Team Licensing Settings

Our license settings enable teams to choose a preset licensing option that works best for their situation. Only Team Admins and Account Owners have control over this function. There are three licensing options available.

With the manual grant option, admins must manually approve each and every license request from users on their account by reviewing the pending request queue. This option gives admins the most control over the allocation of licenses, but also requires the most time from admins and users.

The following steps outline the process by which a user gets a license on a team that is using the manual grant option.

  1. User logs in to Lucidchart.
  2. User attempts to use a licensed feature (e.g. creating or editing a document).
  3. User is presented with a license request dialog box.
  4. When the user submits a license request, all team admins are notified and the user's information is added to their pending request queues, which can be found under Team > Users.
  5. An admin can approve the request by going to the pending request queue and manually granting the user a license.
  6. When the user has been granted a license, he or she will be notifed by email.

Many admins would like to automatically grant licenses to users once users have indicated they need editing permissions by requesting a license. Smart grant accomplishes this. Additionally, smart grant allows admins to customize the text in the request dialog box that users see. Future versions of the custom dialog will also provide admins the ability to require users to give additional information such as manager name, cost center, etc., so that they can control the allocation of licenses without granting each license manually.

The following steps outline a user's process of obtaining a license on a team that uses smart grant.

  1. User logs in to Lucidchart.
  2. User attempts to use a licensed feature (e.g. creating or editing a document).
  3. User is presented with a license request dialog box (which admins can customize with the text they want their users to see).
  4. Once the user requests a license, it is automatically approved without any manual work from the admin.
  5. The user's page refreshes and the user is immediately able to create, edit, and comment in Lucidchart.

Quick grant provides instant licenses for users who join the team. This setting provides the highest team and user productivity, as admins do not need to manage licenses and users do not need to request them. Quick grant ensures that every user instantly gets the capabilities to create, edit, and comment in Lucidchart.

The following steps demonstrate how a user gets a license on a team that is using the quick grant option.

  1. User logs in to Ludidchart.
  2. User immediately receives a license (no request process).
  3. User can immediately create, edit, and comment in Lucidchart.