Who is this article for?

Administrators and Managers who want to learn about managing user accounts.

Administrator permissions are required to follow some of these steps.

The User menu consists of all the users in the entire system, including all self-registered users in Lucidity Induction who may not appear in other Lucidity modules.

1. User Menu

Users can be created and their access role permissions managed within Lucidity Access, which is included in each installation of Lucidity Software. Allocation of varying levels of roles, permissions and scoping can be applied to retain system security.

2. Edit Users

To edit a user's account, from the User page:

1. Use filters as required to locate the relevant user.

Note: If an account can't be located, it may be locked or archived.

2. Search for locked accounts using the Locked Accounts filter.
3. Search for archived accounts from the Archived page.
4. Click Edit to the far right.

    

   

5. Adjust fields as required.
6. Click Save to keep the changes.

3. Copy Users

Copying users is a useful function and can save administrators time when it comes to assigning access roles and scoping permissions. A common approach is to create template users for the typical user types, such as general user, manager, contractor representative etc and then copy these details for new system users.

To copy a user, from the User page:

1. Use Filters as required to locate the relevant user.

2. Click Actions to the far right .

3. Click Copy.

   

    

4. Edit the newly created account as required.

5. Click Save.

4. Reporting

There are several reports available from the Access User page. 

To generate a report, from the User page:

1. Use Filters as required to locate the relevant user.

2. All results will be displayed at the bottom of the screen.

3. Click the report type required to generate the report into Excel.

Report	Description	Rows	Columns	Image
Excel Export	A basic list report of user information	Users	Information about each user such as username, log in dates etc
Matrix Export	A matrix export showing the Access roles assigned to users	Users	Access Roles
Scope Export	A list report showing the organisational scoping assigned to users	Users	Information about each users scoping including the module and the value of organisations

5. Further Reading

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