# Lumonic Help Center

> Help center for Lumonic

## English

### Getting Started

- [Welcome to Lumonic](https://intercom.help/lumonic-590ad7677eae/en/articles/13197846-welcome-to-lumonic.md)

### Admin & Workspace Setup

- [Adding Team Members & Permissions](https://intercom.help/lumonic-590ad7677eae/en/articles/12642813-adding-team-members-permissions.md): Lumonic uses a role-based permission system to control who can view and edit different parts of your data. This guide will help you understand how permissions work and how to set them up for your t...
- [Guide: Configure Azure Active Directory SSO](https://intercom.help/lumonic-590ad7677eae/en/articles/12450150-guide-configure-azure-active-directory-sso.md): A concise, step-by-step guide to configuring Azure AD SSO for Lumonic. Learn how to configure Lumonic and Admin Authenticate.
- [Guide: Configure Entra ID OIDC SSO Integration](https://intercom.help/lumonic-590ad7677eae/en/articles/12640951-guide-configure-entra-id-oidc-sso-integration.md): A concise, step-by-step guide to configuring Microsoft Entra ID \(formerly Azure AD\) as an OIDC SSO provider for Lumonic. Learn how to register an app, set permissions, and gather the Client ID, Sec...
- [Guide: Configure Okta OIDC SSO Integration](https://intercom.help/lumonic-590ad7677eae/en/articles/12651385-guide-configure-okta-oidc-sso-integration.md): A concise, step-by-step guide to configuring Okta as an OIDC SSO provider for Lumonic. Learn how to create a new web app integration, set the correct redirect URIs, and find the Client ID, Client S...
- [Issues staying logged in](https://intercom.help/lumonic-590ad7677eae/en/articles/10176879-issues-staying-logged-in.md): How to avoid having to log in every day or being repeatedly logged out
- [Connect Lumonic to Claude with MCP](https://intercom.help/lumonic-590ad7677eae/en/articles/15183119-connect-lumonic-to-claude-with-mcp.md)

### Company/Borrowers Guide

- [First Login](https://intercom.help/lumonic-590ad7677eae/en/articles/10224025-first-login.md): Setting passwords, resending invitations
- [Adding New Users](https://intercom.help/lumonic-590ad7677eae/en/articles/9917975-adding-new-users.md): How to add other users at my company
- [Changing notification preferences](https://intercom.help/lumonic-590ad7677eae/en/articles/11157673-changing-notification-preferences.md)
- [Add Your Bank Accounts](https://intercom.help/lumonic-590ad7677eae/en/articles/9530135-add-your-bank-accounts.md)
- [Reporting Bank Balances](https://intercom.help/lumonic-590ad7677eae/en/articles/9931995-reporting-bank-balances.md)
- [Signing Deliverables When You're Not the Final Signer](https://intercom.help/lumonic-590ad7677eae/en/articles/11869034-signing-deliverables-when-you-re-not-the-final-signer.md)

### Lender & Ops Guide

- [Liquidity Monitoring \(Automated Bank Connections\)](https://intercom.help/lumonic-590ad7677eae/en/articles/10055675-liquidity-monitoring-automated-bank-connections.md): Pull daily bank balances from borrowers/companies on a limited basis
- [What to Do if Your Deliverable isn't Saving](https://intercom.help/lumonic-590ad7677eae/en/articles/9927184-what-to-do-if-your-deliverable-isn-t-saving.md)
- [Deactivating Exited/Paid Off Companies](https://intercom.help/lumonic-590ad7677eae/en/articles/10223865-deactivating-exited-paid-off-companies.md): How to stop data collection for companies that are no longer in your portfolio or no longer need reporting
- [Updating Due Dates](https://intercom.help/lumonic-590ad7677eae/en/articles/10207575-updating-due-dates.md): Adjusting due dates of existing deliverables
- [Adding New Companies](https://intercom.help/lumonic-590ad7677eae/en/articles/10406613-adding-new-companies.md): Closed a new deal? Here is how to get them reporting on Lumonic
- [Updating Deliverable Details](https://intercom.help/lumonic-590ad7677eae/en/articles/10478856-updating-deliverable-details.md): Adjusting details of existing deliverables
- [Inviting/Activating Companies](https://intercom.help/lumonic-590ad7677eae/en/articles/10514603-inviting-activating-companies.md)
- [Tracking reporting and compliance](https://intercom.help/lumonic-590ad7677eae/en/articles/10949507-tracking-reporting-and-compliance.md): Monitoring your data collection progress? Here is how to view it on Lumonic
- [Uploading Documents](https://intercom.help/lumonic-590ad7677eae/en/articles/14305087-uploading-documents.md): Here is how to upload documents to an entity in Lumonic

### Dashboards & Excel Plugin

- [The Definitive Guide to LX](https://intercom.help/lumonic-590ad7677eae/en/articles/10139124-the-definitive-guide-to-lx.md): Using Lumonic's query language to build dashboards, custom calculations and excel reports
- [Lumonic Excel Add-in Documentation](https://intercom.help/lumonic-590ad7677eae/en/articles/9930805-lumonic-excel-add-in-documentation.md)
- [How to find Company Ids](https://intercom.help/lumonic-590ad7677eae/en/articles/10317358-how-to-find-company-ids.md): Find company or entity ids for working with the excel plugin or API
- [Guide: Calculate Fund‑Level IRRs and Deal‑Level Yields with Cashflows](https://intercom.help/lumonic-590ad7677eae/en/articles/12652275-guide-calculate-fund-level-irrs-and-deal-level-yields-with-cashflows.md): A clear, concise guide to setting up cashflow tracking and building performance metrics across your funds and deals in Lumonic.
- [Guide: Bulk Importing Data via Excel](https://intercom.help/lumonic-590ad7677eae/en/articles/13171278-guide-bulk-importing-data-via-excel.md): A concise, step-by-step guide to bulk importing data via Lumonic Excel Plugin. Learn how to use the uploader, create templates for recurring jobs, and more.
- [Cashflows and Performance Metrics](https://intercom.help/lumonic-590ad7677eae/en/articles/13933841-cashflows-and-performance-metrics.md): Uploading cashflows to Lumonic to produce IRRs and other performance

### Data Extraction & Data Services

- [As of Dates and Restatements](https://intercom.help/lumonic-590ad7677eae/en/articles/9930803-as-of-dates-and-restatements.md)