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Admin Questions

Find answers to your Lucid admin questions, including: licensing, account-wide settings, and integration set-up.

  • 513 Topics
  • 1,187 Replies
514 Topics
W
wanderson
asked in Admin Questions
Cannot export any documents as png, jpg, etc.

I can no longer Export any of my new or previously created documents. I was always able to do it in the past. Now they just say ‘it is taking too long’.

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Humas1985
Lucid Legend Level 9
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Amanda.Pierce.HS1
asked in Admin Questions
Bar Chart for Progress Tracking

I am using the “Action Plan with Smart Containers Example” template to create project plans for my various projects. However, when I add cards to my action plan section, it is not updating the bar or pie chart in the summary. What am I missing? Ideally I want to do a tab for each project and then eventually create a tab with “All Projects” to show where I’m at overall, not just based on projects. We do not have JIRA or AzDO to leverage so I’m using this in place of tracking work and bandwidth.

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Leianne C
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leroyjenkings
asked in Admin Questions
Lucidchart diagrams add-in

Good day, We have a requirement to enable the MS365 Powerpoint add-in to all our licensed users, our current tenant configuration does not allowed our users to install add-ins from the office store. We basically managed every integration from the admin portal.We already have the Lucidchart diagrams add -in deployed When we look at configuration this seem to be deployed to the entire organisation with no options to change has this seem to be the default configuration When looking at the configuration, we do have the option to deploy more apps such as the one for powerpoint Can anyone confirm if this would also install this for the entire organisation or give us the option to scope it to a subset of users or a specific groups? We obviously don’t want to install this for non licensed users. Also, are we able to hand pick the app (Ex:Powerpoint) or you actually have to accept permissions for all 3 applications (PPT, Teams and Excel) in order to save the configuration changes?Thanks

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L
S
Simon Red
asked in Admin Questions
How to check amount of storage used on an Enterprise account

​​​​​​Hi All,Enterprise Account showing 0% for 66 users. How can I confirm hope much Storage for Lucidchart/ Lucidspark we are consuming? Can anybody point me in the right direction, please?We are running an Enterprise licence with 66 out of 80 licensed users. Of those colleagues I’ve contacted none of us are able to see how much storage we have collectively consumed, under our Account settings.We’ve been using Lucidchart for years and have a large collection of diagrams.We are using the default US region.We do not store to any of the Integrations, I believeWe’ve tried to view the Storage amount via a variety of browsers.Thanks in advance! Simon

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Leianne C
Y
yatach
asked in Admin Questions
Change email settings to stop receiving document access requests

Hello,One of my colleagues created a diagram using LucidChart and shared a link with an external stakeholder who doesn’t have a Lucid license. The file is stored on a Lucid’s team site, and a couple of us are account admins. We both got an email from the external user requesting access to view the document. Is there a way to have this request sent only to the individual who created and worked  on the diagram instead of including account admins as well?Thank you,

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Shanna H
Shanna HLucid support team
published in Admin Questions
License limits to replace allotments for organizational groupsAdmin Resource

Historically, Lucid offered allotments to manage license numbers for user groups on Enterprise accounts.  With the migration to the organizational group experience, Lucid replaced the allotment functionality with license limits. These features function much the same way, but we will get into the specifics in this post.  Note: If you are considering the switch to organizational groups, or already have, refer to the Lucid admin panel: Group management help center article for instructions to manage license limits. Below is a side-by-side image of the previous view of allotments and new view of license limits in the Lucid admin panel:  The license caps remain the same across these experiences, though they look a little different. The short version is that with allotments, limits are hierarchical and divided among subgroups. With license limits, each license limit is independent.  Let’s get into a brief example from the screenshots above. In the previous allotment experience example, there

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Ria S
Lucid Legend Level 8
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Munehisa Midorikawa
asked in Admin Questions
Response to users with duplicate accounts for Canvas LMS accounts and paid versions

Our university has introduced Canvas LMS as an educational institution and plans to use Lucid Chart. In this case, if someone who already has a paid Lucid account registers with the same email address used for Canvas LMS (resulting in duplicate accounts), which account will take precedence? Can the accounts be used separately for Canvas LMS and for individual use? Please also advise on how to notify users with duplicate accounts.

