MSP Portal - Accounts and Roles

MSP Portal - Accounts and Roles

You can create and manage your user accounts and roles using the Lumu Portal for MSP. You will see how to carry out these procedures in this article. 

MSP Portal User Configuration

Bear in mind that to create new users and assign roles to them you must be logged in as an Admin user.

To create users and assign user roles, head to the Accounts section inside the Settings submenu on the MSP Portal’s side panel. 

Create a user

1. First, add a user by selecting the provided option as shown below:

2. Add the required information and select the user’s access and permissions 
      a. Name: Create a distinctive user name to identify the user easily.
      bEmail: Enter the user’s email address
      c. Time zone: Select the time zone used by the user
      d. Role: Select the user’s roles [add link] based on the access level required. 
      e. Permissions: You can select whether to provide access to all of the organization’s tenants or only to a few of them. Full access is enabled by default. 

3. Once done, select Create

Once the user is created, you will be able to access it from the Accounts section and edit what you need. The button to save changes will be enabled whenever the user's information or access is modified. 

You can also configure other account settings such as report frequency and two-factor authentication.

MSP Portal roles

As mentioned above, you can assign different roles to your users based on the access level you wish to provide them with. Let’s take a look at each of them. 

Create Tenants
Assign Endpoints
Accounts Management
Edit/delete tenants
Configure Collectors
Create /edit Labels
Operate Incidents


This is the highest authority level. It can modify every configurable aspect of the organization on the Lumu Portal for MSP, as well as make every possible decision regarding tenants and incidents. This role should be assigned to the people with the highest rank on the team, since they should be able to assign roles to other accounts and self-manage all aspects of the MSP portal operation. 


The supervisor is an intermediate role and has considerably fewer permissions than the Admin role. This role can only access the tenants that have been assigned to the user and change settings pertaining to said tenants. It should be assigned to team supervisors and leaders that need to configure collectors and be aware of the cybersecurity state of assigned tenants


This is the role with least permissions and is designed to only monitor the incidents of assigned tenants. It cannot change settings or make any changes to either tenants nor the organization as a whole. This role is reserved for analysts who only need visibility to operate the incidents of assigned tenants

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