Settings is where you configure your account, team, payments, communications, and integrations. Open it from Settings at the bottom of the left-hand navigation menu.

Where: Left nav › Settings

The Settings sidebar is organized into eleven sections. The sections you see depend on your role and your institution's plan.

Manage your personal profile and security. Under Profile, update your name, email address, phone number, and timezone, then click Save Changes. Under Security, set a new password by entering and confirming it.

Manage access and structure across two tabs. Team Management lists your team (name, email, phone, roles); use Add Team Member to invite someone or Edit to change their roles — available roles include School Representative, School Admin, School Finance Manager, School Owner, School Servicer, and Communications Admin. Institution Management is where you view and manage the institutions in your organization.

Control how Lumion notifies you across email, SMS, and in-app channels. Notifications are grouped by category (for example, Leads and Forms & Submissions), and each event has its own Text and Email toggles. Text notifications require a phone number on your account.

Manage personal access tokens for integrations and API clients. Click Create New Token to generate one; existing tokens are listed here and can be searched.

Configure email sending for your organization. Before you can authenticate your sending domain, your institution needs to be provisioned with a SendGrid account. Click Set Up Email Sending to create a dedicated sending environment and walk through DNS configuration.

Manage payment settings across four tabs. Credit Check Rules define the credit criteria used for payment options — if credit reports are used for a payment option, any student whose credit score doesn't meet an applicable rule is automatically rejected. Payment Option Availability controls which options are offered, Sales Tax configures tax settings, and Contracts manages contract settings.

Manage third-party connections and outbound integration settings across two tabs. Integration Hub lets you connect available apps such as QuickBooks, each showing its connection status and a Connect action. Webhooks is where you configure outbound webhooks.

Manage your billing contact information and payment method across three tabs: Subscription (your current plan and available plans), Billing Information (billing contact and payment details), and Terms of Use.

Configure the AI assistant for your institution. Under Assistant Name, customize the assistant's name (default is Mia) — it appears in the drawer header, welcome greeting, message avatar, and input placeholder. Under Customer Journey Handoffs, choose the default task owners for AI handoff tasks when a journey has no task owners or a contact isn't yet in a journey.

Manage the phone numbers used to make calls and send messages from your school, across the Numbers and Activity Logs tabs. Once a number is provisioned for your school it appears here so you can configure call routing, voicemail, and more.

Manage which teammates can make voice calls. The table shows each user's name, email, and their Voice Enabled, Mobile Fallback, and E911 status. Use the edit action on a row to update a user's voice settings.