How to Manage Users and Teams in Lucidya

User and team management in Lucidya is handled through the Settings menu. This article covers how to access and manage users and teams, and explains the permissions available across general platform features and Social Listening.

Before You Start

You must have Manager permission for the General Settings module to access and manage users and teams.

Step 1. Access the Users Page

1. Log in to your Lucidya account.
2. Click the Settings icon at the bottom of the left sidebar.
3. Click Users under the General section on the Settings page.

Step 2. Manage Users

From the Users page you can take the following actions on any user account.

1. View: see the user's details and information.
2. Edit: modify the user's settings and permissions.
3. User Activity Log: track the user's actions and history across the platform.
4. Deactivate: temporarily disable the user's access without removing their account or data. They can be reactivated later.
5. Re-Invite: send a new invitation to a user who has not yet accepted their original invite.
6. Delete: permanently remove the user from the system. This action cannot be undone.

Step 3. Access the Teams Page

1. Log in to your Lucidya account.
2. Click the Settings icon at the bottom of the left sidebar.
3. Click Teams under the General section on the Settings page.

Step 4. Manage Teams

From the Teams page you can take the following actions.

1. View: see team details, the team activity log, and the member list.
2. Edit: modify the team name, working days, team members, and team settings. To add or remove members, click Edit on the team and update the members list.
3. Delete: permanently remove the team from the system. Team members themselves are not deleted and remain in the system as individual users.

Step 5. Understand User Permissions

Permissions are divided into two categories.

General Permissions cover platform-wide access:

1. Users Management: managing, deleting, and modifying user permissions.
2. Integration with Service Providers: requesting and activating integrations and tracking requests.
3. Company Connections: linking the company's X, Facebook, and Instagram accounts to Lucidya.
4. Company Settings: editing the company name and colors.
5. Service Management: creating, deleting, and modifying reports, alerts, and dashboards.

Social Listening Permissions cover access to Social Listening features:

1. Monitor Management: creating, editing, and deleting monitors.
2. Exporting Data: exporting reports in PowerPoint and Excel formats from monitors.
3. Historical Data: requesting historical data and tracking those requests.

For further assistance, contact Lucidya Support.