Lucid Financials
  • GENERAL
    • Overview
    • Lucid Status
  • Change Log
  • Financials
    • Overview
    • Tags
    • Table Functions
    • Adding a new report
    • Financial Reports
    • Report Editing
  • Hiring Plan
    • Overview
    • Hiring Settings
  • Assumptions
    • Overview
  • Models
    • Overview
    • Inputs, Calculations and Outputs
  • Settings
    • Settings Overview
    • Company Menu
    • User Access
    • Company Settings
    • User Settings
  • Integrations
    • Integrations Overview
    • Accounting Systems
    • Bank Integrations
    • Payroll Integrations
    • Data Integrations
    • Importing (Including CSV)
  • Model Templates
    • Untitled
    • Create New Template
    • Industry-Specific Model Templates: Optimizing Financial Planning
    • Templates Library Overview
  • Scenario Planning
  • Graphs
    • Graphs Overview
    • Visualizing Financial Data
    • Graph Types
    • Add a new graph
  • AI Reporting and Planning
    • AI Overview
    • Strategizing Global Workforce Allocation
    • Getting Started with Workforce Planning
    • Streamlining Workforce Reductions
    • Projecting Workforce Expansion
    • Crafting a New Hiring Plan
    • Generating Strategic Hiring Plans
    • Financial Copilot Chat
    • Optimizing Scenario Planning with AI
    • Understanding Financial Models with AI
    • Streamlining Formula Generation
    • Empowering Financial Decision-Making
  • Tutorials
    • Finishing Setting Up: Questionnaire,
Integrations,
Choosing Templates, AI Assistance
    • Financial Terms
    • Onboarding
  • Support
  • Import Excel to Lucid Financials
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On this page
  • User Access Levels
  • Assign Roles
  • Configure Organizational Structures
  1. Settings

User Access

Organization Settings in Lucid Dreams provide administrative controls for managing users, roles, and permissions within your organization.

User Access Levels

  • Define user access levels to control who can view, edit, and manage specific data and features.

Assign Roles

  • Assign roles to users to specify their responsibilities and access within the platform.

Configure Organizational Structures

  • Set up and adjust organizational structures to ensure proper workflow and data management.

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Last updated 6 months ago