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.
- Shield admins* manage security and compliance features for the account. Details on this role can be found in the Enterprise Shield section.
*Organizational group admin, template admin, and document admin are roles available to Enterprise accounts only. The Shield admin role requires purchase of Enterprise Shield.
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) |
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|
Modify admin roles |
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| 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 four of the admin roles—account owner, account admin, document admin, and Shield admin—as these are the roles with access to Enterprise Shield specific features. The Shield admin role requires purchase of Enterprise Shield.
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 | Shield admin |
| Content inspection |
|
|||
| Classification controls | ||||
| Document management API | ||||
| Organizational group level sharing | ||||
| Idle session time-out | ||||
| IP allowlist | ||||
| Lucid KMS | ||||
| Document retention | ||||
| Audit logs | ||||
| 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.
-
Alternatively, you can click
- 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, document admin, and Shield 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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