LemonadeLXP offers flexible role-based access that aligns well with financial institutions.
This article walks you through the key roles, recommended mappings, and best practices for managing access.
🧩 LemonadeLXP User Roles
Role | Capabilities |
Admin | Full access: manage users, content, analytics, and system settings |
Publisher | Publish or unpublish Steps and Courses |
Step Creator | Create and edit Steps (cannot publish) |
Learner | Access assigned or available training |
🔐 Only Super Admins can assign roles. Keep this restricted to a small number of trusted team members.
🏦 Typical Role Mapping by Department
Department | Suggested Role(s) | Why |
L&D / CoE | Admin, Publisher | Manages governance, publishing, and QA |
Compliance / Legal | Publisher (or Reviewer offline) | Final content approval before publishing |
SMEs / Product / Ops | Step Creator | Create draft Steps based on expertise |
Digital / Branch Ops / Marketing | Step Creator | Support content creation and localization |
HR / People Team | Step Creator, Publisher | Onboarding and soft skill training content |
🧠 Tip: Start small—assign Step Creator roles first, then expand to Publishers as trust and skills grow.
🔄 Role Assignment Best Practices
Maintain a shared access tracker by department
Review permissions quarterly as part of content governance reviews
Provide short onboarding or guides for each role type
Don’t grant publishing rights without QA or content training
📎 Bonus: Link to internal job aids or how-to articles for each role to support new contributors.
📌 Next Step:
Now that roles are mapped, learn how each department contributes to content creation in Understanding Department Responsibilities.