Enterprise guide: Account configuration for account owners

Configure your account

Welcome to your new Lucid Suite Enterprise account! To get started, navigate to the Lucid admin panel and read on to learn how to customize the settings that are vital to the management of your account. Make sure to complete the account configuration steps provided here before adding users.

At this stage, you determine which sign-on methods to enable for your users and what the default authentication method will be when users join the account. You also customize your desired licensing settings and see instructions to prepare your network to ensure Lucid communication is received through your firewall.

To access the admin panel, follow these steps:

1. Log in to your Lucid account.
2. Select Admin from the left-hand menu.
3. On the team setup page that appears, type in a name for your account and click Create Team.
   • You only need to complete this step of creating a team name the first time you access the admin panel. On consecutive visits, you will be automatically directed to the Overview page.

Set sign-on methods

As you set the sign-on methods for your account, make sure to determine the default authentication method users need to use when they log in.

If you have domain control enabled, the default authentication method to verify users' identities must match the default user sign-in method set for the account. We strongly recommend enabling domain control to increase the security standard for your organization, including a requirement to verify a user's identification before they're added to your Lucid Enterprise account.

Adjust licensing settings

From the Licensing settings page of the admin panel, you can:

• Determine whether new users that join the account are automatically granted a license or need manual approval by an admin.
• Determine if license requests from existing users are automatically granted or need manual approval by an admin.
• Indicate if you want additional licenses automatically added to your Enterprise account when you run out.
• Customize the license request dialog.
• Set admin notification preferences.

To see the full steps for automatically adding licenses to your account when you run out, refer to our Auto-upgrade article.

Prepare your network

If you filter traffic through a firewall by domain or IP ranges, refer to our Prepare your network for Lucid users article.

Add and license users

Now that you’ve completed the initial setup of your account, including configuring the licensing settings to match your account needs, you’re ready to start adding users. You can add users and manage licenses either from the Lucid admin panel or through a supported IDP via SCIM. Read the sections below to see the process for each option.

From the Lucid admin panel

From the Lucid admin panel, add users by email address, domain, or CSV import. You can:

• Create a new Lucid account for a new user. A new account will be created for the user and they’ll be automatically added to the Enterprise account
• Add a user with an existing Lucid account. Users with existing accounts receive an email invitation they need to accept in order to be added to the account.

Our Lucid admin panel: User management article includes instructions for each of these options.

Once users are added to the account, you can assign Lucid Suite and Lucidscale licenses to them depending on the level of access they need. Also add limited-access users—these users don’t factor into the license count, but are provided with comment-only access to documents shared with them. To learn more, see our Limited-access users on an Enterprise account article.

Via SCIM

Using SCIM increases your account security, simplifies the user login experience across applications, and expands your options for license management. Refer to our SCIM overview article for a list of the supported SCIM providers and links to their associated documentation for configuration steps.

Manage users

User management is a key function of running your Enterprise account. Read this section for instructions to assign admin roles to certain users on your Lucid account, determine who documents will be transferred to when you delete or delicense users, and create organizational groups to organize users. Follow the instructions for completing these actions from the Lucid admin panel for manual account management, or via SCIM if you are managing your account using an identity provider.

Assign admin roles

Assigning admin roles to other users helps you streamline the management of your account. The roles you can assign to others on your account are:

• Account admin
• Billing admin
• Document admin
• Organizational group admin
• Templates admin

To learn more about the capabilities and limitations of each admin role, refer to the Lucid admin panel: Administrator roles article.

Plan for future ownership changes
If account ownership needs to be transferred to another user, in an instance such as a transition of responsibilities or the account owner leaving the company, ensure ownership is transferred prior to the responsibility shift to avoid disruption in your team's productivity. To see the steps, check out our Change the account owner article.

Create organizational groups to organize users

To assist in the management of your account, you can create organizational groups and subgroups to organize users, manage licenses, and set sharing permissions. Further, you can assign the responsibility to managing a particular group to an organizational group admin. Check out the Lucid admin panel: Group management article for more details.

Set a default document owner

When users are deleted or delicensed, which you will learn how to do in the next section, any documents they own must be transferred to a new owner. You can select a default document owner for your account—this user will have all documents be transferred to unless otherwise specified when an admin deletes or delicenses a single user. Doing so ensures that all documents are transferred to a trusted Lucid user. It also simplifies the transfer process by not requiring the input of an individual to receive the documents each time a user is deleted or delicensed.

