How do I invite people to my organization?

There are four quick ways to invite (add) people to an organization.

NOTE: Only an organization's admin can invite or add people.

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

    Organizations-account-button

Add from Members list screen

  1. Select an organization from the Your Organizations list. (Or click Manage Organizations, and click View under the required organization.)

    Account-button-organizations
  2. The selected organization opens.
  3. Click the Members option (in the left-hand sidebar).

    Organizations-members-option
  4. Click the Add member button.

    Organizations-members-list-add-member
  5. Enter the email address of the  person you want to invite.

    Organizations-members-list-add-member-window
    If the person is a member of another organization of which you are admin, their name and email address automatically appears in a box below the Add member field.

    Organizations-members-list-add-member-select
  6. Click the box with the name and email address. The person is added below the Add member field.

    Organizations-members-list-add-member-select-listed
  7. If the person is not a member of another organization of which you are admin, the email address appears in a box with no name.

    Organizations-list-add-non-member
  8. Click the box with the email address. The person is added below the Add Member field as a 'Pending user'.

    Organizations-members-list-add-non-member-select-pending
  9. Search and add to the list as many people as you require.
  10. When you have added all the people you want, click Save.

Add from Organizations list screen

  1. Click Manage Organizations.

    Account-button-organizations
  2. Click the Invite button on the required organization.

    Organizations-list-manage
  3. Enter the email address of the  person you want to invite.

    Organizations-list-add-member

    If the person is a member of another organization of which you are admin, their name and email address automatically appears in a box below the Add Member field.

    Organizations-members-list-add-member-select-1
  4. Click the box with the name and email address. The person is added below the Add member field.

    Organizations-list-add-member-select-added
  5. If the person is not a member of another organization of which you are admin, the email address appears in a box with no name.

    Organizations-list-add-non-member-select
  6. Click the box with the email address. The person is added below the Add Member field as a 'Pending user'.

    Organizations-list-add-non-member-select-pending
  7. Search and add to the list as many people as you require.
  8. When you have added all the people you want, click Save.

Add from the Create a new organization dialog

You can invite people when you create a new organization.

  1. Follow the link here for instructions 

    Add from an organization's dashboard

    1. Select an organization from the Your Organizations list.

      Account-button-organizations

      The selected organization opens.

    2. Click the Dashboard option (at the bottom of the left-hand sidebar).

      Organizations-members-option

    3. Click the People tab.

    4. Click Add member, and add members as described in the sections above.

      Organizations-dashboard-add-members

    TIP: If the invited person is a member of a team or organization for which you are administrator, that person is added directly to the organization when you click Save.

    If the invited person is a 'Pending user', when you click Save that person is emailed an invitation/request to join the organization. 

    TIP: View unanswered requests in the Pending invites box: from the bottom of the left-hand sidebar click Dashboard then People.

    Organizations-dashboard-add-members

    NOTE: When an invite email is sent to a person, their invite is pending until they click the red link at the bottom of the email (as shown below).

    Organizations-invite