Add users and assign licenses in Lucid

Add users

When adding users to your Team or Enterprise account, note the following:

• If the user doesn’t already have a Lucid account associated with the email address you use to add them to the account, they will automatically be added to the account.
• If the user already has a Lucid account, we’ll email them an invite to join yours. They need to accept the invite to be added.

Adding users is done from the Users page in the Lucid admin panel. You must be an account owner or account admin to access this page and perform these actions. To access the Users page:

1. Log in to Lucid.
2. Select Admin from the bottom of the left-hand menu.
3. Click Users in the left-hand menu.

See the sections below for step-by-step instructions on adding a single user or adding multiple users in bulk.

Add a single user

To invite a single user by email:

1. Click Add users in the upper-right corner.
2. From the dropdown, select Add a single user.
3. Enter the user’s email address.
4. If you’re on an Enterprise account, select an organizational group you want to add the user to.
5. Select Add user.

Add multiple users

To access the options for adding multiple users, follow these steps:

1. Click Add users in the upper-right corner.
2. From the dropdown, select Add multiple users.

There are a variety of manual methods for adding multiple users. You can:

• Add by email
• Add manually
• CSV upload

In addition to the manual options listed above for adding users from the User management page of the admin panel, you can also:

• Add multiple users at a time by pulling a list of domains from your Google instance with the Google Workspace integration. For more information, see our Integrate Lucid with Google Workspace article.
• Set up SAML and leverage Just-In-Time (JIT) provisioning to automatically create users in Lucid when they sign in for the first time after they are assigned the Lucid app in your IDP. For instructions, check out our Okta SAML or Entra ID SAML article, depending on the IdP you’re using.

Add multiple users by email

After selecting the “Add multiple users” option:

1. Select the Add by email tab at the top of the page.
2. Select what organizational group you want the users to belong to.
3. Under "Enter emails", type the users’ email addresses separated by commas or entered in separate lines.
4. Adjust license allocation settings if needed.
5. Click Add users to selected group.

Manually add multiple users

After selecting the “Add multiple users” option:

1. Select the Add manually tab at the top of the page.
2. Select what organizational group you want the user to belong to.
3. Add a first name and email address for the user.
4. Optionally, you can also add a last name and assign a password.
5. Adjust license allocation settings if needed.
6. Click Add users to selected group.
7. Repeat steps 2-5 for as many users as you’d like to manually add.

Add users by CSV upload

After selecting the “Add multiple users” option:

1. Create a spreadsheet and save it as a .csv file.
2. In Lucid, select the CSV Upload tab at the top of the page.
3. Click Choose File and select the .csv file.
   • If you are on an Enterprise account, you can include additional user fields in your file, such as organization, department, title, division, manager, cost center, and phone number.
4. Click Add users.

Assign licenses

Depending on your subscription level, consider the following:

• Team account: Newly added users are automatically granted a license, since all Team account users require a license. Follow the steps in the add users section above, and they will automatically be licensed.
• Enterprise account: Account-wide license settings determine how newly added users are treated. If automatically granting a license is disabled, the user will be added with limited-access and an admin will need to manually grant them a full license. Learn more in the Lucid admin panel: License settings article.

Licensing Enterprise users can be done from the Users page in the Lucid admin panel. You must be an account owner or account admin to access this page and perform these actions. To access the Users page:

1. Log in to Lucid.
2. Select Admin from the bottom of the left-hand menu.
3. Click Users in the left-hand menu.

To see the steps for each method to add users, read the sections below.

Manually grant licenses

To manually grant a license to a user on an Enterprise account, follow these steps:

1. Navigate to the Users page in the Lucid admin panel.
2. From the Users list, locate the user you want to license.
   • Use the search bar and other menu navigation features to assist in your search.
3. Check the box to the left of the user’s name.
4. Click Edit under the “Licenses” section of the panel that appears on the right.
5. Check the box associated with the license you want to grant.
6. Click Confirm.

Manage license requests

Users have the ability to submit a license request for Lucid, which can then be approved or denied by the account owner and account admins. To manually manage license requests from within Lucid, follow these steps:

1. Navigate to the Users page in the Lucid admin panel.
2. A list of recent pending license requests appears above the Users list.
   • To access all license requests at once, click View all requests under the “Pending requests” dropdown.
3. Click Approve or Deny for a user’s license request.

To ensure users have the information they need to be successful in the product, Lucid will notify the user when their license request is approved or denied. You have the option when denying a license request to provide a message.

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