Lucid Access - Users and Groups

Lucid Access - Users and Groups

Overview

Lucid is our standard diagram and whiteboard tool for PFCSC. 
For Diagrams: Lucidchart
For Virtual Whiteboarding: Lucidspark

Requesting Access 

We have a limited number of Lucid Suite licenses for PFCSC. Before requesting access for a large number of users, please determine if the user will need access to create or edit existing diagrams. If a user only need to view diagrams/whiteboards the free viewer license is sufficient. 

To request access to Lucid: Your PF Manager will need to email infrasupport@planetcsc.com
Please list all users that need access by name and email. List if they need to view or create/edit diagrams.
Note: Users can be from external vendors!

Login to Lucid

We use SSO over SAML to access Lucid for PFCSC users. Vendors utilize email and password with MFA enabled to login.
For PFCSC Users put in your firstname.lastname@pfhq.com at the login screen.
For vendors select: Log in with password.


Sharing Diagrams

Share links expire after 30 days by default.
We allow sharing within our company if you have a Lucid account. Lucid account holders do not need a license but need to be part of our Lucid account to view shared diagrams.
To make sharing easier there is an option to share diagrams to a Team (also called Group). Teams can be managed by a PF team lead and members that are part of our Lucid account can be added to the Team.

Team (Group) Access

To request a new Lucid Team, email infrasupport@planetcsc.com with the team name and who should be in the group. Also included who from PF can manage the team.

Adding Members to a team

In your Lucid account select your name and then the team.
Note: Shared users must have an existing account.

Select manage team members and add the members to your team as a viewer or if they have a license edit and share. Note: if the user doesn't have a license and you select edit and share the user will only be able to view!

Sharing to an existing team

Select your diagram and click share. Type in the name of your group and invite the team.


Team Documents

Another method to share diagrams to a team is to move the diagram/document to the Team!
To do this select your name and change to the Team. Select documents and add documents. Pick your document that you want part of the team so all members can view it!