Manage Your Org with Groups

Groups in Lucidchart allow you to organize the users in your account based on relevant criteria, such as department or region. Groups facilitate easy file sharing, because users within a group can easily share documents and folders with the entire group. Groups also help admins manage their orgs more easily.
To the left of the user list you will see a tree representing the organizational structure of your Lucidchart account. At the top you will see your team name - this is the parent group that encompasses all of the users on the account. Any groups and sub-groups will be nested beneath this.

To create a group, click the pencil icon next to your team name, then select "create group."

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Click the pencil next to this group to rename it, create a subgroup within it, or delete it.

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To add a user to a group, follow these steps:
  1. Click on the row corresponding with the user in your user list.
  2. Click Edit next to "Teams and Groups" in the right panel.

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  3. Hover over the group that you would like to add them to, then click the + sign next to the group name. Click Confirm to save.

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Lucidchart supports Group Provisioning via SCIM and has custom apps in Okta, OneLogin, and Azure AD. Please see these resources for more information:
Users can easily share documents and folders with the rest of their group. Please see the Collaborate and Share Help Center article for instructions.
Group Admins are Admins that can be assigned on the group level, allowing Enterprise accounts to be managed according to an organization’s team or department.

The benefits of group admins in Lucidchart include:
  • Diffuses the licensing burden across multiple people. Account Owner and Team Admins can opt out of receiving license request emails for users that are managed by a Group Admin.
  • Gives decision-making control about licensing to managers, who are closer to the end-users and have a better understanding of their team's needs and budget.
  • Offers flexibility and does not place extra burden on managers because Team Admins can still control and manage all users across the organization.
Group Admins can perform the following actions for users in their group(s):
  • View users
  • Edit user profiles
  • Respond to license requests from view-only users
  • Add or remove licenses
  • Delete users
  • Transfer users' documents when delicensing or deleting
  • Export to CSV
As an Account Owner or Team Admin you can assign Group Admins by following these steps:
  1. Navigate to Team > Users.
  2. Right-click the group for which you would like to assign a Group Admin.
  3. Select Manage Group Admins.
  4. Search for a user, then click the + sign that appears next to their name when you hover over it. Click Confirm to save.

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