There are six admin roles associated with Lucid Team and Enterprise accounts: Account owner, account admin, billing admin, organizational group admin, template admin, and document admin. Organizational 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.

Types of admins

The account owner has full control of the account.
Account 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.
Organizational group admins* manage user settings and licenses for their assigned Group.
Template admins* manage your corporate templates.
Document admins* can use document discovery to view, move, and change ownership of all documents owned by their team’s account.

*Organizational group admin, template admin, and document admin are roles available to Enterprise accounts only.

Admin role capabilities

User management

User management	Account owner	Account admin	Billing admin	Organizational group admin*	Template admin	Document admin**
Access user list
Add individual users
Add Users in Bulk
Assign users to a Group
Assign license to user on account (Enterprise only)
Delicense a user (Enterprise only)
Delete users
Remove a user (Team account only)
Modify admin roles
Change account owner

*An organizational 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 an account admin and document admin. The document admin role is not required to assign any other admin roles.

Account settings

Account settings	Account owner	Account admin	Billing admin	Organizational group admin	Template admin	Document admin
Account-wide integrations
Account-wide settings
License settings
Security settings
Compliance settings
Create corporate templates
Delete account

Billing

Billing	Account owner	Account admin	Billing admin	Organizational group admin	Template admin	Document admin
Change subscription level
View billing history and invoices
Modify billing information
Renew plan
Cancel plan
Add licenses

Enterprise Shield

The table below only includes three of the admin roles—account owner, account admin, and document admin—as these are the roles with access to Enterprise Shield specific features.

For a thorough overview of the Enterprise Shield add-on, refer to our article. To purchase, contact sales.

Enterprise Shield features	Account owner	Account admin	Document admin
Content inspection
Classification controls
Document management API
Organizational group level sharing
Idle session time-out
IP allowlist
Lucid KMS
Document retention
Audit log API
Legal hold API
Manage documents with Discovery

Assign admin roles

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 account admin, billing admin, template admin, and document admin. For detailed steps on setting up organizational group admin, check out the Lucid admin panel: Group management article.

Assign the Developer role

The developer role allows users on Enterprise accounts to create, test, and distribute apps built on Lucid’s REST and extension APIs.

To learn more about the developer role and see the steps to assign it to users, read the Developer tools in Lucid article.

Change account owner

Only the current account owner has the ability to change the role to another user on the account. To see the steps, check out our Change the account owner article.

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