131
Kelsey Gaag
Abigail M
Abigail MLucid support team
posted in Admin Questions
Tips for resolving common errors when configuring Lucid Cards for Jira Data Center

This article is for admins configuring Lucid Cards for Jira Data Center following the instructions outlined in our Configure Lucid Cards for Jira article.  When setting up this integration, there are a few common Application Link errors you may encounter. These errors occur when we attempt to get the token via the Jira endpoint “/plugins/servlet/oauth/request-token”. Take a look at the errors below to find resolution steps for each issue! Tip: Use Ctrl-F to search this post for your specific error message.  General errors This class of errors is often caused by a typo or mistake in the setup process. Message: We could not connect to Jira Data Center. Check the configuration and try again.Details: This is a generic error which indicates some issue getting a token from Jira. In this case, we recommend double-checking our documentation to ensure you followed the setup process correctly. Message: The Jira URL is missing a host or is otherwise misconfigured.Details: This indicates that the

3166
Leianne C
F
Feniks2025
asked in Admin Questions
Storage issue

There is a problem with storage, I have only a few files in my profile, but the charge shows that it has been used up 100%. Please fix it asap.

91
Humas1985
Lucid Legend Level 9
Jordan B
Jordan BLucid product team
published in Admin Questions
Enterprise Shield: Automatically classify sensitive documentsAdmin Resource

This article explains how Lucid's auto-classification feature works for users, based on the configuration defined in the compliance settings of the Lucid admin panel.If you’re an account owner or document admin looking to set up or manage classification mappings, please refer to the Lucid admin panel: Compliance settings article for configuration guidance. What is auto-classification?Auto-classification is a feature that automatically applies a classification level (such as public, internal, confidential, private, etc.) to documents when certain types of sensitive content are detected via our content inspection feature. This functionality is based on the classification mappings configured by administrators. Once mappings are in place, Lucid checks your content inspection scan results and automatically applies classifications based on your configured mappings. How mappings workWhen sensitive content is detected in a document via content inspection, Lucid uses the auto-classification map

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Jordan B
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sean.kaminsk
asked in Admin Questions
Issue with Lucidscale cloudformation import with an AWS Org with multiple OU's

i’m trying to run the cloudformation ‘configure permissions with cloudformation’ to deploy the necessary resources in my AWS organization.  I have a single account as the master payer and then over 30 accounts in various OU’s.  I need to be able to use Lucidscale to create documentation of each account in these multiple OU’s.   I’m getting a failure on the deployment of this initial stackset.  “Properties validation failed for resource MemberRoleStackSet with message: [#/StackInstancesGroup/0/DeploymentTargets/OrganizationalUnitIds/0: string [usedmyorgnazitional ID] does not match pattern ^(ou-[a-z0-9]{4,32}-[a-z0-9]{8,32}|r-[a-z0-9]{4,32})$]I need to discover all accounts which reside in multiple OU’s.  Nothing i’ve tried has helped with this.    Any help?  What should go in the parameters for BastionRootOrOrganizationalUnitId\ MembersRootOrOrganizationalUnitId

398
Leianne C
A
alexgaupp
asked in Admin Questions
Error: Your Identity Provider metadata contains an invalid X.509 certificate

Hello, I needed to update my SAML certificate for Lucid, and when I went to do that following instructions from documentation I am getting the error “There was an error adding the Identity Provider. Message: Your Identity Provider metadata contains an invalid X.509 certificate.” I believe I did everything correctly per documentation. Could I get some assistance/advice please? Thank you

142
Ria S
Lucid Legend Level 8
F
Franna
asked in Admin Questions
Is it possible to prevent shareable links with the Lucidspark for Azure DevOps integration?

Good morningIn my company, we are currently hesitant to grant permission for azure devops integrations due to some security concerns.Is there a way to prevent external access (share to anyone with the link) of documents with a devops integration?Having access to tickets with confidential information, or the ability to anonymously modify the contents of a ticket is a big concern and a blocker for adoption of this feature. 

