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INTRODUCTION
Lucidity Access: Module Overview
Lucidity Access regulates control to the suite of Lucidity applications, and also allows configuration of core aspects of the system that are shared between applications. Administrators can determine varying levels of permissions and accessibility for end-users from the Access module.
Generally, only system administrators will have access to Lucidity Access as this is where permissions for the rest of the Lucidity system is governed.
System Admins have the ability to create and manage users and their access permissions, manage access roles, system wide settings, notifications and help entries.
Getting Started
The Lucidity Access Quick Reference Guide provides the essential workflow required to get started.
Download as: PDF | Powerpoint (animated)
NAVIGATION
The menu and tab options available will vary between each user, dependent upon their permissions and access levels. Navigation between most pages within Lucidity Software is very similar.
Video
Lucidity Access: Navigation for Administrators
- Tab options: top panel listing areas of access within the module
- Access tab: reflects the current module. Select to switch between modules
- Menu options: left-hand panel listing areas of access within the current tab
- Help: provides links to help documentation such as User Guides and support materials
- Show Filters: allows for defining search parameters
- Excel Reports: several Excel reports reflecting the current filters selected
- Alphabet: click on each individual letter to filter through users alphabetically
- Headers: click to sort in ascending/ descending order
- Actions: Archive and delete contractors
Tabs
As with all Lucidity Software Modules, Lucidity Access uses a series of tabs for basic navigation which are based on assigned permissions. Details on all these options are outlined in the User Guide.
- Users: View, edit, archive and delete users including providing access to Lucidity modules
- Roles: Manage the access roles that are assigned to users
- Settings: Create, edit and update in-system drop-down lists
- Notifications: View all notifications sent from the system to users
- Help Entries: Manage and view all the help entries available for each Lucidity module
Filters
Filters are a powerful tool enabling general or very specific searches to be applied. Filters are available on many pages within Lucidity Software.
Filters on the User page are divided into two main sections. Any field with the [SELECT] option denotes a list will be displayed to select from. Options in these lists are pre-populated according to system configuration. Multiple options in multiple filters for a single search can be selected.
Refer to the My Filters user guide for more details on how to use filters.
Reset Filters
To avoid unwanted data such as archived records appearing unexpectedly, always select 'Reset Filters' when clearing a recent search.
My Filters and My Emails
My Filters: Users can create and save their own reports using the My Filters feature.
Any saved filters can be easily accessed via the Current Filter drop down selection option above the filter tabs. This is a short-cut route for applying saved filters.
My Emails: Automatically emailed reports can be specified using the My Emails feature.
Column Configuration
Columns within each page of Lucidity Access as well as those displayed in reports can be manipulated by the system administrator. The columns displayed as well as the order in which they are displayed can be adjusted. It is important to remember that changes made to columns affect all users viewing the pages or running reports.
View the Column Configuration user guide for more details.
