If you are a fund administrator, auditor, RIA, etc., Lumina offers the ability for you to create separate Organizations for each client so you can upload their data. Please follow the steps below for each separate client:
Once you are logged into Lumina, open the dropdown menu from the top left corner beside your Portfolio name. Click Create New Organization, choose a name for this new Organization, and click Add Organization. Once the new Organization is created, open the dropdown menu again and click the gear icon beside the newly created Organization. This will bring you to the settings page of this Organization.
Click on Invitations to invite your clients. Complete the required information and enable Admin access for the Role. Once you click Invite, your client will receive an email that requires them to accept the invitation.
They will then need to create an account on Lumina if they don't already have one, or log in to an existing Lumina account.
They will now be ready to upload their data into Lumina, which will also be accessible by you. For guidance on adding Wallets/Exchanges, click here.
