How do I add team members to Lumi?

Lumi is better with teammates. The Lumi platform is designed to bring together design, operations, supply chain, logistics and accounting into one collaborative space. Adding members of your company to Lumi makes it easier to manage your packaging from a central location. There is no additional charge for inviting users to Lumi.

Joining an existing team on Lumi

To join an existing team on Lumi, ask someone on your team to follow the steps below.

Inviting your team to Lumi

To invite team members to your company’s account, go to User Settings or follow these steps:

  1. Login to your account at lumi.com/login
  2. Click on your avatar in the top right of the page, then click Settings.
  3. Click the Users tab. 
  4. Click Invite user, then input your team member’s information. (You can also resend the invitation email or revoke access for new users from your Users tab.)
  5. Your new user will get an email, inviting them to join Lumi. When they click to accept their invitation, they’ll be prompted to create a password. 

Currently, all users have the same permissions on Lumi with access to all of your company’s addresses, payment methods, artwork files, orders, invoices, etc., but customized permissions are coming the future. Stay tuned for any changes on our Updates page.

I forgot my password. How do I reset it?

Go to the password reset page and enter your email address. You will receive an email with a link to create a new password.

How can I change my password?

You can change your password in your profile settings.

My account was deactivated, how do I reactivate it?

Your user account may have been deactivated for one of two reasons:

  1. Someone on your team deactivated your user account. You can ask someone on your team with access to Lumi to reactivate your account by going to the User Settings.
  2. Your company’s membership lapsed and was not renewed. Accounts are automatically deactivated when membership lapses. Standard membership terms give your company access to Lumi for 12 months. To renew your membership, please reach out to our sales team.

What is the Dashboard?

The Dashboard is your team’s home base on Lumi. The Dashboard allows you to collaborate on sourcing, manufacturing and supply chain. It allows you to manage your saved items, reorder items, request quotes, view order history and track shipments.

You must be signed in to access your Dashboard. Once you are signed in, visit lumi.com/items to see your Dashboard.

How do I start a project?

Projects are where you communicate with your CSM and Lumi Experts about product development, quotes, and order updates. 

From your Dashboard, go to the Projects tab. Click on the New Project button, and name your project with the product you’re looking for or project goal. Something like “Holiday Folding Cartons,” “Moving away from single-use plastics,” or “New Corrugated Inserts,” so everyone knows the topic of conversation. 

Add collaborators from your team that should be involved in the project. If one of your team members is missing from the dropdown list, you can add a new user in Settings.

Once you’ve sent your message, your Customer Success Manager is notified, and will respond as soon as possible. 

How do I add delivery locations to my account?

In your settings, locations are where your orders are shipped — from single pre-production samples to full truckload orders. 

To add a location to your account:

  1. Click on your avatar in the top right of the page, then click Settings.
  2. Click on the Locations tab.
  3. Click Add location, then input the address, receiving contact, and delivery detail information. When complete, click Create.

The location will now be visible as a delivery option when you place an order.

How do I use Lumi Analytics?

The Analytics view gives you quantifiable insights about your packaging supply chain.

There are three insightful and interactive reports that help you visualize your packaging by product, shipping location, and spending category. For each report, you can choose the timespan and aggregations (e.g. monthly, quarterly or yearly) that you want to study.

Orders by product

This view slices your order patterns by product category. You can break down your spending by volume (quantity of units) or by order count.

Use this report to discover strong seasonal patterns, project your needs based on historical data, and isolate data on a single product or subset of products.

Shipments by location

Shipping analytics help you understand how units are being distributed across your locations. At a glance, you’ll have a better understanding of packaging consumption across your warehouses, 3PLs, or distribution centers over time. 

Invoices by spending category

While the Orders report is based on the time orders are created, the Invoice report is based on the time the invoices are paid. 

This report segments your spending by line item type, helping you assess the relative spending on products, shipping, tooling, and more.