Hello, I am an account admin in our LucidCharts environment.
I’m trying to grant access for a few people into a document, but am not able to figure out where to go for document/data management in the administrator portal.
Is anyone able to assist?
Solved
Document management in Lucid Admin
+1Best answer by Leianne C
Hi
Hope this helps. Feel free to let us know if you have any questions!
+24- Lucid Legend Level 10
Hi
As an administrator, it's essential to understand your capabilities and limitations when it comes to managing documents within your organization.
- By default, you don't have automatic access to all documents; instead, they must be explicitly shared with you or stored in Team Folders, which you can then manage.
- However, Enterprise accounts offer enhanced features that provide greater administrative control. With Admin View, you can access any document on your account by appending "/adminView" to the document URL, provided you have the necessary permissions.
Moreover, Document Discovery enables Document Admins and Account Owners to search for and view all documents owned by users within the organization, allowing for easy management of document metadata and ownership transfers.
To learn more:
- For Admins: View any Lucidchart document on your account via Admin View | Community
- Admin Rights to View All Documents | Community
- Welcome to the Lucid admin panel – Lucid
Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards
+1Thanks Astrid, I’m not seeing any of these options for myself, I’ll have to check with the PO of Lucid in my org.
+15Hi
Hope this helps. Feel free to let us know if you have any questions!
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