Managing Users

Sub pages:

Related pages:

There are several methods which can be used to create users in the Lucidity System. Each organisation will need to develop internal processes to determine the best option to suit business needs.

In all cases, the following needs to be considered:

Which HR fields (if any) are required to be populated?
Which Access profiles need to be assigned?
Will scoping need to be applied?
What is the preferred user log in method?
Will users have a notification email in the system and can therefore utilise the 'forgotten password' link to set their own password?

Video: Lucidity Access and HR: Manually Creating and Editing People

Method (use links for full workflows)	Description	Advantages	Additional Administrative Tasks	User Log in Method

Method (use links for full workflows)	Description	Advantages	Additional Administrative Tasks	User Log in Method
HR Integration	Users are created and managed in the system automatically via an overnight feed from the business external HR or payroll system	Users automatically created, details updated and terminated Administrators will rarely need to edit the users HR account User first name, last name and organisational details automatically copied into Lucidity Access Username automatically becomes 'FirstnameLastname'	Assign access profiles and scoping above the standard general user in Lucidity Access Password can be automatically created	Username = FirstnameLastname Password: utilise the 'forgotten password' link to generate password OR provided by admin OR DOB and Payroll number via Lucidity Competency
Manual creation via Lucidity HR	Administrators create the users account and add all relevant HR details via Lucidity HR	Username automatically becomes 'FirstnameLastname' User first name, last name and organisational details automatically copied into Lucidity Access	Assign access profiles and scoping above the standard general user in Lucidity Access Create passwords for users with no notification email	Username = FirstnameLastname Password: utilise the 'forgotten password' link to generate password OR provided by admin OR DOB and Payroll number via Lucidity Competency
Manual creation via Lucidity Access	Administrators create the users account and adds all relevant organisational details, scoping and permissions via Lucidity Access	Ease of access to assign profiles and any additional access roles above the standard Ease of creating username and password	Additional HR details need to be added via Lucidity HR, including DOB and payroll number if user log in method is via Lucidity Competency	Username = FirstnameLastname Password: utilise the 'forgotten password' link to generate password OR provided by admin OR DOB and Payroll number via Lucidity Competency
Self-Registration via Lucidity Induction Self-Registration via Lucidity Induction (inc Conversion)	Users create own account	No admin intervention required If account is converted, all user details are copied into Lucidity HR and completed records copied into Lucidity Competency	User account must be converted if access to additional modules is required Assign additional profiles and scoping	Generate own username and password

Refer to the specific module user guide for full details:

Lucidity Access

Lucidity HR

Lucidity Induction