You can share documents, boards, models, folders, and Team Spaces from your Lucid Home page and from within the editor. You can manage the permissions for collaborators, and transfer ownership of your documents. You can also use Join ID to provide a quick way for collaborators to access a document, board, or model for a limited window. Read on to learn more.

If you are a FedRAMP user, documents can only be shared within the FedRAMP environment. To learn more, see our FedRAMP overview article.

Create a shareable link

Create link from the Home page

To create a shareable link for a document, folder, or space from the Lucid Home page, follow these steps:

In your Lucid Home page, hover over the thumbnail of the document, folder, or space you would like to create a shareable link for.
Click the three dot more button on the thumbnail.
Select Get Link.
Toggle on “Shareable link”.
Use the dropdown to adjust the permissions associated with the link.
Click Copy link.

Create link from the editor

To create a shareable link for a document or space from the editor, follow these steps:

Open the document or space you would like to share.
Click Share in the top right corner.
Select the “Link” tab.
Toggle on “Shareable link”.
Use the dropdown to adjust the permissions associated with the link.
If you would like your collaborator to see a specific view, check the box next to "Link to current view".
- If you are trying to share a link to a selected Frame in Lucidspark, you can check the box for “Link to selected frame”. Refer to our Organize content with Frames in Lucidspark article for more information.
Click Copy link.
- You can also get the shareable link by copying the URL from your address bar. Additionally, if you are sharing a Lucidspark board or Lucidchart document, you can copy the shareable link by clicking the link icon to the right of the Share button.

Set a passcode and expiration for a shareable link

Setting a passcode and expiration for shareable links is only available to Enterprise accounts. See the Upgrade your Lucid account article for instructions to upgrade.

Follow the steps below for setting a passcode or expiration:

Navigate to the Link tab of the Share dialog of a document or board from the Documents Page or editor, as explained in the sections above.
Toggle on “Shareable link”.
Click Add security.
To set a password, check the box next to “Passcode”.
To set an expiration for the link, check the box next to “Expiration” and select a date and time.
- If an admin has set a default expiration date for shareable links, you will not be able to set an expiration date for longer than the default an admin has set.
Click Copy invitation.

Note: An expiration applies to the shareable link only. This means all collaborators who accessed the document or board prior to the link expiring will continue to have access to the document or board. To revoke access from a collaborator, you will need to unshare the document or board with them.

Manage collaborators

Transfer document ownership

You can transfer ownership of documents and boards from both the Documents page and from within the editor.

To transfer ownership, follow these steps:

Navigate to Share from your Documents page or from within the editor of the document you wish to transfer ownership of, as described in the sections above.
Select Manage in the Collaborators section.
Click the sharing permissions icon for the person you would like to transfer ownership to.
Select Make owner.
In the confirmation window that appears, select whether or not you would like to remain as a collaborator.
Click Make owner.

The new owner will receive a notification that they are now the owner of the document or board.

Learn more: The ability to restrict document ownership transferring to your account or turn it off altogether, is only available to Enterprise accounts. For more information, check out our Lucid admin panel: Security settings article.

Join ID

Using a Join ID allows you to generate a short code that you can quickly send to collaborators to give them access to your document.

Generate a Join ID

Open the document that you want to generate a join ID code for.
Select Share in the top right corner.
Click Join ID.
Click the Join ID toggle to enable Join ID access.
A 6-digit Join ID will be generated which you can copy and share with collaborators.

Access using Join ID

When someone shares a document using a Join ID, follow these steps to begin collaborating:

Copy the Join ID.
Navigate to lucid.app and log in.
Click the + New button.
Click Enter Join ID.
In the pop-up that appears, paste the Join ID.
Click Join.

Note: Join ID works independently from password protected and expiring links. Join ID access automatically expires after two hours, or when disabled, whichever comes first.

For Enterprise admins

As an Enterprise admin, you can control your users’ ability to grant Join ID access to their documents. To allow Join ID access, read our Lucid admin panel: Security settings article.

FAQ

If I share a Lucidchart document that has linked data attached to it, will collaborators have access to the dataset?
Yes, by default collaborators will be able to access any linked data associated with a Lucidchart document. However, you can prevent them from having this access by deleting the linked sheet from the document prior to sharing. When you do this, your data values and inserted text will be preserved. Please see the Link data to a Lucidchart document article for more information about data linking.

How can I unshare a shared document or space?
If you change your mind and want to unshare, open the document or space. Then, click Share again, select Manage in the Collaborators section, and then click “X” to remove the collaborator. You can also adjust your collaborator’s editing permissions here.

Can I share a document with individuals that do not have a Lucid account?
If you share a document with someone that doesn’t have a Lucid account, they will be directed to create a free Lucid account in order to access the document. Alternatively, you can Publish your document if you want to share a document for viewing without requiring login.

Collaborators are limited to the offerings available to the account level they are on. For example, if you are on an Enterprise account and share a document with someone that creates a free account, they will have limited ability to edit the document even if you select “can edit and share” permissions. This is because free users are limited to 60 objects per Lucidchart document and do not have access to advanced features in Lucidchart documents or Lucidspark boards. Refer to our Lucidchart Plans and Lucidspark Plans articles for specific details on which features are available based on the user plan.

If you are on an Enterprise account and using Lucidspark boards, you can create a Guest Collaborator link to allow users without a Lucid account to collaborate on your board.

Can I notify collaborators via email that I shared a folder, document, or space with them?
Collaborators will be notified via email by default when you share with them. If you would like to turn off the notification when sharing, uncheck the box for “Notify via email” before clicking Invite.

Team admins can force automatic email notifications, so if you do not have the option to disable notifications it is likely that your Team admin set email notifications as mandatory.

Can I add a document that has been shared with me to one of my folders?
Yes. You can create a shortcut to a document that has been shared with you by dragging it into “My Documents” or a folder you have created in your Lucid Home Page. Shortcuts are indicated by an arrow icon that will appear on the product-specific icon found to the left of the document title.

Documents with shortcuts will retain their original sharing permissions. When you add a shortcut to one of your folders, it will not change the document’s original location within Lucid, and therefore will also not change who has access to the document.

Why am I getting an error when editing a document someone shared with me?
If you see an error that states, “This document's creator has filled their allowed space. They must upgrade their account to save additional changes.”, it means the owner of the document has met the storage limits for their account type. To continue editing, you can ask the document’s owner to upgrade their account or you can make a duplicate of the document.

Share via name or email

Share from the Home page

Share from the editor

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