Page Comparison

INTRODUCTION

There are 4 main sections within Access:

• Users
• Roles
• Settings
• Notifications

In order to access any Lucidity application, a person requires an appropriate Access User account. 

CREATING A NEW USER

Users can be added via Lucidity Access or Lucidity HR.  If creating via Lucidity HR, an entry in Lucidity Access is automatically created, however it has no Roles by default.  The new account can be located in Lucidity Access by opening the Users page in Access, and filtering for Users that are 'Without Roles'.  User access and permissions can then be configured as described in this guide.

If adding the new User from within Lucidity Access, an entry is created within Lucidity HR with basic information (Firstname, Lastname).  Further details can then be added if required from within Lucidity HR.

To create a new user from There is the ability to ‘Copy’ an existing user which duplicates the user access permissions. An entry is created within Lucidity HT with basic information (Firstname, Lastname). Further details can then be added if required from within Lucidity HR.

To create a copy of a user within Lucidity Access:

1. Open Lucidity Access.  By default the Users list will be displayed.
2. Click the “Actions” button for the user you wish to copy.
3. Click “Copy”
4. Update the following for the new User:
1. Username (must be unique)
2. Firstname
3. Lastname. 
5. Click Save
6. When the entry is saved, an entry will be created in Lucidity HR with the Firstname and Lastname entered as well as the Access account.

INTRODUCTION

...

There are 4 main sections within Access:

• Users
• Roles
• Settings
• Notifications

In order to access any Lucidity application, a person requires an appropriate Access User account. 

CREATING A NEW USER

...

Users can be added via Lucidity Access or Lucidity HR.  If creating via Lucidity HR, an entry in Lucidity Access is automatically created, however it has no Roles by default.  The new account can be located in Lucidity Access by opening the Users page in Access, and filtering for Users that are 'Without Roles'.  User access and permissions can then be configured as described in this guide.

If adding the new User from within Lucidity Access, an entry is created within Lucidity HR with basic information (Firstname, Lastname).  Further details can then be added if required from within Lucidity HR.

To create a new user from within Lucidity Access:

1. Open Lucidity Access.  By default the Users list will be displayed.
2. Click "Add new".
3. Enter the following details as a minimum:
   1. Username (must be unique)
   2. Firstname
   3. Lastname
4. Continue configuring additional settings, or save the account.  
5. When the entry is saved, an entry will be created in Lucidity HR with the Firstname and Lastname entered as well as the Access account.

Copy an existing User

There is the ability to Copy an existing User in the system. This action allows you to duplicate the current Users access permissions for a new User.

To create a copy of a User within Lucidity Access:

1. Open Lucidity Access.  By default the Users list will be displayedwill be displayed.
2. Click the “Actions” button for the user you wish to copy.
3. Click "Add new".Enter the following details as a minimum“Copy”
4. A new User will be created with the original Users details
5. Update the following for the new User:
1. Username (must be unique)
2. Firstname
3. Lastname
. Continue configuring additional settings, or save the account.  
6. Click Save
7. When the entry is saved, an entry will be created in Lucidity HR with the Firstname and Lastname entered as well as the Access account.

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1. Further details can be added if required from within Lucidity HR.

USER SETUP

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Each entry for a User is divided into 6 sections as per the following descriptions.

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Lucidity Contractor

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