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Creating a new Induction user
Who is this article for?Administrators who want to learn how to create a new Induction user.
Administrator permissions are required.
Creating new users in Lucidity Induction is a fundamental step in managing your organisation's induction and training processes. This guide will walk you through the step-by-step procedure of adding a new user, including setting up their profile, assigning appropriate permissions, and linking them to relevant induction courses, ensuring a smooth onboarding experience for new team members.
1. Users
The User page allows administrators to create and edit user account information.
Video: Users Overview
From the User page, administrators can:
- Create new user accounts.
- Manage existing user accounts including:
- Edit user accounts.
- View user records.
- Convert user to other Lucidity Applications.
- Merge duplicate accounts.
- Manage user course group allocation.
- Delete user accounts.
- Export list of users to Excel.
2. Induction users
Users created in Lucidity Induction can also have accounts "converted" to allow all their details to be copied into a standard user profile in Lucidity HR and their completed records listed in Lucidity Competency. Therefore, the User page is split into users and converted users.
- User Page: This page lists all new user accounts as well as all existing user accounts which have not been converted.
- Converted User Page: This page lists all existing user accounts which have been converted.
This means, when an administrator is trying to locate a user account, both the User page and the Converted User page may need to be searched.
Even once converted, user accounts in Lucidity Induction are not linked to the user profile in Lucidity HR. The information is copied only, not linked. Therefore, any changes made to the Induction account will not be reflected in the HR account and vice-versa.
Instructions in this section are relevant to Lucidity Induction user accounts only and are valid for both the User and Converted User pages.
3. Creating a new user
Video: Create and Edit User
If a user is not creating their own account via self-registration, administrators can create an account on their behalf. Basic information will be required from the user.
To create a new user account, from the User page:
- Click Add New.
-
Complete the fields as required (see table Definition of fields below).
-
Click Save to save the user.
The details captured for users is completely configurable and each organisation will have different details they require. The below is a sample only. Fields marked with * are mandatory.
3.1. Definitions of fields
|
Field |
Definition |
|---|---|
|
Your Details |
First Name |
|
|
Last Name |
|
|
Phone |
|
|
Mobile |
|
|
Working Visa |
|
|
Company |
|
|
Location |
|
|
Job Title |
|
Next of Kin |
Next of Kin First Name |
|
|
Next of Kin Last Name |
|
|
Next of Kin Primary Phone Number |
|
Account Details |
Username (This must be unique to all other accounts in the system) |
|
|
|
|
|
Password |
|
|
Confirm Password |