settings → Users → Advanced Permissions.

For further assistance, contact Lucidya Support.

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Frequently asked questions

What is the difference between Manager, Moderator, and Viewer?

Manager has full access to all features within a product. Moderator has limited access with restrictions on critical actions such as deleting dashboards or editing other users' content. Viewer has read-only access and cannot make any modifications.

Can a user have different roles in different products?

Yes. Roles are set per product, so the same user can be a Manager in Survey, a Viewer in Social Listening, and an Agent in OmniServe at the same time.

Do role changes take effect immediately?

Yes. When you update a user's role or advanced permissions, the change takes effect as soon as it's saved. The user will see the updated access the next time they navigate in the product.

What does No Access mean?

The user has not been granted any role for that product and cannot access it. Assign Manager, Moderator, Agent, or Viewer to allow access.

Can Moderators export survey or engagement data?

Moderators cannot export surveys in the Survey product. For engagements, the Export All Engagements advanced permission must be enabled separately.

What is the recommended default role for new users?

Moderator is a safe default for most users. They can use the product without changing critical settings or deleting data. Upgrade to Manager or Team Leader only when they need configuration and oversight capabilities.

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