Who this is for:
Team Leads and Managers looking to provide professional development to their firm or department.
New Users starting a LumiQ trial for the purposes of team learning.
What you will accomplish:
Create a new LumiQ account.
Configure your professional designation for CPE/CPD tracking.
Invite team members to your trial.
Access team reporting and the upgrade checkout.
Step-by-Step Instructions
1. Create Your Account
Go to the LumiQ website and click Start Free Trial.
Enter your Email address and click Continue with email.
Create a Password, re-enter it to confirm, and click Agree and Create Account.
2. Set Up Your Professional Profile
On the "Welcome to LumiQ" screen, click Get Started.
Select With my team when asked how you plan on using LumiQ and click Next.
Select Yes, I'm designated if you hold an accounting or finance designation.
Choose your country and specific designation (e.g., Certified Public Accountant).
Select the States/Provinces where you are licensed and click Next.
Enter your First Name and Last Name as they should appear on your certificates and click Next.
Enter your Company Name and Job Title, then click Explore LumiQ.
3. Invite Your Colleagues
From the left-hand sidebar, click Members under the "Admin Tools" section.
Click the + Invite button in the top right corner.
In the "Invite by email" field, type the email addresses of your colleagues (separated by commas).
Click Invite.
Enter the Name for each email address provided.
Click Add and Invite.
4. View Team Reporting
From the left-hand sidebar, click Reporting.
Here you can view:
Accepted Invites: The percentage of your team that has joined.
Active Members: The percentage of members who have listened to an episode.
Listener Distribution: A breakdown of how many episodes your team is consuming.
Top Listeners/Episodes: Highlights of the most active users and popular content.
Note: Data will begin to populate once your team members start listening to episodes.
5. Upgrade to a Full Subscription
Click your Profile Icon in the top right corner.
Select Upgrade next to "Finalize Team".
Review your team size and subtotal.
Enter your Contact Information (Email and Business Name).
Enter your Payment Method (Credit card details).
Click Subscribe to finalize your team's professional account.
What happens next
Once invited, your colleagues will receive an email invitation to join your team. They will need to follow the link in that email to create their own profiles. As they begin listening to podcasts, their progress and earned credits will automatically appear in your Reporting dashboard.
Troubleshooting
Invitations Not Received: Ask your colleagues to check their spam or junk folders for the LumiQ invite. You can see the status of an invite (e.g., "Invited") in the Members tab.
Reporting is Empty: Reporting requires at least one team member to complete or start an episode before the "Nothing to track yet" message disappears.
Common Questions
Q:Can I invite members using a list?
A: Yes. In the Invite Members modal, you can select the "Invite by CSV" option to drag and drop a file containing multiple email addresses.
Q: How is the total price calculated on the upgrade page?
A: The price is based on the number of "seats" (users) you have on your team. You can adjust the quantity or add tax information directly on the checkout page before clicking subscribe.