Getting Started: Users & Groups in Lumiform

Your team is expanding, and you want to increase the number of users on Lumiform - this can be done easily.

Learn how to create new users, groups, and roles in a concise manner within this article.

 


 

 

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Adding New Users in Lumiform

 

Collaboration is key, and Lumiform is designed to be used not just individually but also with your team. To add a new user, simply go to the Administration section and click on the Add User button.

 

 

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Next, you can enter the name, email address, and role of the new user in Lumiform.

 

Additionally, specify whether users will receive an invitation email to set up their password.

If you want to assign an initial password to your users, you can find more information here.

 

In order to assign a role to your users in Lumiform, you must first create the role.

 

If your current quota of Lumiform licenses has been exhausted, you will need to increase it first.

This can be done through your profile in the Subscription section or through the window that automatically opens when you try to add a user, but do not have any additional licenses available: 

 

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Currently, you are unable to add new users. To enable this, simply indicate how many additional licenses you require and confirm everything through the option to add user seats via Update:

 

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You can add an unlimited number of users, as long as you have enough licenses available.

 

What groups are and why they are helpful in Lumiform

 

With groups, you can bring together different users into a team, such as all cleaning staff in the Cleaning Team group. To assign users to a group, you must first create a group.

This can be done through AdministrationGroupsAdd Group:

 

 

Set a unique name for the group, such as Cleaning Team Berlin, add the respective members          and finally click on the Create group button.

 

 

Groups can be assigned templates, schedules, and roles in Lumiform.

This makes it quick and easy to add users not individually, but as a group.