How to create and manage an Enterprise (for Enterprise Owners)

This article explains how to use Enterprise functionality if your organisation purchases Enterprise functionality and you are an Enterprise Owner

Roles within an Enterprise

Someone who has access to an Enterprise is called a Member. There are different Member types:

Owner - there is one Owner per Enterprise who has ultimate control. The Owner has access to the functionality explained in this article and their approval will be needed for some actions. The Owner must be a Lumina Learning Practitioner that has completed a Qualification programme
Practitioner - a Practitioner is someone that has completed a Lumina Learning Qualification programme. They administer projects to gather participant information and generate portraits
Administrator - an Administrator has access to the same functionality as the Owner, but cannot be a Practitioner. Enterprises can have one Administrators, unless confirmed otherwise by your account manager

It is not currently possible to change someone's role after they join an Enterprise. For help, please contact our Support Team.

Enterprise features for Enterprise Owners

Enterprise Owners have access to the following features:

Enterprise Dashboard for an overview of Enterprise Members and Points (virtual credits) balance
View current and past Enterprise Members
Invite Members to the Enterprise
Remove Members from the Enterprise
Distribute Points between the Points Pool and individual Practitioners
Access Practitioner Profiles (projects, participant details and portraits) of Practitioners in the Enterprise

How to create an Enterprise

When you are ready to create your Enterprise, your account manager will provide a unique registration URL.

The person who completes the registration will become the Enterprise Owner. Please choose this person carefully, as they can't be changed later.

Instructions:

Click the invite URL provided by your account manager. You will be taken to a landing page
Enter the unlock code provided by your account manager
Enter an Enterprise Account Name
Review legal and privacy documents
To complete setup, press Create Lumina Enterprise Account

How to invite a Practitioner to join an Enterprise

Access the Enterprise Dashboard by visiting the Lumina Services page and selecting the Lumina Enterprise button
Select Invite Practitioner
Enter the invitee's email address. You must enter their Practitioner notification email address. (The invitee can find this by visiting their Personal Details page, selecting 'My Profile', then scrolling down and selecting 'Lumina Practitioner'). Please note, this may be different to the invitee's Lumina Account (sign-in) email address
Enter a description. This is for reference and will be visible to the invitee later
Enter an unlock code. Importantly, you must write this down and give it to the invitee later. If you forget the unlock code, it cannot be recovered and you will need to create a new invite
Press Create Practitioner Invitation
Copy the invite URL and send it to the invitee, along with the unlock code. You must do this, the invitee will not automatically receive an email. The person you are inviting can accept the invite by following these instructions. The invite will appear as 'Pending' on your dashboard
After your invitee accepts the invite, their invite will appear as 'Accepted'

How to revoke a Member from an Enterprise

As an Enterprise Owner, you can revoke a Member's Enterprise access. A revoked Member loses access to the Enterprise and their Practitioner Profile. A revoked Member retains access to their Lumina Account which they can use to access their personal portraits.

Access the Enterprise Dashboard by visiting the Lumina Services page and selecting the Lumina Enterprise button
Scroll down and go to the Practitioner or Administrator tab, as relevant
Next to the relevant Practitioner or Administrator, select Revoke Membership:
1. If revoking an Administrator, follow any confirmation dialogues to complete this action
2. If revoking a Practitioner, you must provide an alternative email (e.g. personal email). This allows the individual to act as a Lumina Learning Practitioner in their own right after they leave the Enterprise
After a Member is revoked, their details will be available in either the Practitioner or Administrator tab, under 'Past Members'. You can also access a revoked Practitioner's Practitioner Profile

How to distribute Points within an Enterprise

Access the Enterprise Dashboard by visiting the Lumina Services page and selecting the Lumina Enterprise button
Select Distribute Points in the left-hand menu. The current balance of undistributed points will be shown under Points Pool
Scroll down to the list of Practitioners
Add or remove points to the Points Pool or Practitioners using the plus and minus buttons, or by typing a new figure into the points box
To save your changes, select Confirm Points Change