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.

    Screen Shot 2022-03-03 at 12.10.42 PM
  5. Add a name for your Circle.

  6. (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.

      Screen Shot 2022-03-03 at 12.14.59 PM

      Search and add to the list as many people as you require.
  7. 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.

              Screen Shot 2022-03-03 at 12.17.24 PM

              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