Your Lucid account settings page is where you can review and make changes to your account information, set preferences for notifications and documents, view license information, and review authorized apps and integrations. Read this article for more detailed steps.

Access account settings

Log in to your Lucid account.
Select your profile image or initials in the upper-right corner.
Click Account Settings.

Upload an account photo from account settings

Click your profile image or initials on the upper-left corner of your account settings page.
Select a file to upload.

Tip: You can also update your account photo by selecting your profile image or initials and clicking Update Photo.

Overview page

When you access your account settings, you start on the Overview page. Use this page to review:

profile and account information
notification preferences
current license and plan information
apps and integrations on your Lucid account

To make changes, select the link to see more in the bottom right corner of a tile.

Learn more: You can view the amount of storage you have used from the Overview page. If you are experiencing issues with storage, check out our Troubleshooting: Storage article.

User information

The User Information section is where you can see your name, username, email address, password, and the language set for your account. Edit your user information by selecting See more in User Settings in the bottom-right corner. Refer to the Adjust user settings section for more information.

Notifications

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Use the Notifications section of the Overview page to review your current notification alerts. You can adjust notification type by product and customize them to fit your individual needs so you are only notified when an action you want to know about occurs. To customize your notifications, click See more in Notification Settings. For instructions, refer to the Adjust notification settings section below.

Current plan or license

For users
If you are a Free user, Individual user, limited-access user (Enterprise only), or licensed non-admin user (Team and Enterprise plans), you will see a section titled “Current license” in which it outlines the license type you are on for your account type.

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For admins
If you are an account owner or billing admin on a Team or Enterprise account, you will see a “Current plan” section that outlines your current subscriptions and is where you can add more licenses. Check out the Plans and billing section for additional information.

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Integrations

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In the Integrations section of the Overview page, you can see a selection of the integrations that are available, and which Lucid products they are compatible with. A checkmark means the integration has been set up on your account and an "X" means it has not. Click See more in Apps & Integrations to make adjustments to existing integrations and to set up additional integrations. See more information in the Apps and integrations section below.

View Support tickets

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Scroll to the bottom of the Overview page to view your Support tickets, or open a new ticket to contact our Support team for product or billing assistance.

If you are on a Team or Enterprise account, this is also where you can view all Support PINs.

Learn more: For detailed steps to Generate a Lucid Support PIN, read our article.

View account owner or admin

To view a list of the account admins for your Team or Enterprise account, Click Contact List underneath the "Current license" table in your account settings. The account owner is listed first. These contacts can assist with tasks such as setting up integrations or adjusting admin panel settings. For an overview of the functionality available to account admins, refer to the Lucid admin panel: Administrator roles article.

Adjust user settings

From the User Settings panel, you can change the following information associated with your Lucidchart and Lucidspark account.

On the User Settings page, you can:

Update the first and last name associated with your account.
Select your preferred pronouns, or input custom pronouns.
- Your selection affects how Lucid refers to you throughout our products.
Select your role and role description (whether you are an in an individual contributor, people manager, or leadership role).
- Your selection helps Lucid recommend relevant content.
Set your username and email address.
Update your language preference.
Change your password.
Join a Lucid account.
Determine which data residency region your account is on.

Set your preferred account language

Log in to your Lucid account.
Select your profile image or initials in the upper-right corner.
Click Account Settings.
Select User Settings from the menu to the left.
Scroll to the “Language Settings” section.
Click the Display Language dropdown and select a language from the list.
Select Save changes in the upper-right corner.

Note: Supported languages include Dutch, English, French, German, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, and Swedish.

Change your password

In your account settings, select User Settings from the menu to the left.
Scroll to the “Change Password” section.
Type your new password twice, and your current password to verify.
Select Save changes in the upper-right corner.

If you don't know your password, you can set a new password or reset your password by selecting Forgot your password? to the right of this section. For more detailed steps to change or Reset your Lucid password, check out our article.

