A larger team requires more sophisticated organization. Divide team members into Groups for easier license management and document sharing. Read on to learn more.

Some group management features are only available to Enterprise accounts. Refer to Lucidchart Plans or Lucidspark Plans to see the full scope of features available at the Enterprise level and to upgrade your account.

Access team and group management

To access group management, follow these steps:

Select Admin.
Click Users in the left-hand menu.
View “Team & Groups” in the menu to the left.

Get started with Groups

Before organizing your team members into Groups, there are a few important things to know.

You can only have one Team but you can create an unlimited amount of Groups and Subgroups.
Every team member belongs to a single Primary Group.
A team member can be added to an unlimited number of Groups.
- General Group membership is used to automatically grant access to Team Folders and documents.
The Account Owner and Team Admin(s) can create and add users to the account. The Account Owner, Team Admin(s), and Group Admin (Enterprise only) can add existing users on the account to a group and manage users within a group.

Note: The example below represents the experience for a Team account. If you are on an Enterprise account, you will see “Lucid Suite” as a license type instead of “Lucidchart” and “Lucidspark”, because you have both products under one license.

Set or change primary group

A user’s primary group is set as the Team account by default (in our example, Dunder Mifflin) but can be changed by the Account Owner or Team Admin(s) by following these steps:

Select a user, or multiple users, by checking the box(es) on the far left-hand side of the user’s row.
Select (Edit) next to “Teams & Groups” in the menu to the right.
Under “Selected Groups”, click Change Primary Group.
Select the Group you want to set as Primary.
Click Confirm.

group

General group membership

A team member can be added to an unlimited number of Groups. To automatically grant access to all documents included within a Team Folder, add the team member to that Group.

Continuing with our example, in addition to Jim’s Primary Group being Sales, he’s also been added to the Customer Support Group so he can have access to the documents shared with that Group.

Create and manage Groups

Follow the steps in the sections below to manage Groups.

Create a new Group or Subgroup

The Account Owner and Team Admin(s) can add a group or subgroup by following these steps:

Select Admin.
Click Users in the left-hand menu.
Under “Team & Groups” select the pencil icon next to the parent Team or Group.
Click Create Group or Create Subgroup.

Delete a Group or Subgroup

The Account Owner and Team Admin(s) can delete a group by following these steps:

Select Admin.
Click Users in the left-hand menu.
Hover your cursor over the Group or Subgroup and select the pencil icon.
Click Delete Group.

When deleting a Subgroup, selecting Delete Group will not remove the parent Group it belongs to.

Add a user to a Group

The Account Owner and Team Admin(s) can add a user to a group by following these steps:

From the User List, find and select the team member.
Select (Edit) next to “Teams & Groups” in the menu to the right.
Under Available Groups, hover your cursor over the Group you want to add the user to and click the Plus icon.
Select Confirm.

Group

The Group Admin(s) can add a user to a group by following these steps:

Click Add a user to [group name].
Type in the email address of the user on the account that they wish to add to their group.
Click Invite to [group name].

For example, in the screenshot below the Group Admin would click Add to Sales since this name of this example group is "Sales".

Remove a user from a Group

The Account Owner and Team Admin(s) can remove a user from a group by following these steps:

From the User List or Group, find and select the team member.
Select (Edit) next to “Teams & Groups” in the menu to the right.
Under “Selected Groups”, click the X icon next to the Group you want to remove.
Select Confirm.

Delegating user management to a Group Admin (Enterprise only)

A Group Admin can take over user management actions such as changing email addresses and assigning licenses for their group; however, the Group Admin cannot make account-wide changes like a Team Admin can.

A Group Admin can manage the following for the users assigned to their Group:

View a list of users
Manage licenses
Add existing users on the account to their group
Delete users from the Enterprise account
Transfer documents when delicensing or deleting a user
Edit user details such as name and email address
Export User list as a .csv file

Assign the Group Admin role

Select Admin.
Click Users in the left-hand menu.
Under “Team & Groups” select the pencil icon next to the parent Group.
Click Manage Group Admins.
Under “Available Users”, hover your cursor over the Admin you’d like to assign the Group Admin role and click the Plus icon.
Select Confirm.
- To remove the Group Admin role, follow the same steps above except at step 5 hover over the admin under “Current Group Admins”, clickthe X icon and confirm your changes.

A Group Admin is typically most helpful for accounts that manage their user list manually. SCIM, Google provisioning, or other automated provisioning tools are great compliments to Group Admin as long as some piece is done manually — most often, this is license management.

Because Group Admins cannot create users (only the Account Owner and Team Admins can do this) we recommend provisioning users with limited-access permission to the correct groups. When Group Admins have visibility into all of the team members in their Group, they can respond quickly when a limited-access user requests a license instead of waiting on IT to provision the user.

There are several methods the Account Owner and Team Admins can use to add or provision users to a group:

Designate groups during SCIM provisioning
Add groups to a .csv file for bulk CSV upload
Set each user’s group(s) manually

The Account Owner and other admins can disable notifications for license requests for users with a Group Admin. To set licensing notifications, follow these steps:

Select Admin.
Click License settings in the left-hand menu.
From the dropdown, select Notifications.
Under “For users with a Group Administrator”, set notification preferences.
Click Save changes.

Learn more: For more information about Group Admins, check out the Lucid admin panel: Administrator roles article.

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