Skip to main content
hamburger menu
+ Create a topic

Admin Questions

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

  • 371 Topics
  • 784 Replies
371 Topics
mark.russak
mark.russak
posted in Admin Questions
I need to recover files from my deleted account

Trying to contact support 

261
Richard U
1 year ago
Susan J
Susan J
posted in Admin Questions
How to view the Lucid usage data for users?

How can I see the last login date for users or alternatively run a report of users who've not logged in within 90 days?

4881
Whittney C
1 year ago
Naresh R
Naresh R
posted in Admin Questions
How to add new icons to the palette

If i want a desired icon what is the easiest way to add that?

31
Phillip W
1 year ago
Rachel S
Rachel SLucidite
posted in Admin Questions
Organize your documents with Groups and Team Folders

Are you looking for a more efficient way to manage documents within your Enterprise account? Keeping track of all your documents and maintaining the viewing permissions for each member can be tedious. Thankfully Lucid allows you to create Groups to manage the licenses and permissions for group members. Use Groups in conjunction with Team Folders to easily manage both user access and document organization. To learn how follow this example to see how Jim manages his company’s Lucid account with Groups and Team Folders. After Jim added his teammates to his Enterprise account he set up groups for the Accounting Customer Service and Sales departments. To do this he navigated to his Admin Panel clicked the selected New Organization Group. Once the three groups were configured it was time to add his teammates to their respective groups. To add Oscar to the Accounting Group he checked the box to the left of Oscar’s name and clicked Edit under “Teams & groups”. In the resulting pop-up windo

1150
Rachel S
1 year ago
john.a.lopez
john.a.lopez
posted in Admin Questions
Lucid Custom Shape Library

I am creating a set of custom shape libraries. I wish to create a main menu and then sub-libraries for each specific area similar to how UML is structured. Further I need to create clarifying icons for the custom menu entries. When I drag&drop the object from the drawing canvas to the library menu it uses a thumb-nail image of the shape which is relevantly in-discernable visually unless you hover over the icon. Lastly once completed: I will need to deploy to our team I will need to continue to administrate this while in active use I will need to manage this with revisions of the shapes/menus as deployment goes forward Thanks  

291
Whittney C
1 year ago
Keith B101
Keith B101
posted in Admin Questions
LucidChart Keeps Crashing

Is anyone else havinig issues with their online Lucid? today mine keeps locking up and reloading the web page

211
Micah
1 year ago
Tracy M
Tracy M
posted in Admin Questions
Granting permissions to existing folders and documents

I am the administrator for Lucid within my company. I have a leader leaving and I need to grant owner permissions to an existing user. I have not bee successful in adding that person. They need to keep their current permissions which is a level up from the folder I need to grant permissions to. Any help would be appreciated. 

121
Richard U
1 year ago
Lucas W
Lucas W
asked in Admin Questions
How to set Okta SSO as login default

Hello I am trying to find a way that users are required to go through the Okta SSO to log into Lucidcharts. I can not find the setting to do so. Do I need to be the account admin to do this because I am only a team admin?     Thank you  Lucas Wilcox

155
Richard U
1 year ago
mukund.waghmode
mukund.waghmode
asked in Admin Questions
Get Lucid document list API call failed with 403 forbidden

I am trying to get list of documents using OAuth2 token via postman. Able to get token successfully but document list api not working.API: https://app.lucidchart.com/documents/docsHeader: Bearer token_value Response: <error> <status>403</status> <message>Access Denied</message> </error>

584
Micah
1 year ago
vviers
vviers
posted in Admin Questions
Folder creation within teams folders

I am trying to determine if "admins" can limit the creation of folders in the LC environment whether it be a team folder or subfolders within teams.  

73
Richard U
1 year ago
Travis T
Travis T
posted in Admin Questions
Migrate Team between two different domains

We are in the process of migrating our current Lucid team to another team. We want to make this a smooth transition. Let's take this example below. We have two different teams mapped to two different domains: Team Apples (apples.domain) and Team Bananas (bananas.web). John Doe has a Lucid Enterprise account on Team Apples with the email address jdoe@apples.domain. John also has an email address of jdoe@bananas.web. A Lucid Enterprise account has not been created for the jdoe@bananas.web address yet. John needs to be able to migrate from Team Apples to Team Bananas but must join Team Bananas using their bananas.web email address. Would the following allow for John to join the other team with the correct email address and not lose their documents? John changes the email address of jdoe@apples.com on Team Apples to jdoe@bananas.web. John is sent an invitation to jdoe@bananas.web to join Team Bananas. John accepts the invitation to switch teams. How would this affect access to Team Fold

131
Abigail M
2 years ago
Richard U
Richard ULucid support team
published in Admin Questions
Switching IdPs? Here are some helpful tips for switching between SAML providers

