In Lucid, account members can organize themselves into teams to build a shared space with centralized resources so team members can see updates and progress, initiate and discuss work, and make decisions faster. Each team has a team hub with a dedicated team space, a team roster, and a collection of all relevant team documents.

Free	Individual	Team	Enterprise	FedRAMP

See the Upgrade your Lucid account article for instructions to upgrade.

Create a team

To create a new team in Lucid, follow these steps:

From the Lucid Home Page, click + New from the top-left corner of the page.
Select Team.
In the panel that appears, type a team name under “Name this team”.
- Each team name you add to your account must be unique. You will see a message pop up in the panel if the name you choose has already been taken.
Under “Add others from your account to collaborate with you”, type the name or email address of any users you want to add to the team.
Click Create team.

After creating the new team, you will be taken to the team hub.

Note: Account owners and admins can see a list of all teams and their team members in the Groups section of the admin panel. We recommend you not include any sensitive or confidential information in the team name.

Access your teams

To access a list of all the teams you belong to, click the My teams icon from the navigation bar on the left-hand side of the Lucid Home Page.

Add a team shortcut to the Lucid Home Page
As a shortcut to access teams you use frequently, you can pin teams to the navigation bar on the left-hand side of the Lucid Home Page. To do this:

Click the My teams icon from the navigation bar on the left-hand side of the Lucid Home Page.
Hover your cursor over the team you want to pin to the sidebar.
Click the pin icon to “Add to sidebar”.
- Follow the same steps above to unpin a team from the sidebar.

You can access your team by clicking the pinned icon on the left-hand side of the Lucid Home Page.

Manage your team

Once your team has been created, you have various management options accessible from the “My teams” page. Read the sections below to see the steps.

Edit team settings

To edit team settings such as team name and team color, follow these steps:

From the “My teams” page, hover your cursor over a team.
Click the three-dot menu from the right-hand side of the team.
Select Edit team settings.

A team settings panel will open where you can adjust the team name, team acronym or emoji, and team color.

Leave a team

To leave a team you are a member of, follow these steps:

From the “My teams” page, hover your cursor over a team.
Click the three-dot menu from the right-hand side of the team.
Select Leave team.
Click Leave team to acknowledge that you are losing access to the team space and documents.

Archive a team

To archive an team, follow these steps:

From the “My teams” page, hover your cursor over a team.
Click the three-dot menu from the right-hand side of the team.
Select Archive team.
Click Archive.

Once a team is archived, team members lose access to the team space and documents. Additionally, access to documents that were previously shared with the team is revoked.

Restore an archived team
You can restore archived teams by following these steps:

From the “My teams” page, click Archived teams from the top-right.
Hover your cursor over a team.
Click Restore.

Customize your team hub

When you click into a team, you will see your team hub. From this page, you can access your team space, add team members, and open team documents.

Add or remove team members

To add members to your team, follow these steps:

From the team hub, click Invite team members from the top-right corner of the page.
In the textbox that appears, enter the name or email address of the user you want to add to the team.
Click Add.

Note: Before a team member can be added, they must first be a user on your Lucid account. If you invite a user who is not licensed on your Lucid account, they will be prompted to request a license. To collaborate with external users, share documents and folders with them directly.

To remove members from your team, follow these steps:

From the team hub, click Invite team members from the top-right corner of the page.
Click the X to the right of the user you want to remove from the team.
Click Done.

Add a team space

Within the team hub, you can pin a team space that serves as your home base for coordination—organize content and resources, assign tasks, monitor progress, and more.

To add a team space for the first time:

From the team hub, click Get started under “Team space”.
Click Create and Share.
- A new Lucidspark board will open providing various templates based on the use case you choose after creating the team space.
Type a descriptive name into the title in the top-left corner.

This specific Lucidspark board will now be accessible to view or edit under “Team space” in your team hub.

You can also turn an existing team document into a team space by right-clicking the document from the team hub and selecting Make primary team space.

Learn more: For more information about how to Coordinate, collaborate, and align in a team space, check out our article.

Add or access team documents

Team hubs make it easy to keep your documents organized and easily accessible in one place. At the bottom of your team hub, you’ll find a list of all team documents and documents that have been shared with the team.

Add a new document to a team hub
To add a new document that is automatically accessible by the entire team, follow these steps:

Open the team hub.
Click + New.
Hover your cursor over “Lucidchart”, “Lucidspark”, or “Lucidscale”.
Select an option from the menu that appears such as Blank Document, Create from Template, or Import.
Click Create and Share to grant edit and sharing permissions to everyone on the team.

You can find the new document in the team hub under “Recent documents”.

Move a document you own into a team hub
To move an existing document from “My documents” into a team hub, follow these steps:

From the Lucid Home Page, select Documents from the navigation menu on the left-hand side.
Hover your cursor over the document you want to move.
Open the three-dot menu.
Select Move to.
Click Teams.
Select the team you want to move the document into.
Click Move.

The document can be located in the team hub under “Team documents” and will be accessible by all team members.

Note: Only an admin can move folders into a team hub. If you are not an admin and you need to move a folder into a team hub, share the folder with the account admin and ask them to move it into the team hub.

Access documents shared with the team
When sharing documents, you have the option to share with an entire team, rather than typing each individual collaborator. To access documents that have been shared with your team, click Shared with team from the navigation menu on the left-hand side of the team hub.

Learn more: For more information about sharing documents with a team, check out our Share with collaborators in Lucid article.

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