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There is the ability to Copy an existing User in the system. This action allows you to duplicate the current Users access permissions and scoping for a new User.
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Keeping an account which is used as a template for creating similar accounts is very useful when providing logins for contractors. Create an account with a memorable name such as 'Contractor Login' and then copy it and rename each time a contractor login is required. Use the steps below each time. |
To create a copy of a User within Lucidity Access:
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| Privilege | Comments |
|---|---|
| Actions (All) - Create and Edit | Create and edit Actions for all users |
| Actions (All) - Delete | Delete Actions for all users |
| Actions (All) - View | View Actions for all users |
| Actions (My) - Create and Edit | Create and edit own Actions |
| Actions (My) - Delete | Delete own Actions |
| Actions (My) - View | View own Actions |
| Actions (My) - Raise an action on behalf of other user* | Raise Action on behalf of other user |
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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 read-only 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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| 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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