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- Add, edit, copy and archive roles
- Add users to roles
- Report on roles
Add New Role
| Tip |
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Lucidity Access: Module Overview coming soon!: Add and Edit Roles coming soon! |
To add a new role, from the Roles page:
- Click 'Add New'
- Complete the fields (see the table 'Definitions of Fields' below)
- Click 'Save' to save the role
The details captured for each role may vary slightly between each system configuration. Fields marked with * are mandatory.
Definition of Fields
| Name | Definition |
|---|---|
| Name | Enter the name of the role |
| Description | Enter a description |
| Application | Select the application/ module the role applies to |
| Access Privilages | Once the application/ module has been selected, a list of access privilages appears. Tick the privilages which apply to the role. For more information on the standard roles created for each module and for a list of privilages associated with each module, click the link below Actions Bulk Change Column configuration Dahsboards My Emails/ Scheduled Reports Access Asset Competency Contractor HR Incident Induction InForm Intranet OnSite Permit to Work Return to Work Risk |
| Users | Select users to be assigned the role Note user can also be assigned roles via their user profile from the User page. Refer to the Assign Access Roles section in this user guide for more details. |
Edit Role
To edit an existing role, from the Roles page:
- Locate the specific role using relevant filters
- Click 'Edit' to the far right of the role
- Adjust fields as required
- Click 'Save'
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If a user's role changes or privilages in a role they already have been assigned to change, the user will need to log out and back in to the system for the changes to take affect. |
Copy Role
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Lucidity Access: Copy & Archive Roles coming soon! |
If a new role needs to be created and a similar role exists, copying the existing role and making the necessary changes may be an easier option.
To copy an existing role, from the Roles page:
- Locate the specific role using relevant filters
- Click 'Actions' to the far right of the role
- Click 'Copy'
- Make necessary changes
- Note the users assigned to the original role will not be copied
- Click 'Save'
Archive Role
If a role is no longer required, it can be arcvhied. All users assigned the role will no longer have the associated privilages within the system.
To archive a role, from the Roles page:
- Locate the specific role using relevant filters
- Click 'Actions' to the far right of the role
- Click 'Archive'
- Click 'Archive' to confirm
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Roles can be unarchvied from the Archived Roles page. Once unarchived, all users assigned the role will have the associated privilages reinstated. |
Reporting from the Roles Page
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Lucidity Access: Reporting from the Roles Page coming soon! |
An Excel list report is available from the Roles page. Reports will reflect filtered search options as displayed on the lower half of the Roles page.
To generate a report, from the Roles page:
- Locate the specific role using relevant filters
- All results will be displayed at the bottom of the screen
Click 'Excel Export' to generate this report into Excel
