Overview

To ..	Do this ..
Create a new organization & account for individuals	See Signup section below
Create a new account for an organization	See Signup section below
Get access to a organization workspace	Ask your Lumeo organization administrator to invite you via email, then see Accept Invite section below.
Invite a new user to an organization (for organization owners and managers)	See Manager users section below
Upgrade a Lumeo Starter organization to a self-serve paid plan	See Upgrade section here
Activate or upgrade a Lumeo Starter organization to a Core or Enterprise Plan	See Upgrade section here
Apply Core or Enterprise plan license codes obtained from a reseller or device bundle	See Upgrade section here

Signup

Create a new account by signing up at https://console.lumeo.com/register.

This creates an account with your email, a new Starter organization (if your email has not been invited to an existing organization yet), and sets your account as the organization's owner & manager (see Role Based Access Control for more details on what these roles mean).

After creating a Starter organization, you can upgrade it by following instructions under Upgrade organization below, to access paid features.

Accept Invite

When an organization admin or manager invites you to to join the organization's workspace, invitees will receive an email as such.

Click the link in the email to accept an invite and create a new Lumeo account if you don't already have one. After you accept the invite, you will be added to the organization's workspace.

Upgrade organization

A Starter organization can be upgraded to a paid plan by following these steps.

Plan type	Upgrade steps
Professional Plan	In Lumeo console, head to Settings -> Manage organization -> Change Plan
Core Plan	In Lumeo console, click Help (top right corner) -> Chat with support -> Activate or Upgrade plan -> Activate Core plan
Enterprise Plan	In Lumeo console, click Help (top right corner) -> Chat with support -> Activate or Upgrade plan -> Activate Enterprise plan
Enterprise Plan License codes obtained from Reseller or device bundle	In Lumeo console, click Help (top right corner) -> Chat with support -> Activate or Upgrade plan -> Activate a License code

See here for more details : https://docs.lumeo.com/docs/plans#plan-upgrades

Manage users

Invite a user

Invite a new user to your organization's workspaces by heading to Settings -> Members -> Invite new member.

Invite a new member from Settings -> Member

Then, assign the Organization Role or Workspace Role (learn more about roles here Role Based Access Control) you want them to have, and hit invite.

Enter email address, assign roles and click Invite button.

Manage Permissions

See Role Based Access Control

Setup Single Sign On

See Single Sign On (SSO) to setup and activate Single Sign on for your account.

Delete a user

Remove a user from your organization by going to Settings -> Members, click 3 dots to the right of the member name, and select Remove from organization.

Delete your organization

To delete your organization, you must contact us using the Help -> Chat with support option from the Lumeo console so that we can verify your request and take necessary actions to delete the organization and data from Lumeo.