With Lucid Team and Enterprise accounts, you can collaborate easily with your colleagues and customize your security settings to best fit the needs of your company. Read this article to learn more about managing a team with the Lucid Admin Panel.

Access the Admin Panel

To get to the Admin Panel, follow these steps:

Log in to your account.
Select Admin.

Overview

Get a high-level view of your team in Lucid from the Overview page. You can:

See the number of remaining licenses and Purchase more licenses
- To see the steps to add more licenses, read our article
View Total user count and Add more users
View Total licensed user count and License a user
See the number of pending requests and Manage requests
Review the date of your next charge

Users

Select Users in the left-hand menu to add, delete, or remove users, manage groups, and edit users’ roles.

To learn more, check out The Admin Panel: User Management.

Identity Management

Select Identity management in the left-hand menu to set user sign in preferences, set password requirements, enable Offline Mode — and for Enterprise accounts, set domain restriction preferences.

To learn more, check out The Admin Panel: Identity Management.

App Integration

We have many app integrations available to improve and facilitate productive collaboration. Select App integration in the left-hand menu to set up an integration.

To see what’s available and learn more about how to use an integration, check out our Lucid Integrations Marketplace article.

Collaboration

Select Collaboration in the left-hand menu to set account-wide sharing restrictions for documents and folders, and set preferences for team folder creation and team asset usage.

To learn more, check out The Admin Panel: Collaboration Settings article.

License Settings

Select License settings in the left-hand menu to set preferences for when a user joins or requests to join, and even add a message you would like to include. This page is also where you can set notification preferences of license requests.

To learn more, check out The Admin Panel: License Settings article.

Billing

Select Billing in the left-hand menu to be redirected to the Plans & Billing page in your Account Settings. For more details, check out our Plan and Billing Overview article.

Note: You will only have access to the Plans & Billing page if you are the Account Owner or a Billing Admin. Check out The Admin Panel: Administrator Roles for more information.

Key Management Service (KMS)

For Enterprise accounts with this paid add-on feature, select KMS in the left-hand menu to activate and manage encryption keys. To learn more, check out our Security Features for Enterprise Admins article.

Document Management

For Enterprise accounts, select Document management in the left-hand menu to define custom attributes for documents and Team Folders for better organization and management. If you are the Account Owner of a Team account and are interested in File Management, please contact our sales team to upgrade.

To learn more, check out our The Admin Panel: Document Management article.