1. Support
  2. Lumina Team
  3. Create, view or edit a Team

How do I create a new Team?

Use the Lumina Team Viewer to create a new Team

The Lumina Team Viewer can be used to create a Team containing Participants that have completed the Lumina Spark questionnaire.

Lumina Team SYSTEM GUIDE Create a new Team-1

Instructions

  1. Navigate to the Lumina Team Viewer by following these steps.
  2. Press the + Create a New Team button.

  3. Click Enter a team name to input a name for your new team.

  4. You will see a list of Participants:
    1. Available Participants are displayed in the left-hand pane.
    2. Click a Participant to include them in the Team. Selected Participants will move to the right-hand pane.
    3. To remove a selected Participant, click on them in the right-hand pane. They will move back to the left-hand pane.

    You can filter your Participants using the search and filter tools:
    1. Enter a search term in the search bar, e.g. name or email address
    2. Filter by organisation
    3. Filter by project

    After performing a search or applying a filter, you can add all Participants to the Team by clicking the Add All button.

    Note: if a Participant has completed a questionnaire in more than one project, choose the project using the drop-down menu next to the Participant's name.
  5. After you have selected all the desired Participants, press Save. 
  6. You will see the Purchase Confirmation screen that confirms how many points are required to generate your team. If you are happy to proceed, press Confirm.

You have now created a Team! Depending on the number of Participants included in the Team, a few minutes may be required before the Team is available to view.