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On this page:
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- Open Lucidity Access. By default the Users list will be displayed.
- Click the “Actions” button for the user you wish to copy.
- Click “Copy” as shown below:
- A new User will be created with the original Users details
- Update the following for the new User:
- Username (must be unique)
- Firstname
- Lastname
- Email address
- New Password / Confirm Password - or advise the User to reset their password using the links on the Lucidity Software login screen for their instance of Lucidity.
- Click Save
- 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. Further details can be added if required from within Lucidity HR.
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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 |
...
| Privilege | Comments |
|---|---|
Actions - Manage | Manage all actions |
| Column Configuration | Control the column configuration of list pages |
Dashboard Template Manager | Create templates within the InForm dashboard |
| Dashboard widgets user | Access to the Dashboard |
| Form Admin - Archive | Able to access Archived form templates |
| Form Admin - Delete | Able to delete form templates |
| Form Admin - Manage | Create and edit form templates |
| Form Groups - Delete | Delete form groups |
| Form Groups - Manage | Create and edit Form Groups |
| Form Records - Create and Edit | Create new form Records (complete a form) |
| Form Records - Create and Edit Own | Create new form Records but only see own entries |
| Form Records - Delete | Delete form records |
| Form Records - View All | View all completed form records |
| Form Records - Can be emailed | Email inform form record |
Lucidity Contractor
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