Note: If you are using Google SSO (or another single sign-on method), you will first have to set a password, which you can do by scrolling down and clicking "Forgot your password?" A link will be sent to the email address associated with your account with instructions.

View account information

If you are on a Team or Enterprise account, you can view the “Account information” section which includes the name of the account you belong to as well as any subgroups you are in.

Set default document preferences

The Document Settings tab of your account settings is where you can set preferences for all Lucidchart documents and Lucidspark boards.

Backup and restore

To download a backup of your Lucid documents and save your files locally:

Click Download.
From the options, select which folders you want to download by checking the corresponding boxes.
Click Start download.

You can then restore these files to any account by uploading the file under "Restore" and clicking Restore from backup.

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You can learn more about how to transfer files via Backup/Restore in our Transfer Lucid documents article and how to backup your files to Google Drive in Integrate Lucidchart with Google Drive and Integrate Lucidspark with Google Drive articles.

Note: The .laf file downloaded using the "Backup" feature is a Lucid-specific file type. Your device will not be able to open it. To view the backed up file, you need to upload it to Lucid using the "Restore from backup" option.

Set Lucidchart document preferences

Select the Lucidchart tab at the top of the page to navigate to the Lucidchart page. You can set further customization options that only apply to your Lucidchart documents. With these preferences, you can:

Set the default zoom
Adjust the default line binding
Set the default page units (inches vs. centimeters)
Determine what happens after drawing lines
Set the default page size and format
Toggle grid lines
Enable page tiling
Enable IconFinder search
Enable tips

Set Lucidspark board preferences

Select the Lucidspark tab at the top of the page to navigate to the Lucidspark page. You can set preferences for default shareable links that only apply to Lucidspark boards.

Adjust notification settings

Enable or disable document notifications

Enable or disable notifications for document comments, document changes, and document/folder shares. You can also choose if you want to receive desktop notifications from Google Chrome.

Learn more: These settings refer to the notifications posted to your activity feed and are found under the bell icon on your Documents page. Learn how to adjust notification settings for specific documents in our Lucid Home Page article. To learn how to manage your email notifications, refer to Unsubscribe from Lucid emails.

Set communication preferences

Check the box(es) next to the product(s) you want to receive occasional updates from.

Set Slack notification preferences

If you have the Slack integration set up for your account, you can select when you receive Slack notifications for document comments, document access requests, and document/folder shares.

Note: If you use both Lucidchart and Lucidspark, you can opt to select these notifications for neither, one, or both of the products.

Plans and billing

The Plans & Billing page allows you to understand and manage your subscription(s) in one place. On this page, you can:

View and manage current plan details.
Review license information, purchase more licenses, and set auto-upgrade preferences.
View and update your billing information including payment details and billing cycle.
Cancel your plan.
Preview or download invoices for past payments you’ve made for your plans.

Please note:

If you do not currently have a paid subscription for one of the Lucid products, you will see options to upgrade to premium tiers if you select a product specific tab at the top of the page.
If you are not the account owner or a billing admin, you will not be able to see this tab.

Apps and integrations

Review websites and applications with access to your documents

View and manage external applications and websites that have access to your Lucidchart documents and Lucidspark boards.

You can revoke access at any time by clicking the X next to the application name. If you need to restore access, re-authenticate your Lucid account in the integration’s setup process.

Use the Integrations panel to view and manage your critical integrations with your Lucid account. Choose either the Lucidchart or Lucidspark tab at the top of the page to view those integrations for a Lucid product.

Learn more: For more information on all integrations available to Lucid products, take a look at our Lucid Integrations Marketplace article.

Delete your Lucid account

If you are a user on a free or Individual account, navigate to our Delete your account and personal data from Lucid Software article for steps to delete your account. If you are a user on a Team or Enterprise account, you are not able to delete your own account and will need to reach out to your account’s admin. For more information and detailed steps, check out the article linked above.

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