Check out the Lucid admin panel: Compliance settings article for instructions to assign or change the default document owner on your account.

Delete or delicense users

As the account owner of the Enterprise account, you have the ability to delete or delicense users. Deleting a user closes their Lucid account permanently, while delicensing them keeps them on the Lucid account as a limited-access user. Limited-access users can view and comment on documents, but cannot make any other changes and do not factor into your license count.

Whether you delete or delicense a user, you need to transfer ownership of their documents to another licensed user when going through the deleting or delicensing process. Refer to the section above for instructions to set up a default document owner.

From the Lucid admin panel
For instructions to delete or delicense users from the Lucid admin panel, refer to our Lucid admin panel: User management article.

Via SCIM
If you use SCIM, refer to our SCIM Overview article to find identity provider specific documentation and instruction.

Add more licenses

You can purchase additional licenses through the admin panel Overview page. To learn more and follow the steps, check out our Add more Lucid licenses article.

Customize the user experience

Congratulations! Your enterprise account is now set up for success. This section walks you through settings you can customize to grant your users access to additional functionality and integrate Lucid with other products and applications already being used.

Set up account-wide integrations

Lucid offers a variety of integrations. Some must be set up by admins via the admin panel prior to use and some can be set up by users directly. Refer to the Lucid Integration Marketplace article instructions on how to access the Integrations Marketplace from the Lucid Home Page. From there, you can see a full list of all the offerings with links to the associated help center articles to learn more.

Manage user feature controls

You can enable or disable features such as offline storage, Collaborative AI, and Developer Controls for your entire account. Instructions can be found in our Lucid admin panel: Security settings article.

Determine editor experience settings

Editor experience settings include the ability to disable chat, image and icon search, and standard templates. This admin panel page is also where you can upload brand fonts you want available to all licensed users on your Enterprise account. Check out the Lucid admin panel: Security settings article for details.

Set team folder access

Manage the team folder settings from the Security page in the admin panel, as explained in the Lucid admin panel: Security settings article. This is where you can opt to restrict Team Folder creation.

Refer to our Create team folders article for more information to decide whether you want to have access available to your users.

Additional account owner capabilities

Now that your account is configured the way that makes the most sense for your organization, you’re ready to move into the day-to-day management of your Lucid account.

In this section, you’ll be introduced to additional account management options that can be leveraged to manage your account successfully, no matter what comes up. This includes features such as searching and managing documents with Document Discovery, managing your subscription, customizing document attributes, accessing usage data, and exploring add-on features like KMS and trainings.

Use Document Discovery
Document Discovery allows you to search, view, and edit sharing permissions for all documents owned by your account. Additionally, you can download a CSV with document metadata, restore deleted documents, transfer document ownership, move documents into team folders, and revoke external sharing permissions for specific documents.

Learn more about Document Discovery in our Lucid admin panel: Compliance settings article.

Manage subscription and billing information
Check out our Plan and billing overview article for a complete list of all subscription resources; including managing your Lucid plan, troubleshooting payment issues, updating billing information, accessing or modifying invoices, and verifying your tax information.

To purchase additional licenses, refer to our Add more Lucid licenses article for instructions.

Customize document attributes and statuses
You can configure attributes and assign custom statuses and classifications for the documents and team folders on your account. Learn more in our Lucid admin panel: Compliance settings article.

Determine legacy of account
To see the steps to Cancel your plan or to completely delete the Enterprise account and Delete your account and personal data from Lucid Software, check out our articles.

To instead transfer account ownership to another user, follow the steps to Change the account owner.

Add-on functionality

• Usage data: For information on where to download the user data CSV and the Read report FAQs PDF, refer to our Welcome to the Lucid admin panel article.
• KMS: To learn about how to use the Lucid Key Management Service to control your own encryption keys for an added layer of security, check out our Lucid admin panel: Security settings article for information and next steps.
• Tailored training: You can purchase on-site training, custom training, tailored webinars, and implementation services to increase the value and return on your Lucid account. To get started, contact your Account Manager, Customer Success Manager, or contact Professional Services.

Resources

Check out these additional resources to increase your expertise and get familiar with managing your new Enterprise account. These resources are available in English only.

Community post
Your first stop: Troubleshooting solutions for admin issues: Check out this post for help with common issues or to ask a question.

Training lab
Lucid Admin Training: Take this course for an interactive explanation of your admin capabilities and to receive a Lucid Builder Badge.

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