Set up Lucidchart and Lucidspark for your Google Workspace domain to easily manage your team. With these Google Workspace integrations, you can invite users on your domain to join your team, set Google OAuth Log-in (Google SSO) as team members' default log-in method, and provision users with Lucid accounts directly in Google Workspace.

Before installing Lucidchart, you will need to contact Lucid support to get Google Workspace enabled for your domain.

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:

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

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

Select Apps.
Navigate to the Google Workspace Marketplace apps.
Select Apps list.
Click “Add apps to domain install list”.
Search for the Lucidchart, Lucidspark, or Lucidscale Diagrams for Google Suite apps.
- Note: There are two Lucidchart applications, “Lucidchart” and “Lucidchart Diagrams for Gmail”.
Select Admin Install.
Click Continue.
Indicate whether you want to install the app for everyone at your organization or only certain groups or organizational units.
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 sign-on 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 sign-on method for users on your team, follow these steps:

Log in to your Lucid account.
Navigate to your admin panel by clicking Admin.
Click Identity management in the left-hand menu.
Make sure "Allow Google single sign-on" is selected. You can select or unselect any of the other methods.
Select Google SSO from the default authentication dropdown.
Click Save changes.

Google Drive backup integration (Lucidchart only)

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.

Note: Google Drive backup is currently only supported for Lucidchart documents.

Provision users with Google Workspace (Enterprise only)

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.

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. Once you are there, select the Sync Settings tab. You can choose to turn on auto user creation and/or deletion when users are created or removed from your Google Workspace instance.

The documents associated with users being removed will auto transfer to ensure no data is lost with the deleted user. The documents will be transferred to the user listed in the Provisioning settings.

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.

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

Google Organizational Units sync

Lucid can sync with your Google Organizational Units (OU). You will need to correctly configure your Google Workspace instance for the sync to work. Keep in mind, the sync process does not create, edit, or delete users. It syncs the structure of the organizational units, along with their memberships. If a user is present in an org unit in Google Workspace but not present in Lucid’s system, they will be ignored. Likewise, if a user exists in Lucid but not in any org units in Google Workspace, they will not be added to any groups synced from Google Workspace.

Organizational unit syncing is not yet possible via the Lucidspark application in Google Workspace, but the Lucidchart application can be used for this purpose even without a Lucidchart subscription. Eventually Lucid plans to transition the organizational unit sync functionality to a centralized Lucid Suite Google Workspace app.

To sync your Google Organizational units, follow these steps:

Select Admin.
Click App integrations in the left-hand menu.
Select the Google Workspace tile.
Under Sync Settings, check the box to sync your Google Organizational Units.

What to expect when syncing Google Organizational Units

Organizational Units do not begin syncing automatically after setting up Google Workspace. Make sure to initiate a sync by clicking Sync Now. If you have enabled automatic daily syncing, please allow at least 48 hours for the sync to complete.
Google OU syncs will override manual changes made in Lucid. If you want to make adjustments to your groups (adding or removing a user, make someone a non-primary user), ensure that you do so in your Google Workspace prior to syncing.
If you alter your Organizational Units (including names, configurations, memberships) within Google Workspace during a sync, it is possible that not all of your changes will be reflected. If any changes are not properly showing, you may need to run the sync again. If you have automatic syncing enabled, these mismatches will be automatically corrected with the next sync.
While the Organizational Unit sync is in progress, it is normal for customers to see incremental changes being made to their groups as it runs. They may see groups being moved around, being renamed, and users being added and removed if they keep refreshing their users page while it is in progress. If they see any groups that are created with no users in them, this is also normal. The membership of these groups will be filled out as the sync progresses.

Google Organizational Units configuration

Configure your Google Workspace instances using the steps outlined below to enable Organizational Unit syncs.

Locate OAuth scopes

An admin can find these scopes within Google Workspace under:

Select "Apps".
Click "Google Workspace Marketplace Apps"
Select "Lucidchart Diagrams"
Click "Data Access".

Enable OAuth scopes

Enable the appropriate OAuth scopes for the Lucidchart application, including:

View groups on your domain
View organizational units on your domain
See info about users on your domain

Note: If you installed the Lucidchart app prior to May 2020, these scopes may need to be enabled.

For admin: Google admin email

The install process will set the email address to the Google Workspace account’s superuser. If your superuser email has changed, please contact support.

Use the Lucidchart add-on for Google Docs, Sheets, and Slides

To learn how to install and use this add-on for individual Google accounts, see the Lucid add-ons for Google Docs, Sheets, and Slides article.

Use Lucid add-ons for Google Calendar

To learn how to install and use the Lucidchart and Lucidspark add-ons for Google Calendar, see our Lucid add-ons for Google Calendar article.

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.

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