Confluence Integrations: For Team and Enterprise Admins

If you are an admin of a Lucidchart Enterprise or Team account, you can install the Lucidchart App to your Confluence Cloud or Server instance.

If you do not have a Lucidchart account, a free team trial is available on the pricing page. If you have already completed a trial and currently have a Free, Personal, or Professional account, go to the Subscription Level page within your account and select the appropriate team license tier.

Before you can configure the Lucidchart app to your instance, you must first install the app. Please follow these steps to do so:
  1. Log in to your Confluence instance as an admin and navigate to your Settings.

    confluence_cloud_settings.png
  2. Click "Manage Apps" to navigate to your App Marketplace.

    manage_apps.png
  3. Click "Find new apps."

    find_new_apps.png
  4. Search Lucidchart and click on the Lucidchart Diagrams Connector tile.

    the_lucidchart_diagrams_connector_for_confluence_cloud.png
  5. Click "Get app."

    get_app.png
  6. In the window that pops up, click "Get it now."

    get_it_now.png

    You should see a confirmation message stating that you have successfully added the app.

    configure_message.png

    Click "Configure" and follow the instructions in the next section to configure the app for your Confluence instance.
After installing the Lucidchart Diagrams Connector, you will need to configure it to your Confluence instance. Follow these steps to do so:
  1. Log in to your Confluence instance as an admin and navigate to your Settings.

    confluence_cloud_settings.png
  2. Under "Lucidchart Add-On," click "Configure."

    configure_app_.png
  3. Log in to your existing Lucidchart team account if you are not already logged in.

    enter_credentials_for_confluence.png
  4. In the next page of the dialog, click “Grant Access” to allow Confluence to access your Lucidchart account.

    grant_access.png

    You should see a confirmation message stating that you have successfully configured the Lucidchart app.

    configuration_confirmation.png
Before you can configure the Lucidchart app to your instance, you must first install the app. Please follow these steps to do so:
  1. Log in to your Confluence instance as an admin and open the Administrative menu.
  2. Click “Add-ons,” then "Find New Add-ons" on the left sidebar.
  3. Search the Atlassian Marketplace for Lucidchart and click “Install.”

    install_the_connector_confluence_server.png
  4. Click Accept & Install, wait for the download, and close the dialog box.

    confirm_and_isntall.png
Once you have installed the Lucidchart app, follow these steps to Configure the app to your instance.
  1. Click “Manage” and “Configure” to grant Lucidchart access to Confluence.
  2. Log in to your Lucidchart account if you are not already logged in.
  3. Select “Link Account” to connect your Confluence instance to your Lucidchart team.

    configuration_grant_access.png
Manage Your Team
Manage your Lucidchart team directly in Confluence with the admin dashboard. Visit the General Configuration age to ensure that your account is linked, then click the “User Management” tab.

  • Lucidchart Team Users

    confluence_server_team_management_team_users.png

    This table is a list of users that are currently on your Lucidchart team and indicates whether they have connected their Lucidchart account with Confluence. Users that appear in this table are on a paid Team or Enterprise account. You can manage additional team settings from your Lucidchart account on the Subscription Level, or using the second table on the User Management page.
  • Lucidchart Users (not on your team)

    confluence_server_team_management_non_team_users.png

    This table is a list of all users from your instance who have clicked “Add Lucidchart Diagram” from inside Confluence and were auto-provisioned accounts but were not automatically placed on the paid Team or Enterprise subscription. They are not on the Team or Enterprise subscription because either the team is full or the checkbox below the table is unchecked. Simply click “Add to team” to place them on the paid Team or Enterprise subscription so they can enjoy the full functionality of Lucidchart.
  • Auto-provision Settings

    confluence_server_team_management_auto_add.png

    This checkbox at the bottom of the page makes it easy to control how users from Confluence are able to join Lucidchart. Check the box if you want the Team or Enterprise subscription to fill up on a first-come-first-serve basis. Uncheck the box to be able to individually select which users will join the team.

    Use the information in these tables to determine which Lucidchart team users are connected to Confluence and which Lucidchart users have connected their accounts to this Confluence instance but are not yet on your team

    Click the blue “Add to Team” link to start managing these users. Choose “automatically add new users to your Lucidchart Team.” If you don’t have licenses available, click the blue link to go to your Lucidchart Team Management Page and reassign licenses. Or, visit your Lucidchart Subscription Level page to upgrade to the next license tier.
Once your Lucidchart account is configured to your Confluence instance, you will be able to insert Lucidchart diagrams directly into the Confluence editor. To allow collaborators to use the Lucidchart app, you will need to invite them to join your Lucidchart team. You can add users and manage their licenses through the Lucidchart admin panel.

Sharing permissions for documents in both Confluence Cloud and Server will be inherited from the Confluence page. This means that if you can view and edit a Confluence page, you will be able to view and edit the documents on that Confluence page.
When migrating instances, your inserted diagrams will carry over, but they won’t display. The frame will either be blank or display an error message: "Diagram not found. This diagram is linked to a page or an attachment that has been deleted."

In order to have your inserted diagrams display after you migrate instances, you will need to reinsert them or select to update them. When you do so, the URL associated with a diagram will be redirected to point to your new instance, rather than your old one, and allow it to display correctly in the frame again.

If you are migrating to or from our OnPrem application for Confluence, please see this article for guidance on how to do this.