Integrate Lucid with Google Workspace

For service and super admins: Install Lucidchart or Lucidspark for Google Workspace

To link an existing Lucid account to Google Workspace, you will need your Lucid account to be set up under the same email address as your domain email address. You can easily change your Lucid email address in your Account Settings.

First, make sure your admin user has the correct permissions:
 

1. Navigate to the directory in Google Console. 
2. Click on Users.
3. Select your admin username. 
4. Scroll down and select “Admin Roles and Privileges”.
5. Make sure the following roles are assigned: 
   
6. Click Save.

To install Lucidchart, Lucidspark, or Lucidscale for Google Workspace, follow these steps:

1. Select Apps.
2. Navigate to the Google Workspace Marketplace apps.
3. Select Apps list.
4. Click “Add apps to domain install list”.
5. Search for the Lucidchart, Lucidspark, or Lucidscale Diagrams for Google Suite apps.
   • Note: There are two Lucidchart applications, “Lucidchart” and “Lucidchart Diagrams for Gmail”.
6. Select Admin Install.
   
7. Click Continue.
8. Indicate whether you want to install the app for everyone at your organization or only certain groups.
9. Click Finish to complete the installation.

Enable Google OAuth log-in (Google SSO)

Once you have installed Lucid for your Google Workspace domain, you can adjust your team's login settings so that any user on your team's domain can log in to Lucid with their Google account.

To set Google Single Sign-on as the default login method for users, follow these steps:

1. Log in to your Lucid account. 
2. Navigate to your admin panel by clicking Admin.
3. Expand the Security dropdown in the left-hand menu of the admin panel. 
4. Click Authentication from the breakdown of left-hand menu options.
5. Make sure "Allow Google single sign-on" is selected. You can select or unselect any of the other methods.
6. Select Google SSO from the default authentication dropdown.
7. Click Save changes.

Google Drive backup integration

With the Google Workspace integration, you can require automatic backups of each user's files to their Google Drive account. Backups are stored as .laf files in each member's Google Drive and can be restored in their Lucid account at any time.

To access this setting, choose App integration in the left-hand menu from the Admin Panel, choose Google Workspace, and then select the Google Drive Integration tab from the navigation bar on the left. Then, you can enforce weekly backups, not require a backup, or prevent backups entirely.

Provision users with Google Workspace 

Lucid can sync with your Google Workspace domain to automatically provision or delete users when you add or remove them from your Google Workspace administration portal. Important Note: To use Google Workspace to provision users on your Lucid account, you must install the Lucidchart app from the Google Marketplace, regardless of which product(s) you’re using. 

Google Workspace provisioning is only available to Enterprise accounts. To upgrade, please contact our sales team.

Sync settings

Once you set up your Google Workspace connection, you need to make sure you have correctly set the Google Workspace provisioning settings in the Lucid Admin Panel under the Google Workspace App Integration. Select the Sync Settings tab to access the following page.

From here, you can choose whether the changes made in your Google Workspace account will affect the provisioning and de-provisioning of those users in Lucid.

If you opted to automatically provision users when they are created in your Google Workspace account, they will be automatically added without invitation emails. However, any pre-existing users in Google Workspace from before provisioning was set up with Lucidchart will not be automatically added. Invitations will be sent to those users and they will remain in “Pending” status until they accept the invite.

If you opt to enable the automatic deprovisioning of users when they are deleted from your Google Workspace account by checking the second check box, the documents associated with users being removed will be transferred to the default document owner to ensure no data is lost with the deleted user. The user will no longer appear under your Users list in the Lucid admin panel once they’ve been deleted.

Licensing settings

Adjust your licensing settings to make sure you have accounted for how users will receive licenses post their creation or upon a license request. If you are using both Lucidchart and Lucidspark, you will need to select these settings for both products. To see the steps, read our Lucid admin panel: License settings article.

In the Lucid admin panel, you can add existing G-suite users before they are provisioned in Lucidchart. Invitations will be sent to these users, and their status will stay as "Pending" until they accept the invite. After you enable Provisioning, new G-suite users will be automatically added to Lucidchart. No invitation emails will be sent, so users aren’t required to accept an invitation.

Integrate Lucid with Google Chat

Use Lucid's integration with Google Chat to instantly share document links from a chat. Read the sections below for information on how to set up and use the integration.

Set up the integration

If the Google Workspace integration has been enabled and installed by your account admin, you already have access to this integration. Check out the Share documents in Google Chat section to learn how to use it.

If the Google Workspace integration has been enabled by your account admin but not installed, you can install the Google Chat integration by following these steps:

1. Open Google Chat by going to chat.google.com.
2. Select Lucidchart or Lucidspark from the "Apps" menu on the left side of the page.
3. Underneath the message that says "Lucid requires configuration", click Configure.
4. Select the Google account you want to connect to.
5. Review the permissions, then click Allow.

The integration is now configured and is ready for use. You may still see the message stating that “Lucidchart requires configuration”—this doesn't mean the configuration didn't work. Check out the next section to learn how to use the integration.

Share documents in Google Chat

In any Google chat, you can share a Lucid document by following these steps:

1. Type "/lucidSearch" into the text entry box.
2. Press “Enter” on your keyboard to send the message.
   • This message is only visible to you.
   • The first time you do this, you may be asked to add the app and log in to Lucid.
3. In the panel that appears, type a keyword to search your Lucid documents.
4. Select a document.
5. Click Send to chat.

Anyone in the chat can click Join Now to open the document. If anyone in the chat doesn't have permission to view the document, you'll need to share it with them before they can access it.

FAQ

Can I use Google Workspace to assign licenses to users in Lucid?
No. You can provision users with Google Workspace, or set up a Google Workspace SAML/SCIM connection with user provisioning, but it is not possible to assign licenses to users with this connection.

Why did I get a message that "Lucidchart requires configuration" in Google Chat?
This message is related to a recently added Google Chat and Lucid integration. This message appears when you have the Google Workspace integration enabled by your admin, but not installed. To use Google Chat and Lucid, click Configure in the message and follow the prompts to begin using Lucid docs in Google Chat. If you do not plan to use this integration, no action is required. 

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