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Admin & Security

Discover how to set up your organization—add company info, manage users and teams, enable 2FA and SSO, access audit logs, and customize reports with your branding.

22 articles
🏢 Managing Company SettingsA guide for admins on configuring organization-wide settings in Lucidya — including general preferences, localization, and platform defaults that apply to all users.
👥 Managing Users & TeamsLearn how to manage users and teams in your organization — including viewing, inviting, editing, and removing users, and organizing them into teams.
✅ Setting Roles & PermissionsAn overview of the roles available across Lucidya products and the permissions each role grants — including advanced permission configurations for fine-grained access control.
2FA: Overview & Verification MethodsAn introduction to Two-Factor Authentication (2FA) in Lucidya — what it is, why it matters, and the available verification methods: Email, SMS, and Authenticator App.
2FA: Overview & Verification Methods (FAQs)Common questions about how 2FA works in Lucidya, which verification methods are supported, and how to choose the right method for your organization.
2FA: Configuring Company-Wide SettingsA guide for admins on enabling and configuring 2FA at the organization level — including enforcement options, grace periods, and how settings apply across all users.
2FA: Configuring Company-Wide Settings (FAQs)Frequently asked questions about company-wide 2FA configuration, enforcement behavior, and how admin settings interact with individual user preferences.
🔐 How to Enable Two-Factor Authentication (2FA) for All UsersAs an administration user, you can use this feature to add an extra security layer for all users in your organization. It requires them to enter a one-time password (OTP)…
🔑 Set Up Two-Factor Authentication (2FA) for the First TimeLearn how to set up two-factor authentication for your account for the first time using one of the provided methods (Email, SMS, or Authenticator App). This adds an additional layer…
2FA: Setting Up & Managing Your VerificationA guide for individual users on setting up 2FA for the first time and managing their verification method — including switching methods and updating contact details.
2FA: Setting Up & Managing Your Verification (FAQs)Common questions about setting up 2FA as an individual user, managing verification methods, and what to do if access is lost.
2FA: Managing Bounced Emails & Locked AccountsA guide for admins on handling 2FA-related issues — including what to do when verification emails bounce and how to unlock accounts that have been locked due to failed attempts.
2FA: Managing Bounced Emails & Locked Accounts (FAQs)Common questions about bounced 2FA emails, account lockouts, and admin actions available to restore user access.
2FA: Troubleshooting, Edge Cases & PermissionsA reference for resolving uncommon 2FA scenarios — including edge cases around user roles, permission conflicts, and situations not covered by standard setup flows.
2FA: Troubleshooting, Edge Cases & Permissions (FAQs)Answers to less common 2FA questions involving permissions, role-specific behavior, and troubleshooting steps for atypical scenarios.
User Activity LogLearn how to use Lucidya's User Activity Log to track and audit user actions across your organization — including logins, edits, deletions, and other key events in real time.
User Activity Log (FAQs)Common questions about the User Activity Log — what actions are tracked, how far back logs go, who can access them, and how to filter and export data.
Activity Log WebhookA guide to setting up the Activity Log Webhook — how to configure it to stream user activity events to an external system for custom monitoring or compliance workflows.
Activity Log Webhook - User Guide (FAQs)Frequently asked questions about configuring the Activity Log Webhook, supported event types, payload structure, and troubleshooting delivery issues.
🔁 View All User Actions with Audit & Activity LogsDiscover how to use Lucidya's powerful Activity History feature to track what's happening in your organization and monitor user actions (create, edit, delete, login) in real-time.
🎨 Customize Your Reports with Your Brand ThemeLearn how to apply your brand identity — logo, primary and secondary colors, and font — to all reports generated in Lucidya for a consistent, on-brand output.
⁉️ FAQsAnswers to the most common questions about the Admin & Security module — covering settings, user management, permissions, and security features.