Members

All members defined for the organization can be found in the Members section of Organization Settings.

Overview

The Members section in Lumi AI allows administrators to manage user access within an organization. This includes adding and removing users, assigning roles (Admin, User), and adjusting knowledge base access.

Accessing the Members Page

To access the Members page:

  1. Navigate to Settings in the left sidebar.

  2. Click on the Members tab under Admin Settings.

Managing User Roles

Members in Lumi AI can be assigned different roles:

  • Admin: Full permissions, including managing users, modifying settings, and accessing all knowledge bases.

  • User: Belongs to the user data base.

Inviting New Users

New users can be invited to the organization so long as there are seats available.

  1. Click the + Invite button in the top right corner.

  2. Enter the user’s email address.

  3. Assign a role (Admin/User).

  4. Send the invitation.

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