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Adding and editing Access profiles
Who is this article for?Administrators looking to add and edit Access profiles.
Administrator permissions are required.
This article will guide you through the process of creating new access profiles and modifying existing ones to ensure proper user access across your organisation's systems.
1. Adding a new profile
Video: Add New Profile
To add a new profile, from the Profile page:
- Click Add New.
- Complete the fields (see the Definition of fields below).
- Click Save to save the profile.
The details captured for each profile may vary slightly between each system configuration. Fields marked with * are mandatory.
1.1. Definition of fields
|
Name |
Definition |
|---|---|
|
Name |
Enter the name of the profile. |
|
Description |
Enter a description. |
|
Users |
Select users to be assigned the profile
Users can also be assigned profiles via their user account from the User page. |
|
Roles |
Select the roles to be added to the profile for each Lucidity module. |
2. Edit profile
Video: Edit and Delete Profiles
To edit an existing profile, from the Profiles page:
- Locate the specific profile using relevant filters.
- Click Edit to the far right of the profile.
- Adjust fields as required.
- Click Save.
3. Default profile
Video: Default Profiles
Default profiles can be created so all new users are automatically assigned a particular profile.
Note: This will apply to all user accounts in the system. It is recommended only General User profiles are used by default. Any user requiring additional access will need to have their profile manually updated.
Default profiles can be created for the different ways user profiles are added to the system. As in the example below, the following is recommended:
- Access - for all user accounts created directly within Lucidity Access (including API), a general user profile is advised.
- HR - for all user accounts created directly within Lucidity HR, a GENERAL USER profile is advised
-
Induction - it is not typically advised to use any default profile for user accounts created within Lucidity Induction.
- The self-registration process assigns the relevant permissions automatically.
- If a user requires additional access, it is recommended this is applied on a case-by-case basis.
- Once a self-registered user is converted or approved from Lucidity Induction, their profile will be added to Lucidity HR in which case the HR default profile will be assigned.