A meeting with just one person is like one-hand clapping; not effective. That’s why you’ll find lots of ways to add people in Lucid Meetings.

When you’re ready to include your team, you have several options. You can:

  1. Invite a batch of people to a meeting or room

    Paste in a set of email addresses all at once, with or without names. Lucid will attempt to find a profile picture and correct time zone for each person based on their social media profiles where possible. Otherwise, everyone will get a generic picture and identical permissions.

    Screenshot: Adding many people at once using email addresses

    This is the fastest way to add a lot of people, but doesn’t give you as much control over each person’s initial profile.

  2. Add each person to your organization individually

    Click the “Add a person” button at the top of your Organization’s “People” tab to set up each person’s detailed profile, basic preferences, and permissions one at a time.

    Screenshot: Adding a person to the organization

    This option gives you the most control, but takes longer.

  3. Import people from other systems
    Some integrations, such as the Basecamp integration, help you add people who already have accounts in your existing systems. Those with a bit of technical know-how can also use the REST API to import people from other systems.
    Screenshot: Adding people from Basecamp
  4. Bulk upload people to a meeting room
    Add multiple people at once from an Exel or CSV file. Learn more.

Fast & Accurate: Recommended way to invite your team

Many Lucid customers set up a room where they hold staff meetings that include all team members. We recommend you do the same, then invite everyone in your team to join this room. After you’ve added the team there, tweak each person’s profile as needed.

Steps

  1. Create an All Hands or Staff meeting room.
    You’ll invite your whole team as members of this room.
    Screenshot: the form for adding a new room
    Click “Add Room” on the Rooms tab of your Organization, then “Save”. You'll then see your new meeting room.
  2. Add your team to the Staff room
    Click the “Add more people” button, then scroll down to see the “Team member email addresses” box. Paste in the names and email addresses of your team, then click Add People. This will create user accounts for everyone instantly; Fast!
    Screenshot: the People tab of a room
    At this point, you can choose to send people email invitations to log in to your account. If you prefer to set up more details first, select “No, I’ll send an invitation later.”
  3. Update team member profiles with more details
    You’ll now have a full roster of everyone on your team in your meeting room and the organization. Go to the People tab for your organization and select “Edit profile” for someone you’d like to update.
    Screenshot: Select "Edit profile" from the dropdown next to a person's name
    Here you can adjust that person’s picture, time zone preference, contact details, and permissions. Accurate!