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- Add, edit, copy and archive roles
- Add users to roles
- Report on roles
Standard Roles
Standard roles will be configured within each new Lucidity site build. System administrators are then able to adjust as required. Typically, the following standard roles will be provided.
Module (click link for more details) | Read Only | General User | Manager | Contractor Representative | Column Config | Report Emailing | Admin |
|---|---|---|---|---|---|---|---|
| Access | X | X | X | ||||
| Asset | X | X | X | X | X | X | |
| Competency | X | X | X | X | X | X | X |
| Contractor | X | X | CR - only submit required documents CR - submit additional documents | X | X | X | |
| HR | X | X | X | X | X | X | |
| Incident | X | Responsible Manager Close Out Manager | X | X | X | ||
| Induction | X | X | X | X | X | ||
| InForm | X | X | X | X | X | X | |
| Intranet | X | X | X | X | |||
| OnSite | X | X | X | X | |||
| Permit to Work | X | Creator Approver | X | X | X | ||
| Return to Work | X | X | X | X | |||
| Risk | X | X | X | X | X |
Refer to the specific page for each module within this user guide (links in above table) for a description of each role and the associated privilages.
Add New Role
| Tip |
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Lucidity Access: Add and Edit Roles coming soon! |
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| 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 are to 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. |
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