Who is this article for?

Administrators and Managers who want to learn about adding a new user.

Administrator permissions are required to follow some of these steps.

This article details how to add a new user. There are several methods which can be used to create users in the Lucidity System. Each organisation will need to develop internal processes to determine the best option to suit business needs.

1. Creating Users

Video: Add New User in Lucidity Access

Users can be manually added to Lucidity Access from the User page by:

1. Click Add New.

2. Complete the fields.

3. Click Save.

Note: The details captured for each user may vary slightly between each system configuration. Fields marked with * are mandatory. 

1.1 Definitions of Fields

User Details	Field	Description
Username	Required for users to log into Lucidity.	This is the system unique identifier and a pop-up message will appear in the event of a duplicate. A duplicate cannot be reused. Note: when a user is created via Lucidity HR, the username will automatically be set to FirstnameLastname. Users can then log in using the 'Reset Password' link, provided a notification email is provided.
First Name	Open text field
Last Name	Open text field
Notification Email	Email address that will be used for system-generated email notifications (for example, in the event of training completion requirements, task related to incidents raised or actions allocated to a user)
Password	Change Password	Required for users to log into Lucidity. Password requirements can vary dependant on business requirements and system configuration.
Home Organisation Unit	Organisational Details	These fields denote the users designated organisational areas within the business and are utilised in reports as well as for permission scoping. These will always match the organisational details in the users Lucidity HR account. There may be several drop-down fields available here, such as Division, Business Unit, Location, Department and Project. Only 1 can be selected for each area (IE - a user cannot be assigned multiple projects). When a user creates a new record in a module (eg - a new issue or form record) the home organisation unit may be automatically pre-populated for them. These automatic selections can be changed by the user as required.
Home Organisation Unit	Scope all Modules to just this Organisation	Tick to enable system wide scoping to the selected organisation only.
User Group	User Group	Click Add to assign a user to user groups.
Profile	Profile	Select the Profile to be added to the user.
Roles	Modules Listed	Used instead of profiles - cannot be used in conjunction with profiles. Recommended only used in rare occasions when profiles do not meet requirements. Select the specific access roles and apply scoping for the various modules.

2. Further Reading

• Add a new User
• Managing user accounts
• Unlocking accounts
• Archiving and deleting users
• Assigning profiles and scoping