Settings
Workspace Settings
Team access, roles, connectors, governance, and system preferences all live here. Every action on this page should lead somewhere real.
This Week
VisibleWeekly operating surface for what is due next, what is blocked, and where judgment is needed.
Sales
VisibleLeads, pipeline, revenue machine, outreach drafts, follow-ups, and discovery.
Projects
VisibleB2C project command center for homeowner procurement, checklists, partner categories, quote handoff, tasks, and outcomes.
Marketing
VisibleCampaign execution, content flow, attribution, and traffic.
Operations
VisibleOrders, logistics, partners, shipping, and supplier exceptions.
Finance
VisiblePayments, refunds, margin, and reconciliation controls.
Customer Experience
VisibleTickets, escalations, SLA risk, and returns.
Analytics
VisibleUnified campaign, channel, attribution, and revenue intelligence.
Sultan
VisibleGoverned AI operating layer for approvals, action intents, auditability, and internal Sultan chat.
Integrations
VisibleConnected apps, sync status, assets, and integration readiness.
System Health
VisibleSafe mode, provider health, dead letters, drift, and readiness.
Technology
VisibleWorkflows, logs, integrations, and system health.
Signed-In Role
Who the system thinks you are right now.
Admin
hello@luzione.com
Team Members
People who can own tasks, approvals, and governed actions.
0
Open Team Admin to change roles and route ownership.
Available Roles
The current role set inside Luzione OS.
11
Founder, Admin, Sales, Marketing, Ops, Finance, CX, Agent Supervision, and Read Only.
Role Preview
A quick operator-facing summary of the roles available today.
Founder
RoleFull operating control across approvals, roles, policies, and company-level overrides.
Admin
RoleWorkspace administration, user management, and configuration without founder-only overrides.
VP Sales
RoleOwns revenue execution, pipeline discipline, and sales approvals.
Sales Rep / BDD
RoleRuns leads, cadences, follow-up tasks, and opportunity movement.
Marketing Lead
RoleOwns campaigns, approvals, performance, and channel execution.
Marketing Contributor
RoleBuilds and supports content, campaigns, and marketing operations.
Governance Baseline
RBAC, ABAC-ready subjects, approval policies, secret references, and domain controls.
Roles
0
Subjects
0
Secrets
0
Approvals
0
Domain Controls
Pause-domain and full-stop controls for sensitive operating areas.
Integrations
Current and planned operating integrations across CRM, marketing, commerce, and finance.
Airtable Sales
ConnectedCurrent CRM cockpit for customer, lead, and opportunity records.
Airtable Marketing
ConnectedCampaign, content, feedback, and loyalty cockpit.
Airtable Operations
ConnectedOrders, customer issues, production flow, and supplier context.
Airtable Finance
ConnectedFinance cockpit for revenue, expenses, invoices, margins, and cash flow.
Shopify
ConnectedCommerce product, order, and webhook event source.
Instagram / Meta
PlannedExpected social reach, engagement, and comments needing reply.
Meta Ads
PlannedExpected spend, CTR, conversions, and ROAS.
Google Ads
PlannedExpected paid search and campaign performance.
QuickBooks
Not ConnectedExpected accounting truth for invoices, bills, payments, and P&L.
n8n
Not ConnectedAutomation bridge, not system of record.
Google Drive / Docs
PlannedExpected document links, review flows, and shared content assets.
Postgres Future Truth Layer
ConfiguredSovereign kernel and long-term operational truth.