Managing User Accounts

INTRODUCTION

The User menu consists of all the users in the entire system, including all self-registered users in Lucidity Induction who may not appear in other Lucidity modules.

Open

Edit Users

To edit a user's account, from the User page:

1. Use filters as required to locate the relevant user

   1. Note if an account can't be located, it may be locked or archived

      1. Search for locked accounts using the 'Locked Accounts' filter

      2. Search for archived accounts from the Archived page

2. Click 'Edit' to the far right 

    

   Open

   

    

3. Adjust fields as required

4. Click 'Save' to keep the changes

Copy Users

Copying users is a useful function and can save administrators time when it comes to assigning access roles and scoping permissions. A common approach is to create template users for the typical user types, such as general user, manager, contractor representative etc and then copy these details for new system users.

To copy a user, from the User page:

1. Use Filters as required to locate the relevant user

2. Click 'Actions' to the far right 

3. Click 'Copy'

    

    

4. Edit the newly created account as required

5. Click 'Save'

Reporting

There are several reports available from the Access User page. 

To generate a report, from the User page:

1. Use Filters as required to locate the relevant user

2. All results will be displayed at the bottom of the screen

3. Click the report type required to generate the report into Excel