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Admin Questions

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

  • 401 Topics
  • 876 Replies
401 Topics
Addie
Lucid Legend Level 7
AddieLucid Legend Level 7
posted in Admin Questions
Your first stop: Troubleshooting solutions for admin issues

Are you experiencing an issue as an admin? We’ve built this repository of problems and solutions to save you time and hassle.  We recommend following these steps in this order for the fastest resolution and best support experience:Visit our help center to view comprehensive documentation on each feature and common troubleshooting steps Browse this post to view our comprehensive documentation on frequent issues and troubleshooting tips and tricks. Search Support > Admin Questions area of the community to see if others have experienced this issue and a solution was provided. Lastly, please write a community post so our team can help you!  Start here:Common admin questions Common integration questions Confluence Admin updates or bugsDon’t see an article that addresses your problem? Next, review this community post on creating a support post:  Please note: If the issue you’re experiencing is actually the intended behavior of a product or feature, and you’d like to give us feedback on yo

1240
Addie
Lucid Legend Level 7
1 year ago
paula y
paula y
asked in Admin Questions
Requested Lucidspark License

My account has multiple admins how do I know which one received my request for Lucidspak license?

341
Addie
Lucid Legend Level 7
1 year ago
Martin G101
Martin G101
posted in Admin Questions
Reassign documents from one user to another

Due to an acquisition we have a users who has 2 different accounts. As a Lucid admin I now wanted to re-assign all Spark/Chart documents from account A to account B. I did this by deleting account A which brought up the dialog where I can put in the account name of account B all documents shall be assigned to.  However this didn't work and still the documents are not owned by account B. In the GUI account A doesn't show up anymore (like it should be as it was deleted) but in the "Usage Data" report (Excel) the deleted account A still shows up even after >1 day as owner of the documents. Did someone experience the same and how can this be resolved? -- Martin Grausam from Keysight Technologies

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Flavia D
1 year ago
Ace R
Ace R
asked in Admin Questions
API for monitoring license counts?

I would like to monitor our current licenses available vs licenses used. Is there an API endpoint that would help me accomplish this?

496
Cydney E
1 year ago
Aderajew T
Aderajew T
posted in Admin Questions
Background about gap assessment

I am trying to develop a rational for gap assessment for the an institution (university of course) which has started implementing the provision of MBA through online platform. How can I structure the rational for the gap assessment?

50
Leianne C
1 year ago
Andrew M102
Andrew M102
posted in Admin Questions
Lost Shared Folder Permissions

I have a shared folder that I created and when I left the project I either moved permissions to another person or just removed my permissions by mistake.  My internal help desk team is working with your team to resolve this and it is not getting resolved.  Please let me know how I can work with your support team to resolve this issue

90
Coumba D
1 year ago
Suman D
Suman D
posted in Admin Questions
Can't find Templates

Problem...not found any template in my account

10
Leah W
1 year ago
neil c
neil c
posted in Admin Questions
document list and/or export via API

Hey allI am an admin and trying to use the API to get a list of all documents in our Company account so I can look at exporting all documents out of Lucid (also via the API). Has anyone done this before and can shed any light? I can't seem to be able to use Account authorisation and use the API in this way from what I can see?

350
Richard U
1 year ago
yolanda.rubio
yolanda.rubio
posted in Admin Questions
Restrict Duplicate and Copy-Paste in View Permissions

Hi Is it possible to Restrict "Duplicate" and "Copy-Paste" Functionality for Diagrams when sharing whir view only permission? I would like to share Diagrams but avoid people to make their own copy. Thanks in Advance

430
yolanda.rubio
1 year ago
Paul F101
Paul F101
asked in Admin Questions
Does anyone know where (geographically) Lucid data is hosted?

HiI am looking to persuade those in my company to start using Lucidchart. The one piece of information that I now need is where data that is uploaded will reside geographically. In other words where is the data in Lucidchart hosted. For a number of different reasons our clients outside of the U.S. will not allow their data to be hosted in the U.S. itself hence my question. Many thanks.

