Types of Admins

Admin Role Capabilities

Assigning Admin Roles

User Management

Account Settings

Billing

There are six admin roles associated with Lucid Team and Enterprise accounts: Account Owner, Team Admin, Billing Admin, Group Admin, Template Admin, and Document Admin. Group Admin, Template Admin, and Document Admin roles are available to Enterprise accounts only.

An account can have only one Account Owner, who has full control of the account. There is no limit to the amount of other admin roles that can be assigned. See the charts below for a breakdown of the capabilities involved with each role.

Team Admins can make account-wide changes such as to account settings, user management, licenses, and integrations.
Billing Admins manage invoices and billing details and can increase the license count.
Group Admins* manage user settings and licenses for their assigned Group.
Template Admins* manage your corporate templates.
Document Admins* can use document discovery to search and view all documents owned by their team’s account.

*Group Admins, Template Admins, and Document Admins are roles available to Enterprise accounts only.

User Management	Account Owner	Team Admin	Billing Admin	Group Admin*	Template Admin	Document Admin**
Access User List
Add Individual Users
Add Users in Bulk
Delete Users
Delicense a user (Enterprise only)
Remove a user (Team only)
Modify Admin Roles
Change Account Owner

*A Group Admin can access and manage the users assigned to their group only.

**In order to assign the Document Admin role, a user must be one of the following: the Account Owner OR both a Team Admin and Document Admin. The Document Admin role is not required to assign any other admin roles.

Account Settings	Account Owner	Team Admin	Billing Admin	Group Admin	Template Admin	Document Admin
Account-wide Integrations
Account-wide Settings
Collaboration Settings
Identity Management Settings
Document Management Settings
Create Corporate Templates
Delete Account

Billing

Account Owner

Team Admin

Billing Admin

Group Admin

Template Admin

Document Admin

Change Subscription Level

View Billing History and Invoices

Modify Billing Information

Renew Plan

Cancel Plan

Select Admin.
Click Users in the left-hand menu.
Select a user, or multiple users, by checking the box(es) on the far left-hand side of the user’s row.
Click Actions.
- Alternatively, you can click the three-dot actions menu on the far right-hand side of a user’s row.
Select Edit Roles.
Check the box(es) correlating to the desired admin role(s).
Click Confirm.

Note: These steps apply to assigning the admin roles of Team Admin, Billing Admin, Template Admin, and Document Admin. For detailed steps on setting up Group Admins, please check out our Groups Management article.