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Control users access to Salesforce Connection in Lucid

  • March 3, 2023
  • 1 reply
  • 5 views

ginnette l

As an admin How do I restrict certain user licenses from connecting to the salesforce integration?

Leianne C
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  • Lucid support team
  • March 6, 2023

Hi @ginnette l thank you for posting in the community! Only users who are members of the Salesforce User Group in Lucid will have access to the Salesforce integration. You can manage this via the Document management tab found in the Salesforce integration. 

To find this please navigate to Lucid Admin Panel > App integrations > Lucidchart > Salesforce > Document Management. For more detailed instructions I recommend reviewing the Lucidchart Salesforce User Group Management section of the Salesforce integration Help Center article. 

I hope this helps! Please feel free to let us know if you have any questions about this feature and we'll be happy to assist. Cheers! 


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