1494
Leah W
1 year ago
Terry M101
Terry M101
posted in Admin Questions
Presentation Mode for Non Licenced Users

We have an enterprise licence for all our Lucid creators and editors. In addition we have non licenced users who interact and comment on our generated content. By far the nicest way to navigate around diagrams is in presentation mode. Presentation mode removes all distractions from the content and maintains all hyperlinks and inter-document links in place (without a single click). Unfortunately our unlicensed users cannot use presentation mode as it demands a licence. This means that unlicenced users need to crtl-shift-click through a busy diagram with menus rather than a slick diagram. We can publish via pdf - but his is extra steps in the workflow. Recommendations: Unlicenced Users can view in Presentation mode OR a link to Presentation Mode for Diagram can be shared (this should be minimum functionality on an Enterprise licence)

80
Emma B
1 year ago
Abigail M
Abigail MLucid support team
published in Admin Questions
For Admins: View any Lucidchart document on your account via Admin View

Are you an account admin who:Has a document URL you cannot access Is trying to find out who owns a Lucid document via URL Needs to locate a Lucid document embedded in Confluence Document Admins and Account Owners can access any document on their organizational account via URL with the following steps: Find the URL to a document you want to access Locate the Document ID – this will be a hyphenated alphanumeric string in the document URL listed after the Lucid product Add /adminView in the URL following the Document ID Load the URL!  If you are hoping to locate the document owner or collaborators simply navigate to the Share dialogue and select ‘Manage’. Please note: Admin View is only available to Enterprise accounts and cannot be accessed by Team or Billing admins. If you still receive permissions errors after these steps please confirm you’re logged into an account with the Document Admin or Account Owner role. If you have one of these permissions and the issue persists the docu

1750
Abigail M
1 year ago
Armand B
Armand B
posted in Admin Questions
How to manage users through Rest API ?

With my team we're currently trying to have an automated process to manage the users in our subscription. In particular we're trying to do the following operations : - Get a user (done) - Create a user (done) - Update an existing user (not done) - Deleting an existing user (not done)   For the last two operations I didn't see any documentation on how to do such operations. Are they supported through Rest API ? If so where can I find some documentation on how to do that ? Thanks in advance !

730
Adam Y
1 year ago
Adam Y
Adam YLucid support team
published in Admin Questions
Troubleshooting SAML: Common Errors with Solutions Provided

Lucid offers SAML integrations to Enterprise accounts so that admin can easily manage user sign-on using their IDPs. Lucid’s SAML integration allows you to connect Lucid to your IDP so that users on your account can quickly and securely authenticate through your IDP using SAML 2.0.The purpose of this post is to provide troubleshooting recommendations for common errors that occur when configuring SAML for the first time as a Lucid Admin or authenticating via SAML as a Lucid user. Cause of Error: Misconfigured endpoint/value/encryption method (SAML Domain ACS URL)Entity ID related: Possible Errors Returned: “Your team is not configured for SAML” “Misconfigured application” Solution: This error message typically indicates there is a discrepancy between the SAML domain you have populated in the Lucid Admin Panel and the one you have populated for the Lucid SAML app in your IDP. Check the SAML domain you have configured in the IDP with the value in the Lucid Admin Panel and confirm they mat

6571
M
1 year ago
Ashley C
Ashley CLucid support team
posted in Admin Questions
Primary group and license allotment for Enterprise accounts

As of July 2023 license allotment functionality is only available to Enterprise accounts who have utilized it prior to that date. Enterprise Account Owners use Groups to organize users on their account. For example you can add groups by department so it’s clear where each user on the account fits into the business org. A Primary Group is used in conjunction with license allotment. Use a team member’s Primary Group to determine which Group a team member’s license is deducted from.  In the example illustrated below the Account Owner at Dunder Mifflin has allocated two Lucidchart licenses to the Sales department. Jim Halpert a sales representative uses one of those licenses. We recommend setting allotments for all or none of the groups at the same level. Otherwise the total number of licenses used in the groups that have no allotments might be greater than the number of remaining licenses that can be allocated to them. SCIM Google provisioning or other automated provisioning tools a

751
F
1 year ago
Cynthia H
Cynthia H
posted in Admin Questions
Requesting License to Lucidchart

How can a view user request for a license 

280
Leianne C
1 year ago
Appiagyei E
Appiagyei E
posted in Admin Questions
Super Administrator's Dashboard

Super Administrator's Dashboard

40
Coumba D
1 year ago
Leah W
Leah WLucid support team
published in Admin Questions
Making Changes to Account OwnershipAdmin resource

