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Admin Questions

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

  • 490 Topics
  • 1,154 Replies
491 Topics
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dzraick1
asked in Admin Questions
New Lucid chart version - All my doc gone

I just logged in and see that there is a NEW LucidChart version in play. But where did all my docs go?? I need those docs!!Please help! I am an independent and have no IT dept to consult.Dzraick

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Amelia W
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garygardner
asked in Admin Questions
Isolation of one account

I started inviting co-workers to my Lucid account, which was attached to my personal account. Now that I am leaving the company, I want to leave them with all of their data, but I want to take mine with me before joining the company. Is this posable? 

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Humas1985
Lucid Legend Level 9
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mediascaling
asked in Admin Questions
Tagging Objects in Lucidchart

Hi Everyone! Is it possible to add tags to objects within Lucidchart? For example, if we have team members ‘John’ and ‘Bob’ as different objects on an org chart can we add the tag “Team 1” to both of them? And then if we were to view the tag ‘Team 1’ would we see the objects ‘John’ and ‘Bob’ listed?  Not sure if this is a feature available within Lucidchart, or if anything similar can be done for team categorization?  Thank you! 

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Shantel Gillette
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Shok
asked in Admin Questions
Builder Badges

I have just completed the 'Diving Deeper With Lucidspark' training (via the Learning Campus) - do I get a 'Builder Badge for this?

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pmbailey2
asked in Admin Questions
New license

I have a license assigned to me.  How do I access my license?

421
Ria S
Lucid Legend Level 8
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

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Abigail M
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saulespinozactr
asked in Admin Questions
SSO and SCIM Support Questions

Hi LucidChart Support team,I am with the IT support team at Handshake, and I am reaching out to see if our current plan with you guys offers SSO or do we need to upgrade our enterprise License? Another Question: Does you guys support SCIM integration as well.  

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Leianne C
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jimbo79
asked in Admin Questions
Can't register for today's (29th Aug 2024) webinar on AI in action: Scaling workflows and increasing efficiency with Lucid

Hi.I’m trying unsuccessfully to register for today’s (29th Aug 2024) webinar on AI in action: Scaling workflows and increasing efficiency with Lucid. When I follow the email link I get a page with webinar info but no registration process. Any ideas? Thanks

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Kelsey Gaag
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ITServices_Mndx
asked in Admin Questions
deactivate account using SCIM and userdata

I was reading up on the topic of deactivating a user in Lucid using SCIM and what happens to their data.The user management faq writes:Delicense a user  The account owner or admin on an Enterprise account can delicense a user and reassign their license to another user. The delicensed user will remain on the account as a limited-access user.  To get more info I navigated to the link that was provided, but that speak about ‘another user’ who/how/what if not? Delicense a userTo convert an existing user on your Enterprise account into a limited-access user, you need to delicense them. During this process, their documents will be transferred to another licensed user on the account. So, what happens to the data of a user when it is deacticated using SCIM?

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ir37lucidchart
asked in Admin Questions
Document Tabs Are Missing

The document tabs are missing in all my folders when using Google Chrome browser. The tabs are visible when using Microsoft Edge.  

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nnnnnnnnnnami
asked in Admin Questions
Sharing with guest collaborators

Guest user URL can no longer be issued. I searched for how to set it up, but I can't find it. I can't reach security. How can I publish it?

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Leianne C
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bgarrett
asked in Admin Questions
SCIM provisioning issue: migrating from Okta to Entra

I’m migrating our company from Okta to Entra for SSO and provisioning. I successfully migrated SSO for Lucid over to Entra, but provisioning is presenting an issue.I have set it up in Entra exactly as described in Lucid’s documentation, but Entra is reporting the following error when trying to provision on demand:  3. Match LucidUser between Microsoft Entra ID and Lucid EntrySynchronizationErrorResultFailureDescriptionFailed to match an entry in the source and target systems User '[redacted user email address]'ErrorCodeUnSpecifiedErrorMessageExpecting state 'Element'.. Encountered 'Text' with name '', namespace ''.ReportableIdentifier[redacted user email address] The username between the two systems match exactly, and SSO works fine, so I’m not sure what the disconnect here is.

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F
Fred L
asked in Admin Questions
Fed-up with your endless captcha

Each time I login to Lucid.app, I suddently remember why I was so annoyed the previous session.Your endless captchas are so annoying and many of the pictures are of so poor quality one can only guess if there is…. a bicycle there or not.When I finally think it is over when I click Verify, there you impose another round of captcha.This is so bloody annoying I’m about to give-up and cancel my licencePlease be sensible about your login process!!

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Kelsey Gaag
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jbenner
asked in Admin Questions
(LucidScale) something went wrong creating one or more data sources

I’m trying to import an AWS account using the python script method and keep getting this error importing the json file for multiple accounts.  I’ve done it this way many times in the past, but now I can’t get any account to complete successfully.  Am I the only one having this issue?

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G
Gammon
asked in Admin Questions
AI Prompt Flow: Have individual account but settings tab says I need to ask admin to setup?

Hello, AI Prompt Flow is connected and appearing on Lucid diagrams. However, when I go to settings tab to configure, there are no affordances to interact with. Instead, message, “Ask an account admin to connect a model to execute prompts on the canvas.”I am only user, is an individual account. I don’t have someone else to ask to help set me up (well, except y’all) and I can’t find where I would toggle my own permissions.Advice? TIA

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Amelia W
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seher
asked in Admin Questions
How do you get lucid certifications?

