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TeamWorking as a team — overview

Working as a team — overview

Lumos is designed first for the solo inspector but supports team work via a simple model: a master Owner account with one or more Inspector sub-accounts attached. This page describes the concept, who it’s for, and the main implications.

The master + sub-accounts model

When you create a Lumos account, you are by default a solo Inspector. No team is configured — the Your Team page is empty.

If you want to add other inspectors (associates, employees, contractors), you become Owner of an account with several Inspector sub-accounts. The Owner:

  • Pays the full subscription and seat fees.
  • Invites and removes members.
  • Sees all inspections of the entire team.

Inspector sub-accounts:

  • See their own inspections and those other members have shared with them.
  • Work under the brand of the master account (logo, branding of the Owner).
  • Cannot invite or remove members.

There is only one Owner per account. The role does not transfer.

Who it’s for

Team mode is useful in several configurations:

  • Inspection firm with multiple inspectors under the same banner.
  • Senior inspector partnering with a junior or a trainee.
  • Occasional collaboration where you want to assign certain reports to a colleague while keeping billing centralized.

If you work alone with no one else to integrate, you do not need to configure a team. All Lumos functions are available in solo mode.

Plans and costs

The team model differs based on your subscription plan:

  • Starter plan — no additional seat fee. The 3 free inspections and pay-as-you-go inspections at $10 share a single pool: first come, first served for credit consumption.
  • Pro plan — up to 5 inspectors total (the owner + 4 seats). Each additional seat adds $99/month to your subscription, prorated. For teams of 6 or more, see the Enterprise plan.

For plan details, see Subscription chapter.

What team mode actually changes

Activating team mode (by inviting at least one member) triggers several cross-cutting behaviors in Lumos:

Project and inspection visibility

  • Projects have a Private / Shared state. Privates are visible to their creator only. Shared are visible to all team members.
  • The All projects / My projects toggle appears in the Projects page to filter between your activity and the team’s.

Shareable libraries

  • Narrative Bank — each narrative can be Private or Shared with the team. See Chapter 8.
  • Image Bank — each image can be Private or Shared. See Chapter 13.2.
  • Report templates — each personal template can be in Personal (you only) or Team (all members) visibility. See Report Template section.
  • Contract templates — custom templates can also be shared.

See Content sharing for the full table.

No real-time co-inspection

A given inspection is assigned to a single inspector at a time. Lumos does not offer simultaneous editing by multiple inspectors on the same report — this is intentional to avoid conflicts.

No dedicated team dashboard

The Owner sees all team inspections via the All projects view in the Projects page, but there is no aggregated activity dashboard, per-member statistics, or specific manager view.

See also

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