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Admin Questions

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

  • 398 Topics
  • 869 Replies
398 Topics
VJ S
VJ S
asked in Admin Questions
Jira cards sum of estimates is not working in all Lucidspark columns

I have few tickets imported from Jira. Only one column is generating the Sum of estimate at the top. Others doesn’t show any numbers? Any idea?  

191
Zuzia S
1 month ago
A
avo
asked in Admin Questions
Sharing with people outside of organization

I’m an admin on an enterprise plan and I’m trying to grant view only access to people who are outside of my organization but have been unsuccessful granting access or sharing documents. Is there way I can enable the product or do I need to get in touch with Lucid?

244
H
1 month ago
Tom G101
Tom G101
asked in Admin Questions
Can I get a count of all Lucid documents and tabs?

For compliance purposes I’m trying to get a feel for how many documents and document tabs exist for our enterprise.  Is there any way to get a report or query for them?

101
Sylvia X
1 month ago
S
Sara H
asked in Admin Questions
How can I find the admin who authorized a license?

Hi! Where can I see who of the admin who authorized a license? have googled and looked around but cannot find. Thanks!Sara 

192
H
1 month ago
J
Jess0601
asked in Admin Questions
Work didn't save

Hello, I need help with my flowchart, it didn't save and everything I did disappeared

251
E
Lucid Legend Level 1
1 month ago
M
mhebrard
asked in Admin Questions
Lucidscale Supported Resources

Lucidscale describing cloud environments is great but when most of your workloads are on top of EKS/AKS/GKE, lucidscale is missing most of the topology complexity as it does not describe anything running inside kubernetes.Having a unified description of when is outside EKS/AKS/GKE (vpc, region) and inside (pods, service accounts, deployments, etc) in a unified view would be a great.

594
H
1 month ago
J
Jocelene
asked in Admin Questions
Ownership Of Documents After Converting from Licensed to View-Only

When converting a user from licensed to view-only, does ownership of that user’s documents need to be transferred to a licensed user or can they keep the documents and just have view-only access to them?

152
J
1 month ago
Keeley S
Keeley S
asked in Admin Questions
"Documents Accessible Individually" meaning when downloading user data

In the usage data screen in the admin console, you can download a csv report called “All user data”. In that report there is a column labeled: Documents Accessible IndividuallyWhat does this mean exactly? I am trying to figure out if this means that the user has created a document OR that they have access to a document that has been shared with them?  I want to figure out who has created a document and who currently owns documents.

324
Flavia D
1 month ago
K
kmdchew
asked in Admin Questions
Admin unable to reset License settings

I am unable, as the admin on an enterprise account, to reset the License settings > Lucid Suite settings or License settings > Lucidscale settings under the “Customize Lucid* license request dialog”.  My original configuration settings are all that stays.  I do click save changes and when I try to navigate to another page it again says I will lose my settings if I don’t hit save and I click save on that dialogue box. Why am I unable to make changes to this customization I originally set?

273
K
1 month ago
Jake S102
Jake S102
asked in Admin Questions
Salesforce Managed Package Objects Import

Hi I'm trying to import salesforce schema but I do not see any of the managed packages (FSL) objects while doing so. Any help here would be appreciated. Thanks in advance!

306
R
1 month ago
I
itpurchases
asked in Admin Questions
Create admin account for billing only

How can I change my Account Owner to admin only for billing purposes? I do not need a license, only access for our team to make changes as needed.

141
Flavia D
1 month ago
O
Osaro
asked in Admin Questions
Org Chart integration sharepoint

Hello, i have a Organogram in lucidchart that is integrated in share point, but now i have an issue. Users can not expand or collaps cards. I want the sharepoint org chart to be interactive where users of sharepoint can expand or collaps levels. does anyone know how to fix this?

283
Kelsey Gaag
1 month ago
K
kathyplamback
asked in Admin Questions
Advanced search results have a bug

When searching my company’s teams folders for all lucidcharts with a document attribute > status > custom value of ‘legacy’ I do not get all the lucidcharts listed in the search results.  I expect more than 100 items to be in the list and instead I consistently only get 30 back. A coworker tried this and gets those same 30 back, but not the 100+ that have this status value. Both of us checked and neither of us have anything else in the search fields. It appears that this is a bug. Searching the community on searching, search results, searching on document attributes doesn’t yield anything I can locate on this issue.

