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USER GROUPS
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User Groups User groups are predominantly used to control notification recipients and allows for groups of users to receive the same notification. In addition, they can be used to allow users to be selected as a group in certain places within Lucidity, such as when creating actions, assigning training etc. Users can be added to multiple user groups if required. Note that each Lucidity module may have a series of automatic notifications that are delivered in response to certain actions within each module. These notifications do not require any user group selections in order to be sent. Refer to the Notifications page in this user guide for details. |
From the User Group page, administrators can:
Create and manage user groups
Delete user groups
Report on user groups
Create User Group
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To create a new user group, from the User Group page:
Click 'Add New'
Complete the fields (see table 'Definitions of Fields' below)
The details captured for each user group may vary slightly between each system configuration. Fields marked with * are mandatory
Click 'Save'
Definition of Fields
Name | Enter a name for the user group If the user group is associated with a notification, it can be beneficial to include this in the name |
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Description | Enter a description for the user group |
User | Add people to the user group:
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From the User Account It is also possible to add users to user groups from their individual user account, access via the Users page. |
Delete User Group
To delete a new user group, from the User Group page:
Use filters to locate the user group as required
Click 'Actions'
Click 'Delete'
Click 'Delete' to confirm
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Deleting User Groups Deleting a user group CANNOT be undone. Always proceed with caution prior to utilising the delete function. |
Reporting from the User Group Page
To generate a report, from the User Group page:
Use filters to locate the user group as required
All results will be displayed at the bottom of the screen
Click 'Excel Export' to generate the report
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