Who Can Make Admin changes?For each team or enterprise account different roles have different accesses to make changes and monitor the account. For more information on what roles each Admin plays please review our Admin Roles help center article.  For each team there is an Account Owner who has full control of the account. If the current Account Owner is leaving the company or your team then there will need to be a change in Account Ownership. Depending on your role on the team you can change or request to change the Account Owner.Note: The simplest way to change account ownership is to have the current Account Owner transfer ownership to another User on the team before they leave the company or team.Account Owner: If you are currently the Account Owner of your team then you can transfer ownership to another User on your account.  You can make this change through your Admin Panel under the Users tile. First select the User you would like to be the new Account Owner then select "Actions

870
Leah W
1 year ago
Ashley C
Ashley CLucid support team
published in Admin Questions
General troubleshooting: Lucidchart Confluence ConverterTroubleshooting

Read this post to find solutions to the most common issues when using the Lucidchart Confluence Converter to migrate from the Lucidchart OnPrem app to the Lucidchart app. Incorrect Consumer This issue is a result of either the wrong Confluence Server Instance being selected or the embedded diagrams were inserted using a different Lucidchart account. To resolve try the following: Ensure you have selected the correct Confluence Instance. This may be the url to your Confluence Instance at the time it was linked or it may be a random string of numbers and letters. Under “Select the Confluence Server instance your Lucidchart macros come from” check that the https://confluence.example.com instance is selected (not the default selection). If that doesn’t fix the issue ensure you have connected Confluence Cloud to the correct Lucidchart account. The connected account must be the same that was connected to Confluence Server at the time the Lucidchart diagrams were inserted there. Permiss

4032
Leianne C
1 year ago
Uday G
Uday G
posted in Admin Questions
Onpremise File Share Migration to Azure Cloud

I am trying to move Onpremise file shares on a file server to azure files. I have already completed initial poc with below steps 1. created azure file share and joined it to Hybrid AD 2. Installed File sync on the file server and created a file sync group to sync files on shares to Azure files 3. Mapped the azure file shares on clients using Intune All great now what are the practical issues 1. Checking nested groups to propagate top level share permissions to folders and files inside the parent folder 2. File Shadow copies. How to get file shadow copies in Azure files 3. limitations of azure files share size 4. Costing of data

60
Coumba D
1 year ago
Natalie T101
Natalie T101
asked in Admin Questions
How can the admin access to team folders in Lucid?

How do I view ALL of the Team folders within our account?  I am the account owner.  Some team members have left the organisation and we need to have visibility over all Team Folders created within our account. 

240
Coumba D
1 year ago
anisa s
anisa s
posted in Admin Questions
Requirement Analysis of Conceptualizing Internet of Things (IOT) Model for Improving Customer Eperience in the Retail industry in Somalia

Requirement Analysis of Conceptualizing Internet of Things (IOT) Model for Improving Customer Eperience in the Retail industry in Somalia

30
Coumba D
1 year ago
Nicole.Mascolo
Nicole.Mascolo
posted in Admin Questions
Work being deleted when Migrating to enterprise

our company Migrated us form Lucidchart Enterprise licensing to the Lucid Suite. I no cannot see any of my old  work it's like it all been erased. Is there a way to get my work back ?   

40
Leianne C
1 year ago
albus d
albus d
posted in Admin Questions
SCIM 2.0 API doesn't return LucidSpark licenses

Hi I'm trying to access the licenses that a user has via the SCIM 2.0 API. I can see via the Admin Dashboard that a user has both LucidChart and LucidSpark but the API returns: "productLicenses":{"Lucidchart":true"Aristotle":false"Lucidspark":false"LucidscaleExplorer":false"Socrates":false"LucidscaleCreator":false}

260
Karsten B
1 year ago
Ralph T101
Ralph T101
posted in Admin Questions
Setting up groups and team documents

Is there any guidance on how to set up groups and team documents? We have a new enterprise account and when we add a new user they can't access the team documents. In their profile we add them to the teams and groups but they still can't see the folders or the documents. Is the a relationship between the shared folder and the groups?

50
Abigail M
1 year ago
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