CONTENTS

Who can invite new Users to Projects?

  • Account Admins can add new users to any project in their organisation. They can assign any of the three User Levels.
  • Project Admins can only invite users to projects that they have access to. They can invite users as Project Admins or Team Members.
  • Team Members can only invite users to projects that they have access to. They can only invite users as Team Members.


Invite a User to a Project

1. Open the project you want to invite a user to.

2. Click your avatar on the bottom-left to see the user menu.

3. Select "Access Management".


5. Click the plus (+) button in the top-right corner. 


The "Invite Users" dialog will open.

6. Populate the following fields: 

Project(s): This will auto-populate with the current project. If you want to invite a user to multiple projects click the dropdown menu and select the desired projects. Project Users and Team Members will only see projects that they have access to, which prevents them from inviting users to projects they don't have access to. 

Email: Type the email address they will use for their Lumi account. If the invitee is a new employee, make sure that their email account is active before sending the invite. See "Bounced and Undelivered Emails" below for more information.

Note, you can add multiple users at once by pressing the plus (+) button to the right of the last user you added. You can also remove users by clicking the bin icon next to them.

Level: Select the desired User Level. Lumi User levels are quite flat, and even Team Member access allows users to do most of the day to day tasks.

  1. Account Admin: Highest level of access. Able to set up new projects at the organisation, assign and deactivate all other users to a project. We recommend only a select few key Senior Administrators or Executive Staff are Account Admins.
  2. Project Admin: Intermediate access. Able to invite users to projects that they have access to, and cal allocate Project Admin or Team Member access. They cannot create new projects, but they can perform most other tasks. This level is great for senior members of the team.
  3. Team Member: Lowest level of access. Team Members can access the projects they are assigned to and can do most day to day Lumi tasks. They can invite other users to projects they have access to, but they can only give them Team Member access.


For a detailed list of what the different User Levels can do, click here.


Message: This will auto-populate with a default message. You can edit the message, but be aware that the change will apply to future invites, until you change it back. The change will only apply to you, not other users.

7. Click "Invite". This will trigger an email to go to the nominated email address(es), inviting the new user(s) to login to Lumi. See below for more detail about the invitee's experience.

Your new invitees will display on the "Users" page with the Status "Invited". 

Once they've accepted, and completed the brief set-up process, they will display as Status "Accepted". Their name and avatar (if they upload one) will also display. 


What will my Invitees Receive?

Your invitees will receive an email within a few minutes of sending the invite with a link to login to Lumi. 


1. Brand New Lumi Users

Your brand new Lumi invitees will receive an email with the subject line "You have been invited to Lumi". When they "Click to accept invitation" in the email, they will be taken to the following page to set up their password.  

Password requirements: Their password must be at least 8 characters long and contain at least one uppercase letter, one lowercase letter, one special character, and one number.

Then they'll be prompted to login to Lumi.

Once they login, they will be taken through a few setup questions asking for their full name and phone number.

They'll have the option to upload an avatar image.

Once they've completed their setup, Lumi will display the Project(s) they've been invited to.

2. Existing Lumi Users

When an existing Lumi User is invited to new project, they will receive an email with the subject line "You have been invited to a Lumi project". 


When they "Click to accept invitation" in the email, Lumi will open to the new Project's Dashboard, or to the Projects page (see below) if they were invited to multiple projects.


Expired Invites and Reminder Emails

Invites expire within 7 days for security reasons. Invitees will receive multiple reminders, and you'll get an email letting you know if they have accepted or if their invite has expired and you need to resend it.


Bounced and Undelivered Emails

If an email bounces or is undelivered you will need to contact support@lumi.media so that they can remove the email address from a suppression list. This will ensure that the next time you send it it won't be blocked. 

Once this is done you can simply resend the invite.


Resending an Invite

1. Open the project you want to resend an invite for.

2. Click your avatar on the bottom-left to see the user menu.

3. Select "Access Management".

4. Locate the user you want to reinvite. They will have the status "Invited". 

5. Right click on their row to open the context menu.

6. Click "Reinvite User". 


You will see the "Invitation Sent!" toast in the bottom-left corner.