Lumi Help Centre
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FAQs
General
5
How do I contact the Lumi team?
Help! Something is broken / something has gone missing, what should I do?
How can I request a feature or make a suggestion to improve Lumi?
How do I restore something I've deleted? How do I undo a delete?
How do I book a Lumi Lesson / Training?
Logging in / Your Profile
7
My log in is not working
I forgot my username / email
My invitation link isn't working / I haven't received an invitation
I forgot my password
How do I change / reset my password?
View all 7
Troubleshooting
1
Stuck on "Lumi" loading page
Managing Users
5
How do I invite/add a new user to a project?
How do I remove a user from a project?
What are the Lumi user levels & what can they do?
How do I deactivate / delete a user from my organisation?
How do I resend a user invitation?
Project Settings
6
How do I add or change the Project Image?
How do I delete / archive a Project in Lumi?
How do I restore a Project that has been archived?
How do I set my date and time display preferences?
How do I add my own logo to features in Lumi?
View all 6
Dashboard / Home Page
20
What is my Account Dashboard?
What is a Project Dashboard and who can see it?
How do I add something to my Project Dashboard?
How do I move, edit and re-size things on my Project Dashboard?
How do I delete something from my Project Dashboard?
View all 20
Cards
20
What is a Card?
How do I add / create a new Card?
How do I add or change my main Card Image?
How do I add Contact Details to a Card?
How do I add Social Media details to a Card?
View all 20
Card Tabs
10
How do I add a new tab on a Card?
How do I edit / type in a Card tab?
I’m having issues formatting my Card tab
How do I change the colour of my Tabs?
How do I delete, reorder, rename or hide tabs on a Card?
View all 10
Card Categories
8
What is a card category?
How do I create a new card category?
How do I edit a card category's name, colour or fields?
How do I change a card category?
How do I change multiple cards' categories ?
View all 8
Fields
17
What is a field?
What are the different types of fields?
How do I create a new field?
How do I add fields to a card?
How do I remove fields from a card?
View all 17
Lists
22
What is a List in Lumi?
How do I make a List?
How do I add Cards to a List?
How do I add Columns to a List?
What types of Columns can I have in a List?
View all 22
Inbox
17
What is the Lumi Inbox?
Where is / can't find my Inbox?
How do I set up my Inbox Columns?
How do Applicants arrive in the Inbox?
How do I assign a Producer to an Applicant?
View all 17
Casting
32
What is Lumi Casting?
How do I turn on Casting?
Where are the Casting Settings?
Where is my Inbox?
Where is my Pending Inbox?
View all 32
Casting Payments
7
How do I change my subscription price or frequency?
How can I cancel a user's subscription?
What payment methods are accepted?
How often will a user be billed for my subscription?
When will the first charge appear for my subscriber?
View all 7
Communications Centre
7
What is the Lumi Communications (Comms) Centre?
Where is / can't find the Communication (Comms) Centre?
How can I send / view communication with an individual / applicant?
What is a File Request?
How do I create a File Request?
View all 7
Documents & Media
15
How do I add / create a document?
How do I make a document template?
How do I upload documents / media?
How do I delete documents / media?
How do I remove documents or media from a Card?
View all 15
Boards
21
What is a board?
How do I add / create a Board?
How do I add a card to a grid board?
How do I remove a card from a board?
How do I add Cards to a Column Board?
View all 21
Kanbans
12
What is a Kanban?
How do I add / create a Kanban?
How do I link a field to a Kanban?
How do I move a Card on a Kanban?
How do I put my Kanban on the Dashboard?
View all 12
Communicating / FYI's / Sharing
3
How do I send something / FYI / email to someone?
How do I send an FYI / email to a team or group of people?
How do I see FYIs / emails that I've sent or received?
Project Library & Searching
12
What is a Saved Search?
How do I filter a search?
How do I search documents?
How do I search phone numbers or contacts?
How do I save a search?
View all 12
Favourites
5
What are Favourites?
How to add something to my Favourites list?
How do I access my Favourites?
How do I add my Favourites to the dashboard?
How do I remove something from my Favourites?
Rundowns
11
How do I add / create a Rundown?
How do I add a segment to a Rundown?
How do I create a new row in a Rundown?
How do I link a Card to a line item in a Rundown?
How do I add columns to a rundown?
View all 11
Sets
9
What is a Set?
I don't have / can't find Sets
How do I create a Set?
How do I add something to a Set?
How do I remove something from a Set?
View all 9
Team Lists
7
What is a Team?
How do I add / create a new team?
How do I add someone to a team?
How do I remove someone from a team?
How do I delete a team?
View all 7
Vaults & Security
12
How secure is Lumi?
How do I create a Vault?
How do I add a Card to a Vault?
How do I add a document to a Vault?
How do I add another user to a Vault?
View all 12
Lumi Logs
11
What are Lumi Logs?
How do I Enable the Logs Feature?
How do I create a Log?
How do I start logging?
How do I create shortcuts on a Log?
View all 11
Printing
3
There are colours missing in my print out
How do I print one tab in a Card?
How do I print a Card?
Mobile Devices
3
How do I create a shortcut to get Lumi on my iPhone mobile Homepage?
How do I create a shortcut to Lumi to my Android phone Home Screen?
Lumi Phone Tips
Templates
3
How do I template something in Lumi?
How do I delete a template?
How do I replace/edit a template?