Administrator role definitions

Assign roles to your account to provision how your account is managed

Role Summary

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Account Owner

The Account Owner has full ownership of an account. There can be only one Account Owner on an account and they have access to all functionality and documents, including all of the capabilities of every other type of admin.

The Account Owner on Team and Enterprise accounts can:

  • View billing history
  • Manage account-wide integrations
  • Manage account-wide settings
  • Manage collaboration settings
  • Make changes to Identity management settings
  • Manage users
  • Manage licenses
  • Modify the roles of other admins
  • Change subscription level

The Account Owner on an Enterprise account can also:

  • Create unlicensed (view-only) users*
  • Create and Manage Corporate Templates

*While Account Owners and Team Admins can remove the licenses of other (billing and/or team) admins, they cannot add or remove their own licenses. If you are an Account Owner on an Enterprise level account and would like to become unlicensed, please contact support.

Team Admin

A Team Admin has the ability to make account-wide changes such as to account settings, user management, licenses, and integrations. There can be an unlimited number of Team Admins on an account.

The Team Admin on Team and Enterprise accounts can:

  • View billing history
  • Manage account-wide integrations
  • Manage account-wide settings
  • Manage collaboration settings
  • Make changes to Identity management settings
  • Manage users
  • Manage licenses
  • Modify the roles of other admins
  • Change subscription level

The Team Admin on Team and Enterprise accounts can also:

  • Create unlicensed (view-only) users*
  • Create and Manage Corporate Templates

 

*While Team Admins can assign the Billing Admin role to other users, they cannot assign it to themselves.

Billing Admin

A Billing Admin is a role assigned to those who manage invoices and billing. They have access to view billing details and can also make changes to the subscription. There can be an unlimited number of Billing Admins on an account.

The Billing Admin on Team and Enterprise accounts can:

  • View billing history and modify invoice settings
  • Change subscription level (note that the billing admin must reach out to their account manager, customer success manager, or support@lucidpress.com to request any changes, downgrades, or upgrades.

Approval Admin

An approval Admin has the ability to receive and approve documents from user requests. 

Print Admin

A print Admin has the ability to manage the print portal and update order statuses. They can direct whether an order is approved and can be sent to the printer. (Requires print integration). 

Data Admin

The data admin can manage data integrations in the data automation panel

Group Admin

A Group Admin has the ability to perform user management actions such as changing email addresses and assigning licenses for their group (but cannot make account-wide changes like a Team Admin can). Having a Group Admin role assigned is also useful for managing licenses because a user’s primary group is used to determine which group to subtract their license from. The Group Admin role is only available on Enterprise accounts.

The Group Admin on an Enterprise account can:

  • Manage licenses
  • Delete users and transfer documents
  • Export a CSV of users
  • View users
  • Edit user profiles

Template Admin

A Template Admin manages the templates on your corporate account, maintaining organization and streamlining collaboration. The Template Admin role is only available on Enterprise accounts.

The Template Admin on an Enterprise account can:

  • Create and Manage Corporate Templates