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| The password validation rules specified by your administrator will be applied each time a password is set or modified. |
User Groups
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User Groups are used to control notifications and to allow Users to be selected as a group in certain places within Lucidity, such as when creating Actions. Each User can be added to as many User Groups as necessary to enable them to receive the required notifications. Note that each Lucidity module has a series of automatic notifications that are delivered in response to certain actions within each module. These notifications do not require any User Group selections in order to be sent.
To add People to a User Group, follow these steps:
- Open the Users tab within Access and select the User Group menu.
- Open the User Group which is to be modified by clicking the row or the Edit icon.
- Add and remove People from the user group by clicking the Add and Delete icons as required, as shown below:
- Click Save when done.
It is also possible to control which User Groups are allocated to a specific Person by following these steps:
- Open the Users tab within Access and select the Users menu.
- Open the Person which is to be modified.
- Within the User Groups panel half way down the screen, add and remove User Groups from the Person by selecting the Add and Delete icons as shown below:
- Click Save when done.
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Note that Notifications are 'scoped', which means that a User will receive Notifications relating to all records or entries that they have permission to view. If notifications are to only be sent to a User for a specific Business Unit, Project or other part of the business, then the User must also be scoped to only view that part of the business. |
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| Privilege | Comments |
|---|---|
| Administrator | Access to Settings, Tools and all other tabs in Lucidity Incident |
| Audits / inspections | Access to the Audits / Inspections tab |
| Closeout Manager | User appears in the Closeout Manager drop-down and can be selected as a Closeout Manager |
| Column configuration | Able to view the Column Configuration button and modify the columns displayed on screen or in the excel export |
| Configure settings - enabled features | Provides access to the Configuration menu item within the Settings tab, from where certain Lucidity Incident features can be enabled or disabled. |
| Create (report and manage) | A user can create an entry and access the report and manage pages of any entry they create. |
| Create (report only) | A user can create an entry and access the report page of any entry they create. |
| Dashboard widgets user | Create, view, edit and delete new dashboard templates (Dashboard Template Manager) &/or add dashboards from a template, view, edit and delete own dashboards and widgets (Dashboard widgets user) |
| Dashboard readonly widgets user | Can access the Dashboard but only in a read only manner i.e. cannot edit, add or remove widgets. Their dashboard(s) must be set up by another user with edit permissions. |
| Dashboard template manager | Able to create, edit and delete Dashboard templates. |
| Delete Issues | Delete an entry |
| Edit Issue | Edit the report page of any existing entry. |
| Issue admin | Able to edit closed incidents which are normally readonly. |
| KPI's - Delete | Delete KPI |
| KPI's - Delete Categories | Delete KPI category |
| KPI's - Manage | Create, view and edit KPI |
| KPI's - Manage Categories | Create, view and edit KPI category |
| Manage Issues | Edit the manage page of any entry. Would normally also allocate the "Edit Issue" permission at the same time. |
| Manage Incident Actions | Access to the All Actions menu within the Actions Tab |
| Manage Subcontractors | Manage the contractors list in Settings |
| Meetings / other | Access to the Meetings / other tab |
| Regulatory notification | Access to the Regulatory notification tab |
| Report emailing administrator | Can use the MyEmails functionality to send emailed reports to other users. Without this permission a user is only able to schedule reports to be sent to themself. |
| Reports | Access to the Reports menu |
| Reset Incident to Draft | Reset any entry to Draft |
| Responsible Manager | User appears in the Responsible Manager drop-down and can be selected as a Responsible Manager |
| Statistics - Data Entry | Enter data for the Statistics tab |
| Statistics - Report | View the Reports menu within the Statistics tab |
| Tools | Access to the Tools / Settings menu |
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