Tutorial: Configure LucidChart for automatic user provisioning

The objective of this tutorial is to show you the steps you need to perform in LucidChart and Azure AD to automatically provision and de-provision user accounts from Azure AD to LucidChart.

Prerequisites

The scenario outlined in this tutorial assumes that you already have the following items:

  • An Azure Active directory tenant
  • A LucidChart tenant with the Enterprise plan or better enabled
  • A user account in LucidChart with Admin permissions

Assigning users to LucidChart

Azure Active Directory uses a concept called "assignments" to determine which users should receive access to selected apps. In the context of automatic user account provisioning, only the users and groups that have been "assigned" to an application in Azure AD is synchronized.

Before configuring and enabling the provisioning service, you need to decide what users and/or groups in Azure AD represent the users who need access to your LucidChart app. Once decided, you can assign these users to your LucidChart app by following the instructions here:

Assign a user or group to an enterprise app

Important tips for assigning users to LucidChart

  • It is recommended that a single Azure AD user is assigned to LucidChart to test the provisioning configuration. Additional users and/or groups may be assigned later.

  • When assigning a user to LucidChart, you must select either the User role, or another valid application-specific role (if available) in the assignment dialog. The Default Access role does not work for provisioning, and these users are skipped.

Configuring user provisioning to LucidChart

This section guides you through connecting your Azure AD to LucidChart's user account provisioning API, and configuring the provisioning service to create, update, and disable assigned user accounts in LucidChart based on user and group assignment in Azure AD.

Tip

You may also choose to enabled SAML-based Single Sign-On for LucidChart, following the instructions provided in Azure portal. Single sign-on can be configured independently of automatic provisioning, though these two features compliment each other.

Configure automatic user account provisioning to LucidChart in Azure AD

  1. In the Azure portal, browse to the Azure Active Directory > Enterprise Apps > All applications section.

  2. If you have already configured LucidChart for single sign-on, search for your instance of LucidChart using the search field. Otherwise, select Add and search for LucidChart in the application gallery. Select LucidChart from the search results, and add it to your list of applications.

  3. Select your instance of LucidChart, then select the Provisioning tab.

  4. Set the Provisioning Mode to Automatic.

    LucidChart Provisioning

  5. Under the Admin Credentials section, input the Secret Token generated by your LucidChart's account (you can find the token under your account: Team > App Integration > SCIM).

    LucidChart Provisioning

  6. In the Azure portal, click Test Connection to ensure Azure AD can connect to your LucidChart app. If the connection fails, ensure your LucidChart account has Admin permissions and try step 5 again.

  7. Enter the email address of a person or group who should receive provisioning error notifications in the Notification Email field, and check the checkbox "Send an email notification when a failure occurs."

  8. Click Save.

  9. Under the Mappings section, select Synchronize Azure Active Directory Users to LucidChart.

  10. In the Attribute Mappings section, review the user attributes that are synchronized from Azure AD to LucidChart. The attributes selected as Matching properties are used to match the user accounts in LucidChart for update operations. Select the Save button to commit any changes.

  11. To enable the Azure AD provisioning service for LucidChart, change the Provisioning Status to On in the Settings section

  12. Click Save.

This operation starts the initial synchronization of any users and/or groups assigned to LucidChart in the Users and Groups section. The initial sync takes longer to perform than subsequent syncs, which occur approximately every 40 minutes as long as the service is running. You can use the Synchronization Details section to monitor progress and follow links to provisioning activity logs, which describe all actions performed by the provisioning service.

For more information on how to read the Azure AD provisioning logs, see Reporting on automatic user account provisioning.

Additional resources

Next steps