Centralized Office 365 deployment and SSO

Centrally deploy the Lucidchart add-in for O365

O365 Centralized Deployment enables Lucid admins to centrally manage and distribute the Lucidchart Office add-ins for Word, Excel, and PowerPoint across their entire organization or to specific users and groups. To centrally deploy the Lucidchart add-in for O365, follow these steps:

1. From the Office 365 admin panel, select Settings.
2. Select Integrated Apps.
3. Click Get Apps.
4. Search for "Lucidchart diagrams". 
   • You’ll see available add-ins for Word, Excel, Powerpoint, and Teams.
5. Click Get It Now under the preferred app.
6. Search for "Lucidchart" in the Office store.
7. Click Add next to the add-in(s) you’d like to add.
8. Select the Lucidchart Diagrams app to adjust who has access to the add-in.
9. Click Next. 
10. Click Next again to accept the permissions request.
11. Review the integration and select Finish Deployment.
12. Wait until the app shows as “Deployed,” then click Done.
13. Follow the same steps for any additional Lucidchart diagram add-ins.

Enable O365 single sign-on

O365 single sign-on allows users on your team to log in to Lucid through their O365 accounts. To enable Office 365 SSO for users on your team, follow these steps:

1. Select Admin in your Lucid account.
2. Click Security in the left-hand menu.
3. Select Authentication from the dropdown in the left-hand menu.
4. Check the box next to “Allow Office365 single sign-on." 
   • You can select or unselect any of the other methods.
5. Click Save changes.
   
    
6. If you would like to make Office 365 the default log-in method for users on your account, select it from the "Default authentication" dropdown.
   

Using the Lucidchart add-in for Word, PowerPoint, and Excel

To learn how to install the Lucidchart add-in for individual Microsoft accounts and use the integration, please see the Lucid add-ins for Microsoft Word, PowerPoint, and Excel article.

FAQ

I am not on a Team account. Can I still use the Lucidchart add-in for Microsoft Office?

Yes! The Lucidchart Microsoft add-ins are available for users on all Lucidchart account levels. To learn how to install the add-in for individual accounts and use the integration, see the Lucid add-ins for Microsoft Word, PowerPoint, and Excel article.

Is O365 single sign-on available to all account types?

Yes, O365 sign-on is available to all Lucid account types. If you are on an Individual account, you can log in with O365 through the login page. If you are on a Team or Enterprise account, you can log in via O365 if your admin has enabled this sign on method for users on your Lucid account.

What security features does Lucid support for O365 sign-on for teams?

If you have a Lucid Enterprise account, you can set up domain control with O365 sign-on for your organization. If you have a Team or Enterprise account, you can limit log-in methods so users on your account can only access Lucid through O365 sign-on.

Does Lucid support SAML log-in for Azure?

Yes, Lucid supports SAML log-in for Enterprise accounts. See the Azure SAML and SCIM Integration Help Center article for set-up instructions. If you are on a Lucid Team account and would like to upgrade to Enterprise, please contact our sales team.

I am encountering an error message when I try to log in via O365. How can I resolve this?

If you are having trouble with O365 log-in, there are a few steps to follow:

• If you are on a Lucid Team or Enterprise account, please reach out to one of your account admins to ensure that O365 SSO is enabled on your account. 
   
  • Admins: you can check this setting in the Security page of the admin panel.
• Browser cookies may be causing authentication issues; try again with an incognito or private window.
• If the issue persists, contact our support team.

Our organization is migrating from Google Workspace to O365. If we change domains and sign-on methods, will our users' diagrams stay tied to their accounts?

Yes! Changes to domains and sign-on methods will not affect the data that is stored in your users' Lucid accounts.

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