Hello all,  Salesforce admin trying to learn more about Lucid!  I’ve heard people talk about certifications, but honestly couldn’t find anything on them! Does anyone have a comprehensive document on them? Or by certs, does everyone just mean badges?  Thank you,Seher

181
Humas1985
Lucid Legend Level 9
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jvelasquezLucid support team
published in Admin Questions
JumpCloud SAML Configuration Guideadmin resource

Lucid offers SAML integrations to Enterprise accounts so that admin can easily manage user sign-on using their IDPs. Integrating Lucid with JumpCloud enables your users to authenticate using SAML single sign-on through JumpCloud. The purpose of this post is to provide instructions on how to configure JumpCloud SAML to work with Lucid. This is not an officially supported IdP, so you may notice that the instructions or screenshots in Ping may become outdated over time.Before proceeding with the steps in this guide, please refer to the Lucid SAML authentication instructions provided in the Configuring SAML with unofficially Supported IdPs post.To configure JumpCloud to work with Lucid, follow these steps:In the JumpCloud admin console:Click on SSO Applications on the sidebar. Click Get Started. Using the search bar, search for the Lucidchart application. Click on Lucidchart. Click Next. The Display Label and Description can be edited at this step but is not necessary fr configuration. Cli

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J
M
mschwartz
asked in Admin Questions
Exported user data does not match users in system

When I export All User data, the list of users in the system does not match the users in the export.   There is less users in the all user data export than what is in the admin user list.

292
Leianne C
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SahiMue
asked in Admin Questions
Templates are not working

Hello Admins,For a few days I am unable to use any templates. I can open it and use it but the template itself does not integrate correctly. Only the header and explanation are visible, sometimes the legend. I highly appreciate any support on solving the issue.

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Humas1985
Lucid Legend Level 9
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jvelasquezLucid support team
published in Admin Questions
Google SAML Configuration Guideadmin resource

Integrate your Lucid Enterprise account with Google to enable your users to authenticate using SAML single sign-on (SSO) through your identity provider (IDP). The purpose of this post is to provide instructions on how to configure Google using SAML to work with Lucid. This is not an officially supported IdP, so you may notice that the instructions or screenshots in  may become outdated over time.Before proceeding with the steps in this guide, please refer to the Lucid SAML authentication instructions provided in the Configuring SAML with unofficially Supported IdPs post.To configure Google to work with Lucid, follow these steps:Navigate to the Google Admin Console. Click Apps. Select Web and Mobile apps. Click Add Apps. From the dropdown select Search for apps. Search for Lucid. Click Select next to the Lucidchart icon. Click DOWNLOAD METADATA to download the metadata file. Click CONTINUE.    In the ACS URL section add your ACS URL, this is structured like: https://www.lucidchart.com/

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J
jvelasquezLucid support team
published in Admin Questions
Ping Identity SAML Configuration Guideadmin resource

Integrate your Lucid Enterprise account with Ping Identity to enable your users to authenticate using SAML single sign-on (SSO) through your identity provider (IDP). These setup instructions are applicable to the Ping Identity products: PingID, PingOne, and PingFederate, but for the sake of this article, we'll refer to it simply as Ping.The purpose of this post is to provide instructions on how to configure Ping SAML to work with Lucid. This is not an officially supported IdP, so you may notice that the instructions or screenshots in Ping may become outdated over time.Before proceeding with the steps in this guide, please refer to the Lucid SAML authentication instructions provided in the Configuring SAML with unofficially Supported IdPs post.To configure Ping to work with Lucid, follow these steps:Log into your Ping Identity account. Navigate to your Ping Identity Admin console. Select Your Environment. Click Connections. Click on the Applications drop-down menu Select Applications Cl

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J
J
jvelasquezLucid support team
published in Admin Questions
Configuring SAML with unofficially supported IdPsadmin resource

Integrate your Lucid Enterprise account with an identity provider (IdP) to enable your users to authenticate using SAML single sign-on (SSO) through your IdP. The purpose of this post is to provide instructions on how to configure unofficially supported IdPs to work with Lucid via SAML. Before you configure Lucid with an IdP you will need to follow these SAML authentication steps in Lucid:Select Admin. Click Security in the left-hand menu. From the dropdown, select Authentication. Select Configure to the right of the “Allow SAML authentication” option to navigate to your SAML Activation page in Lucid. You will not be able to enable SAML until you have populated your domain and uploaded metadata. Under "Lucidchart Sign in URL," enter your Domain name. Ensure the domain you are using is not already in use, which will cause the XML file to not upload properly.   Click Save Changes. Scroll down on the SAML Activation page of Lucid and click Add Identity Provider to upload the XML file

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Kira
KiraLucidite
posted in Admin Questions
Lucid for Slack: integration update

Users on Enterprise accounts or Team accounts with Lucid Suite bundles that have an account-level Slack integration enabled will now receive a Slack notification at licensing that informs them that they have access to the Lucid Visual Collaboration Suite. This notification is designed to ensure that your users are able to take full advantage of licenses that your account has already purchased. For more information, check out this article.

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Kira
D
Lucid Legend Level 1
Dave OLucid Legend Level 1
asked in Admin Questions
Transfer Ownership of Team Hub to a different user

I created a Licud Team Hub and would like to transfer ownership of the Team Hub to a different user that is already a member of the Team.  Is there a way to do that

181
Eric R
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S Cohos
asked in Admin Questions
Viewing Flowcharts Without Color

Currently my canvas does not show shape colors - not sure why. It is very difficult to review the flow chart as I have to flip to PDF export to see how the colors are being shown. Can anyone provide support as to why the shape colors only show up in the PDF export and not in the canvas? 

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