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Assigning and configuring profiles
Who is this article for?Administrators and Managers who want to learn about assigning and configuring profiles.
Administrator permissions are required to follow some of these steps.
Access profiles provide users with various levels of privileges and access to different parts of the Lucidity system, ranging from general user access, manager access to system administrators.
1. Profiles and roles
Video: Assign Access Profiles
Assigning a profile to a user will remove all previous role and scope assignments excluding home organisation scoping.
Users can only be assigned one profile and these take precedent over any previously assigned roles. The users roles will now be set to match those within the allocated profile.
2. Assigning Profiles
Access profiles are created by administrators via the Permissions tab in Lucidity Access.
To assign a user a profile, from the relevant user account:
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Select the relevant profile from the available drop down.
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Click Save.
3. Assigning Roles - Advanced Functionality
It is recommended wherever possible profiles are utilised in preference to roles. However there may be occasional circumstances where profiles don't fit the requirements and roles can be used instead.
Access roles are created by administrators via the Permissions tab in Lucidity Access.
To assign a user access roles, from the relevant user account:
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Select the required module from the tab options.
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Select the required access role from the list.
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Apply scoping as required.
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Click Save.
3.1 Editing Roles
If a user's profile or role they are assigned changes or privileges in a role they already have been assigned to change, the user will need to log out and back in to the system for the changes to take affect.