Lucidchart Core Workflow B

Lucidchart — Collaboration & Sharing

Overview

Invite collaborators, configure permissions, and manage real-time editing sessions on Lucidchart documents. Use this workflow when you need to share diagrams with teammates, set granular access controls, track revision history, or manage comments on shared documents. This is the secondary workflow — for diagram creation and data linking, see lucidchart-core-workflow-a.

Instructions

Step 1: Invite Collaborators with Role-Based Permissions

const invites = await client.documents.share(doc.documentId, {
  recipients: [
    { email: 'architect@example.com', role: 'editor' },
    { email: 'manager@example.com', role: 'commenter' },
    { email: 'stakeholder@example.com', role: 'viewer' },
  ],
  message: 'Please review the updated architecture diagram',
  notify: true,
});
invites.forEach(inv =>
  console.log(`Invited ${inv.email} as ${inv.role} — status: ${inv.status}`)
);

Step 2: Configure Document-Level Access Controls

const permissions = await client.documents.updatePermissions(doc.documentId, {
  link_sharing: 'organization',  // 'private' | 'organization' | 'anyone_with_link'
  allow_download: false,
  allow_copy: false,
  require_login: true,
  expiry: '2026-05-01T00:00:00Z',
});
console.log(`Sharing: ${permissions.link_sharing}, expires: ${permissions.expiry}`);
console.log(`Download: ${permissions.allow_download}, Copy: ${permissions.allow_copy}`);

Step 3: Manage Comments and Review Threads

const comments = await client.documents.comments.list(doc.documentId, {
  status: 'open',
  sort: 'created_desc',
});
comments.items.forEach(c =>
  console.log(`[${c.author}] ${c.text} (${c.replies.length} replies)`)
);

// Resolve a comment thread
await client.documents.comments.resolve(doc.documentId, comments.items[0].id, {
  resolution_note: 'Updated per feedback — moved DB to separate VPC',
});

Step 4: Track Revision History

const revisions = await client.documents.revisions.list(doc.documentId, {
  limit: 10,
  sort: 'date_desc',
});
revisions.items.forEach(r =>
  console.log(`v${r.version} by ${r.author} at ${r.timestamp} — ${r.change_summary}`)
);
await client.documents.revisions.restore(doc.documentId, revisions.items[2].id);

Error Handling

Output

A successful workflow sends collaboration invites with role-based permissions, locks down document access with organization-level controls and expiry dates, and provides a full audit trail of comments, resolutions, and revision history.

Resources

• Lucidchart Developer Docs

Next Steps

See lucidchart-sdk-patterns for OAuth configuration and webhook setup.