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 the authority to cancel or upgrade Circle plans


Security

In this section, you can determine how members authenticate to access your Circle. For example, you can choose to require all members to sign in through Google Workspace to gain access. This ensures an added layer of security and control over who can enter your Circle.

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 Circle profile photo, and change the Circle 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 by clicking the chat bubble.