Lucid

Features

You can get started by connecting to Lucid from Trelica using OAuth to grant Trelica access to:

• Sync users, including their roles within Lucid.

Additional features (with SCIM)

To take full advantage of the Lucid integration, you'll want to connect with User licenses, Provisioning or Deprovisioning enabled, which will require a SCIM bearer token. With SCIM enabled Trelica can offer the following additional features:

• Sync more detailed user information such as their status in Lucid and which products they are assigned a license for
• Sync groups
• Create users
• Suspend users
• Assign/unassign licenses to users
• Transfer of user content to another user when unassigning a user's last Lucid license

Connecting to Lucid from Trelica

To connect, simply go to Admin > Integrations > Lucid and click on the Connect button in Trelica:

You will then be taken to Lucid and asked to consent to Trelica accessing specific elements of your Lucid data:

Finding a SCIM bearer token

In your Lucid product, go to Admin > App Integration > SCIM

Click Generate token and Lucid will populate the Bearer Token field.

Click Copy.

Actioning Lucid users

Removing access

e.g. if a person has left your organization, Trelica recommends using the Deactivate action which does both of the following:

1. Setting the user to inactive.
   • In Trelica you can perform this action on its own via the Suspend action.
   • If you've got auto-licensing enabled in Lucid, this action is particularly important as a user can exploit it to automatically grant themselves a license after you've delicensed them.
2. Delicensing the user.
   • In Trelica you can perform this action on its own via the Edit licenses action and remove any/all Lucid product licenses assigned to the user.
   • From a workflow you'll likely want to configure all of the following as licenses to remove:

     • Lucidchart

     • Lucidscale Creator

     • Lucidscale Explorer

     • Lucidspark

   • As you'll be delicensing the user from all products, Trelica will also transfer the user's content to the user defined when connecting the integration.

Reducing costs

Trelica recommends:

1. Delicensing the user.
   
   • In Trelica you can perform this action via the Edit licenses action. If you use the Deactivate action this will also prevent the user from accessing Lucid and requesting a license in future.
   • If you delicense the user from all products, Trelica will also transfer the user's content to the user defined when connecting the integration.
   • If you've got auto-licensing enabled in Lucid, a user can then automatically grant themselves a license when they need the app in future.