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When you delete or delicense (Enterprise-Only) a user, Lucid prompts you to transfer the documents of this user to another account to ensure all company data and information are stored within one account. 

 

If you are looking to centrally manage these documents, you can create a repository account that will not require a Lucid license and use it as a Default Document Owner. Repository accounts can have a generic email address such as support@companydomain.com or luciddocuments@companydomain.com. This way, you ensure that the documents are tied to a generic account and not to the Account Owner or any other user who might leave the company at some point in the future.

 

To do that, please follow the steps below:

  1. Navigate to the Lucid Admin Panel and click on the Users tab
  2. Click on “Add User” and add the email address of the repository account
  3. Refresh your Lucid page
  4. Navigate back to the Admin Panel and click on “Compliance Settings” and click “Retention.”
  5. Under “Deleted/delicensed users' documents”, type or look for the user you just added in the steps above
  6. Changes will auto-save

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Next time you need to find a document of a deleted or delicensed user, make sure to log in to Lucid using the repository account. You will find a folder named " from user email address” with all their previous files.


Here's a great Admin Training to learn more about effectively managing your Lucid Enterprise account and empowering your teams with the right tools, access, and integrations to maximize collaboration and efficiency.

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