There are four quick ways to invite (add) people to an organization.
Add a person to an organization from the:
NOTE: Only an organization's admin can invite or add people.
- Log in to Lumin PDF.
- Click your Plan account on the top-left of the screen.
Add from Members list screen
- Select an organization from the Your Organizations list. (Or click Manage Organizations, and click View under the required organization.)
- The selected organization opens.
- Click the Members option (in the left-hand sidebar).
- Click the Add member button.
- Enter the email address of the person you want to invite.
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.
- Click the box with the name and email address. The person is added below the Add member field.
- 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.
- Click the box with the email address. The person is added below the Add Member field as a 'Pending user'.
- Search and add to the list as many people as you require.
- When you have added all the people you want, click Save.
Add from Organizations list screen
- Click Manage Organizations.
- Click the Invite button on the required organization.
- Enter the email address of the person you want to invite.
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.
- Click the box with the name and email address. The person is added below the Add member field.
- 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.
- Click the box with the email address. The person is added below the Add Member field as a 'Pending user'.
- Search and add to the list as many people as you require.
- 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.
- Follow the link here for instructions
Add from an organization's dashboard
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Select an organization from the Your Organizations list.
The selected organization opens.
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Click the Dashboard option (at the bottom of the left-hand sidebar).
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Click the People tab.
- Click Add member, and add members as described in the sections above.
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.
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).
