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.

Feature Find

On the top-right corner of your Lucid admin panel, there is a header containing icons that link you to tools and additional resources.

Use Feature Find to search for settings and features within the admin panel. You can also click at the bottom of the results to search the Help center for additional information.

Learn more: For additional details on the other icons pictured above, refer to The Lucid Home Page article.

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 user roles.

To learn more, check out the Lucid admin panel: User management article.

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.

Security

Select Security in the left-hand menu to manage all security settings for your account—including domain control, account-wide sharing restrictions, account authentication, activating and managing encryption keys via KMS, and user feature controls.

To learn more, see the Lucid admin panel: Security 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 Lucid 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 Lucid admin panel: Administrator roles for more information.

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 Lucid admin panel: Documents and folders article.

Usage data

For Enterprise admins, select Usage data in the left-hand menu to access usage data reporting for your account. In the top-right corner of the Usage data page you can download the user data CSV and the Read report FAQs PDF. If you have any questions, contact support.

Note: If you have several Lucid products, you will need to select the tab for the relevant product before you will see the document download options in the top-right corner that are mentioned above.

If you are the Account Owner on a Team account and are interested in usage data reporting, contact our sales team to upgrade.

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