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.

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  3.  Click Manage Circles.

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  4. Click Create New.

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  5.  Select whether you have a Main or Custom Circle.

    Not sure whether your Circle is Main or Custom? Check out this article here

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      -You can add members to the Circle as you create it (or you can add them after the Circle is created.)

    1. 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 admin, their name and email address automatically appears 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 is not a member of a Circle of which your are admin, their name and email address automatically appears 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, pending users are emailed an invite to join the Circle. All other added people are added directly to 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 premium to gain extra functionality. 

                Find out how to upgrade here