How do I create a new Organization?

Organizations let you easily group teams, and, are easily created from your personal or business account.

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

    Organizations-account-button

  3.  Click Manage Organizations.

    Account-button-organizations
  4. Click Create New Organization.

    Organizations-create-new
  5.  Select whether you have a Main or Custom Organization.

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

    Screen Shot 2021-09-13 at 3.50.37 PM

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

    1. Add Organization 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 an Organization of which you are admin, their name and email address automatically appears in a box below the Add member field.

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

        Organizations-create-new-add-member-list
        If the person is not a member of an organization of which your are admin, their name and email address automatically appears with the message Pending user (in red) above it.

        Organizations-create-new-pending-user
      3. Click the box with the name and email address. The person is added as a Pending user to the list below the Add member box.

        Organizations-create-pending-member
      4. 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 organization. All other added people are added directly to the organization.  

                TIP: To view your new organization:

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

                All organizations you have created display here on the Organization List.

                Organizations-list-manage

                NOTE: Your new organizations in the Organization 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