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Admin Questions

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

  • 505 Topics
  • 1,192 Replies
506 Topics
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.

544
Flavia D
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?

293
K
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!

346
R
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.

211
Flavia D
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?

393
Kelsey Gaag
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.

10510
Mj Z
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. 

1081
Ambar D
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?

232
Micah
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?

1071
H
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

491
Abigail M
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?

562
H
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 

334
Kelsey Gaag
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

131
Kelsey Gaag
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.  

231
Kelsey Gaag
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?

241
Mj Z
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!  

1465
Kelsey Gaag
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,

401
Kelsey Gaag
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.

1912
Leianne C
A
abinayajayaprakash
asked in Admin Questions
connection refused error

Hi,We are trying to add Lucid chart in a confluence page but getting this below error.   

421
Leianne C
S
sheller
asked in Admin Questions
You need sharing permissions in order to embed this document

Trying to embed a LucidChart in SharePoint and when I go to select my document, I get an error “you need sharing permissions in order to embed this document” and I can’t select the document. The share settings on the document show that I have Edit & Share. I’m on a Team plan. 

796
Leianne C
Shanna H
Shanna HLucid support team
published in Admin Questions
SAML and SCIM guide: Enable custom app in Okta for Lucid's FedRAMP environmentAdmin resource

This post provides the step-by-step instructions on how to configure a custom Okta app so that it will work with SCIM in Lucid’s FedRAMP environment. You can also leverage the Developer documentation for SCIM configuration.These instructions will work if you are setting up a custom Lucid app for the first time in Okta. However, if you previously had a custom app set up and want to migrate to the new organizational groups experience in Lucid, follow the steps below to ensure that your existing app is set up as needed.Configure a SAML integration for LucidFollow the below instructions exactly regardless of whether you are using Lucidchart, Lucidspark, or both.Tip: The custom application you will create in the steps below allows you to configure both SAML and SCIM provisioning to work with Lucid. In Okta:Log into your Okta account as an admin. Open the Admin UI. Select Applications from the left-hand menu. From the dropdown options, click Applications. Click Create App Integration. Select

2490
Shanna H
S
sredmond
asked in Admin Questions
Export Feature - PNG INOP

Export function, Specifically Export to PNG or JPEG are not functioning. I get an “Error Occurred”  every time I go to export the document. 

211
Ria S
Lucid Legend Level 8
Shanna H
Shanna HLucid support team
published in Admin Questions
SCIM guide: Configure custom SCIM 2.0 supported apps with LucidAdmin resource

This post provides instructions on how to connect a custom IdP that supports SCIM 2.0 with Lucid to provision users, groups, and group memberships. The prerequisite for this guide is to have a configured SCIM 2.0 application in your IdP that can be used to connect to Lucid. Note: If you are using Okta or Microsoft Entra ID, we recommend checking out our SCIM overview help center article. It will direct you to a resource for each of these officially supported IdPs. In this article, “group push” or “push groups” refer to groups you’ve created in your IdP/SCIM provider which you’ve used to create corresponding groups in Lucid via SCIM request. Please refer to our SCIM API documentation here for an example.Obtain bearer token and enable SCIM provisioningObtain bearer token in LucidBefore enabling SCIM provisioning, you need to obtain a bearer token from Lucid. To do this:Sign in to Lucid as an account owner or account admin. Select Admin from the menu to the left. You’ve now reached the Lu

3290
Shanna H
A
andrea.pannitti
asked in Admin Questions
Questions about migration

Hi,we need to do a migration from Confluence Server to Confluence Cloud.To do this we would like to use Atlassian's Cloud Migration AssistantThe following is installed on the server: Lucidchart OnPerm for Confluence (v.1.19.3).I have a few questions about the migration:1) Do I need to install the Cloud side plugin before performing the migration?2) Are diagrams brought in automatically or do pages need to be migrated by hand?3) Is there a way to know the pages where these diagrams are present?Thank you 

221
Humas1985
Lucid Legend Level 9
Shanna H
Shanna HLucid support team
published in Admin Questions
Migrate Microsoft Teams integration from legacy EU Data Center to global data residencyProduct update

The legacy EU Data Center is being deprecated. In it’s place, Lucid now offers a global data residency on which you can determine which region your account is on. To learn more, check out our Global data residency for Lucid article.As a part of this EU Data Center deprecation, the following Microsoft Teams integrations are being deprecated: "Support Pack for Lucidchart" and "Support Pack for Lucidspark". These integrations’ features are still contained in  "Lucidchart for Teams" and "Lucidspark for Teams” apps.To prevent losing data before switching over to the “Lucidchart for Teams” and “Lucidspark for Teams” apps, a Microsoft Teams admin needs to follow these steps:Enable "Lucidchart for Teams" and "Lucidspark for Teams" apps to your Team's Tenant App catalog. The steps to do so are outlined in our Integrate Lucid with Microsoft Teams help center article. Make sure to transfer any account settings to the new apps. Notify your users that tabs added using the "Support Pack for Lucidch

970
Shanna H
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