Limited-access user rollouts are a great way to ensure easy access to the Lucid Suite for everyone at your organization while also helping reduce administrative work.
What is a Limited Access rollout?
A Limited-Access user is a free Lucid user that can have View and Comment access to documents. Since there is no additional cost for this user type, many organizations find it beneficial to grant this role to all members. Typically, this is done by automating the provisioning of these users utilizing SCIM from your IdP.
What are the key benefits:
- No additional cost to add Limited-Access users to your Enterprise account
- Ease of user management; particularly if a dynamic “birthright” group is utilized
- Improved user experience as they go to access Lucid for the first time - if they already have a profile created for them, they don’t have to go through steps to gain initial access
- Better collaboration for existing active users - they can share documents with anyone at the organization more easily
- Low profile - this rollout can be done silently if you don’t desire to cause too much attention from a large user base. Lucid will not send any emails to the new Limited-access users.
How can a Limited Access rollout be performed?
- You can utilize our SCIM provisioning capabilities to automate this process. Reference our SCIM configuration guides here. (Entra ID, Okta, Custom)
- We recommend assigning a dynamic “All User” group in your IdP to facilitate the Limited Access rollout. By using a dynamic group, you are able to provide “birthright” access to users as they onboard and offboard from your organization.
- As detailed in the documentation, Lucid uses Organizational Groups for management and licensing. A user can only be in ONE Organizational Group. Because of this, we “block” the All User group from being created in Lucid and instead only receive the user provisioning. Please refer to the articles for more details
- Alternatively, provisioning can be performed using our APIs or through a one-time static CSV import into Lucid.
