Navigating your Lumin Dashboard

The dashboard is where you can manage your account, and get useful insights on activities within your Circle.

To access your dashboard, in the navigation panel, click Dashboard

In each tab, you will be able to manage your account settings, get insights and more. 


Insights

In this section, you will be provided with a summary of member activities within the selected Circle; the total number of documents uploaded, the total number of annotations created, and the total number of eSignatures created. 

NOTE: This feature is only available for Lumin Pro accounts and above.


People

In this section, you will find the total number of members, guests, pending invites, and members requesting access to the Circle. 

TIP: You may click each bubble to view the relevant users that fall into each category. You will also see their role, the date they joined, and when they used Lumin last. 


Billing

This is where you can manage your Lumin plan, and access your invoices. 

TIP: Only Account Admins and Billing Moderators have authority to cancel or upgrade Circle plans


Security

In this section, you can manage your password settings; set password requirements for all Circle members, and trigger a password reset for all members in your Circle. 

You can also add a Billing Moderator under the Admin and Moderators section which could be the Accountant or Secretary of your organization or business. 

COMING UP: Soon - in this section, you will be able to control who is authorized to invite guests into your Circle. 


Settings

In this section, you can manage your Circle profile; upload a profile photo, and change the name. You can also control your Circle's visibility settings, export all of the data in your Circle as a .zip file, and delete a circle.


Support

In any of these tabs, if required, you will be able to get in touch with one of our support team members, and ask for assistance.