141
Leianne C
K
Kevin Homewood
asked in Admin Questions
Sharing and folder settings in Lucid

HiI’m trying to achieve the following folder and permissions structure:A folder called Folder 1 has contents which can be viewed by specified users (let’s call them Group 1) Group 1can create documents and/or folders within Folder 1 Documents created in Folder 1 (or a subfolder of Folder 1) by a user in Group 1 (called User 1) can be viewed by other Group 1users, and User 1 can specify in the document sharing settings if other Group 1 users can edit the document.  Is this structure possible on an Enterprise account?ThanksKevin

285
Humas1985
Lucid Legend Level 9
H
HannahLucid support team
posted in Admin Questions
Azure/Entra Org Groups: user syncing, best practices

Hi There! Are you migrating to our Azure SCIM with Org Groups experience, or want some tips on how to best use Org Groups with SCIM? Here are a few of our recommended best practices to make this implementation seamless!If you are setting up or migrating to Azure Org Groups, please refer to the SCIM guide: Migrate Azure integration to Lucid organizational groups experience from our Help Center for a step-by-step configuration guide.Assigning users to groups and pushing updates: According to the SCIM standards, the user endpoints can't update a group. Because of this, group updates will never happen when provisioning a new user. They have to happen when Entra requests to update a group. This is important to keep in mind while you are updating your users. You can have as many license and delicense user groups as you want, but because a user can only belong to one organizational group, each user can also only belong to one push group at a time across all groups. The only exception to this

300
H
R
RVana
asked in Admin Questions
How to find documents in Lucid after UserPrincipalName (UPN) change

our users UPN changes recently but the email remains the same. user lost access to his documents. how do I find those documents and transfer them to new UPN

41
Leianne C
Greg C101
Greg C101
asked in Admin Questions
Can account admins have a different non-SSO sign-in method?

We are migrating our instance from Okta to Azure Entra ID.  I'd like to have a non-SSO Admin account so that I'm confident I'll be able to get into configure Lucid if there is any issue with the new Entra configuration.   Do not want to get locked out entirely.   Is there a way to configure a Lucid account to not leverage SSO?

613
Ambar D
superyoshi85
superyoshi85
asked in Admin Questions
How can I add another account to mine in Lucid?

I know the password to my friend’s account I even have it on my computer! but I can’t figure out how toput it on lucid on MY account.

222
superyoshi85
H
Hello
asked in Admin Questions
Work email section in sign up blurred

Just wondering if someone could help with the issue in the title

265
Leianne C
Christine B
Christine B
asked in Admin Questions
How are users on my account are automatically delicensed from Lucid?

I observe that users are automatically delicensed in Lucid when they leave the company. How is this mechanism activated? Since SSO has been activated, I assume that there is periodic screening on the users data in Azure Active Directory. Where is it configured? I observe those days some wrong delicensing and want to understand how to resolve this.

131
M
Z
Zaach Pightling
asked in Admin Questions
User with a Lucid license has view-only permissions

Can someone advise why a user who has a Lucid suite licence assigned to them is only able to use view only functionalities?

91
M
J
jcundill
asked in Admin Questions
Lucidspark share link is not working to edit

  The logged on user is in the Intermodal_Team and should have access to “Edit up to 5 Lucidspark boards” but doesn’t get any Edit rights. This is the only Lucidspark board in the entire Organisational Group. What has gone wrong please.

448
Leianne C
renekreijveld
renekreijveld
asked in Admin Questions
Where is our Lucid data stored

Hi, we recently received an email with the text:“Your existing agreement with Lucid Software specifies the United States as the data region for the storage of the content your users create in a Lucid Subscription Service”But last year our data was moved to the European data region.Where can I check in which data region our data is stored? We have an Enterprise plan. 

171
DanaC
Lucid Legend Level 2
G
GerlingL
asked in Admin Questions
Assistance with connecting lines in an org chart

Hi all! i recently had to make quite a few manual entries to some of our org charts & now I need to add connecting lines for the new additions. when I follow the instructions provided by Lucid, it does not apply the lines for me. Does anyone have any tips/tricks? Thank you in advance!

4111
Ambar D
M
Michelle SLucid support team
published in Admin Questions
SAML response missing required custom identifierTroubleshooting

If you're seeing the error message "SAML response missing required custom identifier." when trying to login, it means that our system isn't receiving a piece of information from your company's Identity Provider (IdP) that it needs to uniquely identify you. Here are the common reasons for this error and how to troubleshoot it:1. Mismatched or missing Entity ID:What to do: The Entity ID is a unique identifier for your IdP. If the Entity ID configured in our application doesn't match the Entity ID in your IdP's SAML configuration, this error can occur.Verify the Entity ID: Carefully check the Entity ID in your IdP's settings and ensure the Entity ID matches what is specified in our setup instructions. Re-upload Metadata: If any changes are made to the Entity ID in your IdP, you will likely need to download the updated metadata file from your IdP and re-upload it into our application's SAML settings to reflect these changes.2. Incorrectly configured or missing required attributes:What to d

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