8810
Mj Z
1 month ago
J
JerryS
asked in Admin Questions
Trying to Get AI Prompt Flow to work with LucidChart

Need help connecting AI Prompt for LucidChard to connect to my ChatGPT endpoing. Keep getting this error: Failed to get response from custom endpointSeems like I’ve tried every possible combination of “model”, “endpoint URL” etc. 

811
A
1 month ago
R
RJI
asked in Admin Questions
Old email address

I'm trying to change the email address on my account, but I can't because the old one I had to enter is no longer active and can't be reactivated. How can I do this?

82
Micah
1 month ago
A
ajohns34
asked in Admin Questions
Error when testing SAML connection -

We are getting an error when we test our SAML connection:SAML 2.0 based Single Sign-OnError when processing authentication request!Please try login again!  When using tools to get a more detailed response we get:ALERT: Invalid Assertion Consumer URL value 'https://www.lucidchart.com/saml/sso/macalester.edu' in the AuthnRequest message from the issuer 'lucidchart.com'. Possibly an attempt for a spoofing attack From our metadata.xml:<md:AssertionConsumerService isDefault="true" Binding="urn:oasis:names:tc:SAML:2.0:bindings:HTTP-POST" Location="https://admin.lucid.app/saml/sso/macalester.edu" index="0" /> How can we fix this?

441
H
1 month ago
S
samson.martin
asked in Admin Questions
AWS Cross-Account role - verify credentials error

New to Lucidscale and implementing it in the enterpriseI was able to use the cloudFormation template provided with Lucidscale.  this creates the Policy and requried role.  but when I copy the Role ARN to the New AWS account screen.. I get the “We could not verify your credentials” error.Am I missing something?  I am logged into AWS console in the other tab.ThanksSamson

361
Abigail M
1 month ago
R
ryan_taylor
asked in Admin Questions
How to remove a user from an organizational group

I have a few users that have left our organization. I have removed their Lucid license and transferred their content to another user. However, their account remains in the organizational group.If I understand it correctly, they may then still have limited access to some documents. Is this right?How do I remove them from the group?Should I just delete the account?

302
H
1 month ago
D
Darlene.Jeter
asked in Admin Questions
Having Issues Linking Lucidchart to confluence after re-install

Having Issues Linking Lucidchart to confluence after user received re-install requestGot his error I received same error typeNow on reinstall - I get this popup but no login tabBut application still not installed. Back to configure page 

244
Kelsey Gaag
1 month ago
I
institucionytrabajo22
asked in Admin Questions
Luchidchart no guardo mis trabajos realizados

No logró ver mis trabajos realizados por lucidchart, como si nunca lo hubiese abierto

91
Kelsey Gaag
1 month ago
D
djohnso65
asked in Admin Questions
Text in Org Chart Box

I am trying to duplicate wording in my boxes so that I don't have to type the same position over again. For example, I need all the boxes for this particular department to say “Assembler” like the 1st box below.  

221
Kelsey Gaag
1 month ago
G
GlenC
asked in Admin Questions
Setting up user as Billing only and not use up a license

We have a Lucid Suite Enterprise account and we have a user who only needs access to pay the invoices annually. It shows that she is using a Lucid Suite license. How do i free up that license but still retain her access to the billing and account options?

151
Mj Z
1 month ago
J
jedwa2
asked in Admin Questions
How to add a direct report without changing format

I can’t figure out how to add a direct report to my chart without it changing from a vertical view to a horizontal view. (I’m sure I’m using the wrong language - I am completely new to Lucid Chart.) I want to add a direct report to the person listed as Staff 2 below. Every time I try to add someone, it populates the supervisor as the SUPERVISOR vs Staff 2. I changed it in the drop down menu but then it edits the org chart from being in a vertical line to a horizontal line. How can I add it and have it remain as a vertical line? Thank you!  

865
Kelsey Gaag
1 month ago
Y
Yohan
asked in Admin Questions
Didn't receive zendesk verification email

Hello! We didn’t received the Zendesk verification email and there is no option to click in order to send an another one. How to do to ask for a new verification email to be send? We would like to raise a support request.  Many thanks! Best regards,

161
Kelsey Gaag
2 months ago
K
ksinghal
asked in Admin Questions
I am unable to create connector lines between shapes

I used the organization chart template in Lucidchart but I did not like the way it was layed out so I am trying to use the individual boxes and form my own connections, however I cannot get the shape to give me the connector dots to create a line.  Any help would be appreciated.

402
Leianne C
2 months ago
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