How do I create a new Circle?

Circles let you group team and company documents. A Circle is easily created from your personal or business account.

  1. Log in to your Lumin account.
  2. Click your account drop-down on the top-left of the screen.

  3.  Click Manage Circles or click + next to 'Your Circles'

  4. Click Create New.

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  5. Add a name for your Circle.

    1. (Optional) Add Circle members as required.
      1. Enter the email address of a person you want to add to the team.

        If the person is a member of a Circle of which you are an admin, their name and email address automatically appear in a box below the Add member field.

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      2. Click the box with the name and email address. The person is added to a list below the Add member box.

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        If the person hasn't registered for a Lumin account yet, their name and email address automatically appear with the message Pending user (in red) above it.

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        Search and add to the list as many people as you require.
    2. Click Create.

    NOTE: When you click Create, invited users are emailed to join the Circle. If they already have an active Lumin account, they will get an in-app notification to accept or reject joining the Circle.

                TIP: To view your new Circle:

                1. Click your Plan account (top-left of the screen).
                2. Click Manage Circles.

                All Circles you have created are displayed here on the Circle List.

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                NOTE: Your new Circles in the list have a 'Free' icon above them to show they are free of charge.

                Organizations can be upgraded to pro to gain extra functionality. 

                Find out how to upgrade here