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On this page:
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Introduction
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Video:Module Overview |
Lucidity Access regulates control to the suite of Lucidity applications, and also allows configuration of core aspects of the system that are shared between applications. Administrators can determine varying levels of permissions and accessibility for end-users from the Access module.
Generally, only system administrators will have access to Lucidity Access as this is where permissions for the rest of the Lucidity system is governed.
System Admins have the ability to create and manage users and their access permissions, manage access roles, system wide settings, notifications and help entries.
The Lucidity Access Quick Reference Guide
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provides the essential workflow required to get started.
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Download as: PDF |Powerpoint (animated)
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Navigation
The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.
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On the default landing page,
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Lucidity Access
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features:
Tab options:
toptop panel listing areas of access within the module
Access tab:
reflectsreflects the current module. Select to switch between modules
Menu options:
leftleft-hand panel listing areas of access within the current tab
Help:
providesprovides links to help documentation such as User Guides and support materials
Show Filters:
allowsallows for defining search parameters
Excel Reports:
severalseveral Excel reports reflecting the current filters selected
Alphabet:
clickclick on each individual letter to filter through users alphabetically
Headers:
clickclick to sort in ascending/ descending order
Actions:
ArchiveArchive and delete contractors
Tabs
As with all Lucidity Software Software Modules, Lucidity Lucidity Access uses a series of tabs for basic navigation which are based on assigned permissions. Details on all these options are outlined in the User Guide.
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Users:
ViewView, edit, archive and delete users including providing access to Lucidity modules
Roles: Manage the access roles that are assigned to users
Settings: Create, edit and update in-system drop-down lists
Notifications: View all notifications sent from the system to users
Help Entries: Manage and view all the help entries available for each Lucidity module
Configuration: Manage system configuration such as branding and colour schemes