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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 |
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| General User | Using Intranet, a user can view the dashboard and management system and create, edit and raise their own actions (scoping needs to be applied for management system) |
| Contractor Representative | Using Intranet, a contractor representative can view the contractor portal (scoping required to specific management system) |
| Manager | Using Intranet, a user can manage actions, raise actions for others, download/ upload files to the filing cabinet, view the management system and the dashboard (scoping required for management system + filing cabinet) |
| Administrator | Administrator role for Intranet (scoping required for management system + filing cabinet) |
General User
Generally, the Lucidity Intranet Dashboard page is the default landing page for end-users upon logging in. This provides access to news articles, forms, actions and links on the dashboard as well as access to the company's management system.
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Contractor Representative
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Many Lucidity Software modules can be utilised together to manage the full life cycle of companies, contractors and sub-contractors. Lucidity aims to streamline this process and, where appropriate, contractor representatives (administrators from the external company) can be given access to the system to manage their own documents and subcontractors, lightening the administrative burden for the organisation. Refer to the Using Lucidity to Manage Contractor Onboarding user guide for more details. |
Access maybe given to representatives from contractor companies to enable them to view a dedicated contractor management system page or Contractor Portal. The Contractor Portal will typically contain instructions on what they are required to do within the Lucidity system as well as links to the exact location of where to perform the task. Tasks may include create subcontractors, assigning eLearning, uploading capabilities, entering contractor documents etc throughout the various Lucidity modules.
Manager
The Intranet manager role may not always be assigned to managers within the business but is more a management of the system role. Managers will be able to raise actions for others as well as download and upload files to the filing cabinet. With correct scoping applied, managers may only be scoped to view specific folders within the document vault and/ or the filing cabinet.
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:
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