A larger account requires more sophisticated organization. Read this article to learn how to create and manage organizational groups for streamlined group management.

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Start by determining your group management experience

Lucid has released a new group management experience. While we transition accounts over to the new experience, some accounts may remain on the original experience. Before reading this article, determine which group management experience your account uses. To do so:

From your Lucid account, select Admin from the menu to the left.
Select Groups from the left-hand navigation menu.
- If you see “New feature coming soon!”, check out our Lucid admin panel: Groups article for instructions on how to use the original experience.
- If you see the page shown below, continue reading this article to learn about the new group management experience.

Note: If your Enterprise account is still on the original experience and you are interested in opting into the new experience, check out this community post for more details.

Group basics

Lucid offers many options to make the management of groups in your organization easier. Here are all the things you need to know before getting started.

Features for the management of your organization:

Organizational groups are groups created by the account owner or an account admin to manage an account’s settings in a more granular way. A user can only belong to one organizational group.
- The Default organizational group is where all users will be grouped by default. License and security settings that are set for the account as a whole will apply to all users in this group.
- A Parent organizational group is an organizational group that contains other organizational groups.
Teams are groups that allow users to collaborate more efficiently through the use of a team hub which includes a team space, a team roster, and team documents. Users can belong to multiple teams.
Groups (sharing) are groups that allow users to share documents with a particular group rather than adding each individual collaborator. Users can belong to multiple groups for sharing documents.
- If you created groups using the previous group management experience, they will appear here.

Organizational groups

Organizational groups are groups created by the account owner or an account admin to manage an account’s settings in a more granular way.

Access organizational groups

To access organizational groups, follow these steps:

Select Admin.
Click the Groups dropdown in the left-hand menu.
Select Organizational groups.

Create an organizational group

To create a new organizational group:

Navigate to the organizational group page in the Lucid admin panel.
Select + New organizational group in the upper-right corner.
In the “Basics” window that appears, set the group name, description, and parent organizational group.
- Your organizational group name may be visible to anyone on your Enterprise account when sharing with collaborators. We recommend you not include any sensitive or confidential information in the group name.
Click Next.
Type the name of the user(s) you want to assign as the organizational group admin.
- If you opt to skip assigning an organizational group admin, the account owner and account admin will be the only ones with permission to manage the group.
Click Next.
Type the names of the users on your account you want to add to the organizational group.
- You can skip this step and add users in individually or in bulk from the Users page after the organizational group is created.
Click Next.
Review the details and click Create group.

Add users to an organizational group

Learn more: After an organizational group has been created, admins can add or remove users from the group via the "Users" page of the admin panel. For steps on how to do this, check out our Lucid admin panel: User management article.

Manage license limits for organizational groups

Each organizational group can have a license limit, which sets a maximum number of licenses that can be assigned to users within that group. To access the license limits page, follow these steps:

Navigate to the organizational group page in the Lucid admin panel.
Click Manage license limits in the upper-right corner.

From the license limit page that opens, you can add, edit, and delete license limits according to your account needs.

license-limits-page-in-admin-panel-for-organizational-groups.png

Tip: Unless a specific license limit is set for a subgroup, it will automatically contribute to the limit of the parent organizational group. For more details on organizational group structure, refer to the Group basics section above.

Edit an organizational group

Navigate to the organizational group page in the Lucid admin panel.
Click the three-dot icon to the left of the organizational group you want to edit.
Select Edit group basics.
Make changes to the group name or description.
Click Confirm.

Tip: Check out the Lucid admin panel: User management article for steps on how to add or remove users from an organizational group.

Delete an organizational group

Navigate to the organizational group page in the Lucid admin panel.
Click the three-dot icon to the left of the organizational group you want to edit.
Select Delete organizational group.

Note: You cannot delete an organizational group until after you've moved its users to another group.

Delegate user management to an organizational group admin

Assign one or more organizational group admins to grant users on your account permission to manage an organizational group and its members including license requests—however, the organizational group admin cannot make account-wide changes like an account admin can.

An organizational 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
Move users out of their group to the default group
- Organizational group admins can also move users from one group to another group if they are the admin over both groups.
Edit user details such as name and email address
Export a user list as a .csv file

Tip: Use Lucid’s organizational groups to differentiate license settings and sharing settings for different groups within your organization.

Assign the organizational group admin role

Navigate to the organizational group page in the Lucid admin panel.
Select an organizational group.
Click the three-dot icon to the left of the organizational group you want to edit.
Select Edit group admin.
Add or remove users to be designated as the organizational group admin(s).
Click Confirm.

Learn more: For more information about organizational group admins, check out the Lucid admin panel: Administrator roles article.

Teams

Lucid’s team hub experience allows account members to organize themselves into teams for more efficient collaboration. Account owners and admins can see a list of all teams and their team members in the admin panel.

Note: Account owners can restrict who has the ability to view and create teams. For more information check out our Lucid admin panel: Security settings article.

Access team settings in the admin panel

To navigate to the Teams page in the Lucid admin panel:

Select Admin.
Click the Groups dropdown in the left-hand menu.
Select Teams.

Create a team

To create a new group to share documents:

Navigate to the Teams page in the Lucid admin panel.
Click Add team in the top-right corner of the list of “Teams”.
- Click the dropdown arrow to the right of “Add team” to Create multiple teams with a CSV.
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 is already in use on your account.
- We recommend you not include any sensitive or confidential information in the team name.
Determine the team type.
Click Create team.

Add users to a team

Navigate to the Teams page in the Lucid admin panel.

Select a team from the list on the left-hand side.
Click Add users to a team from the upper-right corner.
Enter the email address for the existing Lucid user or users on your account that you want to add to the group.
Click Done.

Remove users from a team

Navigate to the Teams page in the Lucid admin panel.

Select a team from the list on the left-hand side.
Locate the user you want to remove and select the stacked three-dot icon to the far-right side of their name.
Select Remove from team.
Click Remove user.

Archive a team

Navigate to the Teams page in the Lucid admin panel.

Select a team from the list on the left-hand side.
Click More options from the top-right corner of the page.
Select Team settings.
Click Archive this team at the bottom of the panel that appears.

Once a team is archived, team members lose access to the team space and documents, but remain users on your Lucid account. If team documents were shared with users outside of the team, the documents may still be accessible to those users via URL.

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

Click Archived from above the list of “Teams” on the left-hand side of the page.
Select a team from the list.
Click Restore from the top-right corner of the page.
Select Restore team.

Give feedback on this article

Have feedback about this article? Tell us about your experience here.

Start by determining your group management experience

Group basics

Organizational groups

Access organizational groups

Create an organizational group

Add users to an organizational group

Manage license limits for organizational groups

Edit an organizational group

Delete an organizational group

Delegate user management to an organizational group admin

Teams

Access team settings in the admin panel

Create a team

Add users to a team

Remove users from a team

Archive a team

Groups (sharing)

Access Groups (sharing)

Create a group for sharing documents

Add users to a group for sharing documents

Remove users from a group for sharing documents

Delete a Group (sharing)

Give feedback on this article

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