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Mark Sheppard
September 10, 2024
Solved

Manage Editing of Layers in Lucidchart

  • September 10, 2024
  • 11 replies
  • 314 views

I am wanting to share a document in ‘Chart to a number of individuals so that they can provide input.

When I did a Google Gemini search, it suggested that I could create layers and name them for each user.  Then, I could share the document and control access to the layers so that if I named a layer “Ima User”, only ima.user@domain.org would be able to see and edit that layer only.

Gemini’s instructions went on to make mention of an Inspector panel (in the View menu) that would let me see settings for each layer, however, I am baffled as to where that panel (or equivalent) might reside.

My gut is telling me that Gemini might be operating off outdated information, so, any current guidance or assistance would be gratefully received at this end.

Best answer by Abby S

Hi Mark, good question, and @aparrish , thank you for tagging me. Unfortunately Gemini was wrong on several fronts here--there is not a way to share individual layers directly or control which layers of a document a user that you are sharing it with can see. Sharing a document will share the entire document, all layers and tabs included. 

I see two workarounds here:

  1. Separate out the document into multiple separate documents, like you mentioned. This could be done in Lucidspark or Lucidchart. Once you have the information separated out, you can share each of those documents individually. This will allow users to interact with and comment on the document, but building and maintaining multiple copies could be a challenge.
  2. Export the document and share it with collaborators as a PDF or other stationary file type. This does not allow them to edit or comment, but could be a quick fix if your collaborators don’t need either of those functions. Instructions on how to download with hidden layers can be found in this help center article.

Please let me know if you have any further questions, hope this helps!

Comments

Ashley C
Lucid support team
September 12, 2024

Thank you so much, Mark! I’ll use this exchange to help train Gemini about how layers work in Lucid and increase the chances correct information is surfaced. Appreciate you taking the time to share!