Are you a Lucid Enterprise admin and preparing to change your account’s SAML configuration from one Identity Provider (IdP) to another? Here are some tips to consider before making this change: Note: In order to avoid making accidental changes to your Lucid users list be sure to turn off provisioning capabilities for any existing SCIM apps until the changes have been completed. The emails in your IdP must match the existing email addresses in Lucid. Be sure the email addresses remain unchanged between your old and new IdP these steps will avoid accidentally creating duplicate users. You are able to run two sets of metadata in the Admin Panel (thus you can have multiple IdPs set up at once). The easiest and safest way to swap SAML certificates is to upload your new set of metadata before making any changes to the currently functioning SAML certificate. Please check out this community post for tips on updating your IdP metadata.Once you've confirmed the new set of metadata allows you to

2220
Richard U
2 years ago
Brian B101
Brian B101
asked in Admin Questions
Can't remove license from user

When I try to remove the license from a person who left the company I get the error below. I was able to transfer their documents to my user account but can't revoke the license. Please advise. Thanks.

719
Phillip W
2 years ago
IT A101
IT A101
asked in Admin Questions
How to find a Usage Report

Hello how do you find out which users are using Lucid and the last time they logged in?   ty

6191
Abigail M
2 years ago
Tim D102
Tim D102
posted in Admin Questions
Subfolder creation in teams folders

I want to create subfolders in teams folders but it keeps putting them at the top level instead of inside the target folder  

21
Coumba D
2 years ago
Fisnik M
Fisnik M
posted in Admin Questions
Payment method-Contry

Hello I'm a client of yours from Kosovo can you add the state of Kosovo to the drop-down list in Payment Method-Country.  Kosovo declared its independence from Serbia on 17 February 2008. List of recognitions https://www.mfa-ks.net/en/politika/484/lista-e-njohjeve/484 Kind regards  

52
Micah
2 years ago
richard u1
richard u1
asked in Admin Questions
Updating the IDP metadata certificate (renew SSO cert)

Hello! We have SAML authentication enabled but the certificate is expiring so we’re trying to upload a new certificate. Could you share any instructions or best practices for doing this?

4791
Abigail M
2 years ago
Hugo W
Hugo W
asked in Admin Questions
Invitation to join a team on a premium Lucid account

I was invited to join a team with a premium account. However when I followed the invitation link Lucidchart sent an error message and I couldn't join the team to have a premium access. How can I join the team? Thank you for your help.

133
Micah
2 years ago
Manjit B
Manjit B
posted in Admin Questions
How to see the list of Deleted users?

I deleted some users (ex employees) but don't know where can I look to see the list of deleted users. I am new to this Lucidchart

361
Mj Z
2 years ago
asethi
asethi
posted in Admin Questions
Importing all objects in a Salesforce instance

Hello I am trying to import a Salesforce ERD from a production instance for all objects in the org onto the canvas. From what I am seeing is that I have to manually drag every object onto the canvas and re-organize it. Wanted to see if there was a way for me to bulk drag all objects and it would be able to sort based on hierarchy of the objects.    Thanks 

81
Adam Y
2 years ago
Vincent L102
Vincent L102
posted in Admin Questions
I just deleted a user from my account as they have since left and it deleted all their documents without giving me option to transfer. How do I recove

I just deleted a user from my account as they have since left and it deleted all their documents without giving me option to transfer. How do I recove

81
Abigail M
2 years ago
Tom W
Tom W
asked in Admin Questions
Transferring Lucid files

I want to transfer Lucidchart files I have created to someone else.  I have created something for a client and they need ownership/edit rights for these files.  I will not have an account after I transfer the files.  Thanks.

4241
Liz G
2 years ago
colleen.louw
colleen.louw
posted in Admin Questions
Restore documents to reactivated user

Is there a simple way to restore documents to a user who was inactivated and then reactivated? It's unclear who her documents were transferred to. Thanks

51
Sylvia X
2 years ago
Electric A
Electric A
asked in Admin Questions
Audit Log

Hi  I have a user who just got 41 Lucid documents transferred ownership to davidli@woebothealth.com could a log audit be provided to find out who had transferred all these documents to this user? Thank you!  

411
Abigail M
2 years ago
Jason K102
Jason K102
posted in Admin Questions
Usage reports

To see who is using the system it seems from the other posts that SOW is for you to contact our CSM and run that report for us. And as i cant find a way to submit a ticket hence the post. 

221
Cydney E
2 years ago
Lucid Software Inc. Supplemental Community Terms

Get Started

Products

Solutions

Resources

Company

Privacy Legal Cookie privacy choices Cookie policy
©   2024  Lucid Software Inc.