To configure an Administrator for a CMS administrative role:

Note: If you want an Administrator to have access only to Luminate CMS and not Luminate Online, assign them to a custom CMS-only security group. Do not assign the Administrator to a Site Administrators group, whose privileges include Luminate Online applications.

  1. From the Luminate Online Administrator Home Page, click Constituent360 > Constituents.

  2. Create and save a new Administrator or edit an existing Administrator.

When you create the Administrator in Constituent360, click Add Administrator, not Add Constituent. If you use Add Constituent, the member can not be added to an administrative group.

  1. Click the Groups tab in the Administrator's profile.

  2. Click the Edit Group Membership link. Group Membership selector displays.

  3. Select a CMS group and click Save. The Administrator has been added to the CMS group.

You can now assign the Administrator to a custom workflow task in CMS and grant them folder-level permissions (Author or Manager) in CMS.