The Users panel is where you will be doing the bulk of your administrative work, including managing licenses, adding and removing users, and creating groups of users within your team.
To navigate to your Users panel, click on the "Users" tile in your Team Management page.
When you are in your Users panel, click the "+User" button in the top right to begin adding users to your team.
There are four different ways by which you can add new users to your Lucidpress account. Click on the tabs on the left of your screen to access these options.
Add by Email
The easiest way to add users to your Lucidpress account is by email. Simply type in the user's email address and click the "Add to Team" button on the bottom right of the page.
If you would like to add more personalized information to your user’s account, you can select Add Manually from the tabs on the left. You will then be able to add the user’s first name, last name, and email, assign them to a group, and even set a password for them. After adding this information, click the "Add to Team" button on the bottom right of the page to create the new user.
Add by Domain
If you are integrated with Google you will have the option of adding users to your Lucidpress team by pulling a list of domains from your Google instance.
To add users by domain, select "Add by Domain" from the tabs on the left. A list of all the users in your Google instance who are not currently a part of your Lucidpress account will appear on your screen.
You can see whether a user currently has a Lucidpress account by navigating to the "Lucid User" column. Each user will display one of the three following statuses:
- Yes: The user currently has a personal Lucidpress account and you can invite them into your account.
- Pending: You have previously sent this user an invitation to join your account.
- No: This user does not currently have a Lucidpress account and you can add them directly into your account without an invitation.
To add users from the domain list to your account, select one or multiple and click
If you would like to add a large number of your employees to your Lucidpress account, you can do so quickly with our CSV import feature. To upload using this method, create a spreadsheet in the format below and then save it as a .csv file. To import this file, click “choose file,” select your list, and click the "Add to Team" button on the bottom right of your page.
To download an example document that you can use as a template, click the "Download Example File" link.
Your Lucidpress account has a parent group that encompasses all of the users on the account. Within this parent group, you can create sub-groups to organize your users based on department, region, or other criterion. By creating subgroups, you can facilitate user management and promote easy file sharing between users on your team.
To create a subgroup, click on the pencil to the right of the parent group in your Users panel. A menu will pop up displaying the options “Rename Team” and “Create Group.” Select “Create Group.”
Assigning Team Members to Groups
Once you have created a group, you can easily add team members to it. To do so, navigate to the parent list of team members on your account by clicking on the parent group. Select the checkboxes to the left of the names of the teammates you want to add to the group, and then click “Edit” under the "Teams & Groups" tab on the right of your screen. You can then add the team members to the group by clicking the + button to the right of the group name. The group will show up under “Current Groups,” and you can add multiple groups at one time. Click “Confirm.”
Sharing to Groups
Group members can share documents to any group they are a part of. Any person who is added to a group will have access to all the documents and shapes that have been previously been shared to the group.
Accessing Shared Folders / Documents
Any folders shared with you will appear on the left of your documents page and display the shared folder icon.
You can access any individual files that are shared with you by clicking "Shared with Me" underneath your folders.
Your Lucidpress account can consist of two different types of users:
- Licensed Users: These users can create, edit, and share documents.
- View-only Users (only available for Enterprise accounts): These users can view any documents shared with them, but cannot create, edit, or share any documents themselves. You may have as many view-only users on your account as you’d like for no extra cost.
Note: Many companies will take advantage of this allowance and pull all their employees into Lucidpress, using the platform as a repository of up-to-date processes and charts.
Filtering Types of Users
You can quickly differentiate between the types of users on your account by clicking the "All Users" dropdown on the left of your Users Panel and selecting the view that you would like to see. You can view the following:
- All Users: All users regardless of license type.
- Licensed Users: Only users who have a Lucidpress license.
- View-only Users: Only users who do not have a Lucidpress license.
- Pending Invitations: Individuals invited to your organization’s Lucidpress account who have not yet accepted the invitation to join.
- Requested Lucidpress: View-only users who have requested a Lucidpress license.
You can delete a user by right-clicking on the user’s name and selecting "Delete Users."
A dialogue box will appear displaying the number of documents and the amount of storage used by that user. You will have the option to transfer the files to another person within your organization by typing an email address in the "New Document Owner" field. This field will auto-populate with users currently on your account.
As an admin you can easily reassign licenses to users within your account. To do this, select a user by clicking on their name. Click "Edit" next to "Licenses" on the right hand side of your screen. In the window that pops up, check or uncheck the box next to "Lucidpress" under "Licenses" to add or take away that user’s license. If you remove that user’s license, you will have the option to transfer the user’s files to another person within your organization by typing an email address in the "New Document Owner" field. This field will auto-populate with users currently on your account.