FAQ: Inviting colleagues to Luminary

If you would like to collaborate with internal colleagues in Luminary, you can add internal users directly from Luminary.

Note: This is a distinct process from adding external collaborators who do not work at your firm. This process is outlined here.

To invite an internal colleague within your firm onto Luminary, follow the steps below. Before a new user is activated, they must be approved by your firm administrator, so the requested user will not gain access to Luminary immediately.

1. Click the Collaborators button in the upper right hand corner of the screen

   

2. Click Invite colleague at the top of the Collaborators page

   

3. Insert First and last name, email, and access level, then submit the request to Luminary

   

4. Luminary will work with your firm's administrator to add the new user with proper entitlements and client access.