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Idea

Allow Lucid Team to be assigned to user group, enable restrict to view only capability

Related products:LucidchartLucidspark

Catherine Fahidin
Lucid Legend Level 2

My company is using Lucid Team in the project works, and therefore, we have a lot of Lucid Teams created. However, not everyone involved has to have the edit functionality, some could be just viewers or commenters (existing functionality in Lucid objects). However, this restriction is not enabled at Lucid Team level, and it can be enabled only at the folder or document level.

This is causing:

  1. A lot of unnecessary people has edit access, or
  2. they are ‘shared’ with the folders/documents. The issue with this: when they have quite a few documents/folders shared with them, they become overwhelmed and can’t differentiate the document/folder easily, since the document/folder name can be very similar across the various projects. 

We also can not share a Lucid Team with an existing user group. This is causing an issue when we want to share Team for the whole company or specific departments, because we have to add the users one by one (which is horrible when the user list is more than twenty people).

I’m able to overcome this by creating another folder within the Team, but that means:

  1. the folder will show under the ‘Shared with me’ and not the ‘Team’, and it will compete with all of the other documents and folders that are currently shared with them (see the issue above).
  2. Team Space can not be linked under the folder and thus, will need to be shared separately and will show up as a second item under ‘Shared with me’.

 

Thus, the ask is:

  1. Allow Lucid Team to have the View only, or View and Comment authorization
  2. Allow Lucid Team to be shared with existing user groups.

Thank you,

Catherine

Peter Smith
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  • Lucid product team
  • March 26, 2025

Hey Catherine! Thank you for sharing. We are currently researching permission levels within teams as you mentioned, and would love to chat more. 😄

Would you be open to having a call with people on our product team so we can dive into more detail? 


Catherine Fahidin
Lucid Legend Level 2
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Hi ​@Peter Smith , I’ll be delighted to share my use cases with you. Please contact me directly to schedule a call. Thank you.


Catherine Fahidin
Lucid Legend Level 2
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Another request in terms of the authorization, currently when you are in view role, you can NOT create (or copy from a different Team to the new team). And the only one that can do that will need to have the Edit role, but that Edit role will also allow to delete (aka Move to Trash), which is not a desired authorization.

Can we have the view role to have access to ‘paste’ the documents to the Team, and even better: move a whole folder to a different Team?

Currently what we can do is only copying the folder into another Team, and that caused ‘duplication’, and then we need to delete the original folder.