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Configuring Induction access roles
Who is this article for?Administrators who want to learn how to configure Induction access roles.
Administrator permissions are required.
Configuring Induction access roles is crucial for maintaining security, ensuring appropriate content delivery, and streamlining the onboarding process. This article will guide you through the process of setting up and managing access roles within your Induction system, empowering you to create a tailored and efficient learning environment for various user types.
1. Induction access roles
Users are given different permission levels based upon their access requirements. Permissions for all Lucidity applications are set via Lucidity Access and are generally configured by the system administrator. The standard roles typically provided in all new Lucidity system builds are as follows. These can be edited by system administrators as required.
|
User Role |
Role Description |
|---|---|
|
Read Only |
Using Induction, a user can view all records and user details and run reports. |
|
General User* |
Using Induction, a user can complete induction eLearning courses and print receipts. |
|
Manager |
Using Induction, a user can manage users, course records and companies and run reports (cannot delete). |
|
Administrator |
Administrator role for Induction. |
1.1. Read only
End-users may be given read only to Lucidity Induction in order to allow them to view induction completion status's and run reports.
1.2. General users
Lucidity Induction can be accessed by creating a new account or using an existing account to log in. General User access is not typically managed by administrators but is applied by default when creating a self-registered account.
Menu Options:
- Current Courses: training courses listed here identifies that there is existing eLearn training that the user is required to complete.
- Completed Courses: all completed training is listed here and can be reviewed.
Additional Tab Option:
- My Details: Lists the user's details provided during the self-registration process as well as the induction pathway options selected.
Self-Registered user accounts are not accessible via Lucidity Access by default. If this is a requirement please contact Lucidity Support to enable the Access - Display Induction Users feature.
1.3. Manager
The Induction manager role may not always be assigned to managers within the business but is more a management of the system role, often given to those who are the responsible for ensuring subcontractors have a current and valid induction completion. Managers will be able to manage all induction course status, users and companies. They will have the ability to:
- View, edit and add training records
- Edit and update user's details such as company, contact details, course groups etc
- View, edit and add companies
The menu and tab options relevant to local administrators are:
- Settings
- Records
- Users
- Companies
1.4. Administrator
Administrators will generally have access to all users and functionality within the system. In addition to the same functionality as managers, administrators can also:
- Convert user profiles to Lucidity HR and Lucidity Competency.
- Merge duplicate profiles.
- Delete training records and users.
- Convert user profiles to Lucidity HR and Lucidity Competency.
- Merge duplicate profiles.
- Create eLearn courses and assessments.
- Set induction pathways and course groups.
- Delete companies.
- Set self-registration instructions, requirements and custom fields.
- Access all menu and tab options.
2. Retaining system integrity
Only the administrator has the permission to manage master data such as courses and course groups. It is recommended that the number of administrators per instance of Lucidity Software is kept to a minimum to retain integrity and consistency across the system configuration and to avoid duplication. It is a worthwhile exercise to create a standard set of guidelines that all new master data entered must follow.