LumenReach Help Center — Docs, Guides, and Resources

Browse LumenReach documentation, step-by-step guides, troubleshooting, API and MCP connections, and governance resources. Honest, evidence-gated help for AI-assisted teams.

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Set up your first workspace — Create a workspace, choose a plan, add your first project, set a budget, and invite teammates with the right roles.
Register and sign in safely — Create an account, accept an invitation, use the sign-in methods your workspace enabled, and know what to do when a provider still needs setup.
Create a project and brand workspace — Turn a brand, client, product, or campaign into a workspace with channels, goals, approvals, and reusable brand context.
Connect social accounts safely — Connect supported channels, review permissions, confirm setup status, and keep account health visible before publishing work.
Use the AI assistant with estimates and guardrails — Ask for drafts, summaries, plans, and recommendations while keeping expensive or public actions behind estimates and approvals.
Schedule content with human approval where it matters — Draft, schedule, and route work through second-human approval, then follow each run through the durable internal queue — nothing is ever delivered to an external network.
Read analytics and reports — Understand channel, campaign, creator, AI usage, and anomaly reports so your next action is based on visible evidence.
Understand plans, credits, AI units, and spend gates — Compare plans, included limits, credits, add-ons, assistant/API capacity, creator portal allowances, and translation readiness options.
Find creators and influencers without exposing private data — Browse marketplace-ready profiles, platform badges, verification state, availability, ratings, reviews, and collaboration options.
Use collaboration portals for creators, brands, agencies, and guests — Invite collaborators, share messages and file details, review activity, and revoke access when a portal no longer needs to stay open.
Prepare translation with consent and quote estimates — Capture consent, language preferences, and quote estimates before paid translation work or same-voice localization is enabled.
Understand tenant admin and platform boundaries — Learn which controls belong to your workspace admins and which protected platform operations are handled separately.
Connect LumenReach to your AI assistant — Use paid assistant/API access in read-only, approval-required, or authorized modes depending on your plan, role, and workspace consent.
Connect MCP and API integrations safely — Create tenant-owned access for approved integrations, assistants, automations, reports, and usage exports without exposing platform credentials.
Troubleshoot setup, connectors, billing, approvals, and assistant access — Find the next safe step when setup is incomplete, a social account needs attention, billing limits are reached, or assistant access is unavailable.
Fix common first-time setup problems — Resolve the issues new workspaces hit most: invitations that never arrive, blocked checklist steps, plan limits, and sign-in methods that still need setup.
Add brand context a project reuses — Give a project the brand voice, audience notes, links, and guardrails it should reuse, so drafts and assistant suggestions stay on-brand.
Fix project setup and brand workspace problems — Resolve project problems: a project that will not save, channels that will not attach, missing brand context, or a project a teammate cannot see.
Reconnect a social account and refresh its access — Restore a social account whose access expired or was revoked, refresh its permissions, and confirm the channel can publish again.
Fix social account connection problems — Resolve connection problems: a provider that will not authorize, a channel stuck needing attention, reduced permissions, or a duplicate connection.
Move a post from draft to approved and scheduled — Take a draft through second-human review to an Approved · scheduled entry with a recorded decision — approved runs finish internally and are never delivered to an external network.
Fix scheduling and approval problems — Resolve scheduling problems: an entry stuck at Pending approval, a run that shows Failed, a Dead-lettered job, or a wrong scheduled time — all inside the internal queue, where nothing is delivered externally.
Fix AI assistant access and budget problems — Resolve assistant problems: a paused assistant, a reached budget or unit limit, an action that needs approval, or access that needs a workspace admin.
Set up and save your analytics dashboard — Choose the analytics panels you rely on, set a clear date range, save your workspace dashboard, and export a summary to share.
Fix analytics and reporting problems — Resolve analytics problems: a report that shows no data, numbers that look wrong, panels that seem stale, or an export that will not download.
Track usage, AI units, and credits — Open billing to see usage and AI units against your plan, check your credit balance and spend gates, and add credits before automated work is paused.
Fix billing, credit, and spend-limit problems — Resolve billing problems: usage or credits that will not load, a spend gate that keeps pausing work, a plan or limit that looks wrong, or a charge you cannot reconcile.
Set up and publish your creator profile — Fill in your display name, handle, bio, categories, languages, and regions, preview how your marketplace profile looks, then save and publish it.
Fix creator profile and discovery problems — Resolve creator problems: a profile that will not save, a preview that looks wrong, a handle that is taken, or a profile that does not appear in marketplace discovery.
Create a collaboration portal and manage access — Create a shared portal for a creator or guest, set who takes part when you create it, share updates through messages, files, and milestones, and revoke access when the work ends.
Fix collaboration portal and guest access problems — Resolve portal problems: a guest who cannot open the portal, a participant who should no longer have access, a file or message that is missing, or a portal that will not create.
Request a translation with consent and a quote — Capture speaker consent, set source and target languages, and request a quote estimate so localized or same-voice content is prepared before any paid translation runs.
Fix translation readiness and consent problems — Resolve translation readiness problems: a quote estimate that will not generate, missing or unsaved consent, a setup blocker that keeps readiness from clearing, same-voice that stays unavailable, or live translation that has not turned on because provider and legal readiness are not complete.
Review members and change a member's role — Review the people in your workspace and change a member's role from Tenant Admin, so each person has exactly the access their job needs.
Review tenant security events and API access — Review your workspace's recent security events and API access posture, so you can spot unusual access early and confirm your API keys are in the state you expect.
Fix tenant admin role and access problems — Diagnose and fix the most common reasons a tenant role or access change is not working: a role toggle that will not save, a change refused because it would set a platform-only role or the workspace is restricted, the last role you cannot remove, or a member who still cannot do what their new role allows.
Create, copy, rotate, and revoke a tenant API key — Create a workspace-owned API key by task, copy or securely download its secret the one time it is shown, then rotate or revoke it whenever the integration changes or retires.
Fix API key and MCP connection problems — Work through API key and MCP connection failures in order: confirm your role, check the key's status and permissions, re-copy or rotate a key whose secret was lost, and reconnect an assistant with the right connector URL and preset.
Create and enable a policy rule — Create a tenant policy rule in Policy Studio with the guided builder, preview its impact, then turn it on so it guards the actions you choose.
Simulate, version, and roll back a policy rule — Test a policy rule with a safe simulation, review its version history, and roll back to an earlier version when a change does not behave the way you expected.
Fix policy rule problems — When a policy rule is not behaving the way you expect, run a safe policy check and read the result's decision and reason. This guide walks through the most common Policy Studio problems: a rule that does not seem to take effect, an action that is blocked or asks for approval when you did not expect it, approvals that route to no one, and edits that left a rule in an unexpected state. Every check is a simulation, so nothing is published and no provider action is taken while you investigate.
Find and read the legal and trust documents — The legal and trust center is where you read the agreements, privacy commitments, AI disclosures, and security promises that govern your workspace. This article shows you how to open it, browse documents by category, jump to the exact section you need, and check each document's version, effective date, and review status so you know whether it is final or still under review.
Get help and escalate safely — Get help beyond the Help center safely: try the article's guidance, review your recent security events and the Legal and Trust center, then reach LumenReach support through the support path without ever sharing passwords or private credentials.
Switch between dark and light mode — Use the appearance toggle in the header to switch the whole app between dark and light. Dark is the default; light is in Beta. Your choice is remembered in your browser.
Configure the autonomy control plane — Draw the autonomy line per channel, action, and risk tier. Every decision is deny-by-default and can only narrow what policy already allows — never widen it.
Use Content Studio to draft, edit, preview, and save content — Content Studio is a block-based drafting surface where you compose blocks, edit them, preview the assembled content, and save drafts. A publish-request boundary routes a draft to the Approval Queue when you choose it; drafts are not published or delivered to any external network.
Understand Growth: a planning-only foundation — Growth is a planning-only foundation: provider and evidence readiness, objective drafts, strategy versions with human approval, conversion and instrumentation plan drafts, and an execution-gate check — with an honest empty reach trend that reads Awaiting instrumentation.
Use the Privacy Center: consent, DSAR, retention, subprocessors, RoPA, DPIA, breach, and more — The Privacy Center surfaces consent purposes, consent receipts, consent gate readiness, DSAR requests, data retention, subprocessors, RoPA, DPIA, breach response, consent signals, and abuse-protection readiness — with honest loading, error, and read-only states. Readers can load the center; canManage is owner/admin/privacy coordinator; canApprove is owner/data-protection approver.
How governance and evidence gating work in LumenReach — Understand the governance model: every risky action is deny-by-default, routed through second-human approval, and executed on a durable internal queue with audit — but nothing is ever delivered to an external network.

LumenReach Help Center — Docs, Guides, and Resources

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