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Access User Groups

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Last updated: Jan 24, 2023
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USER GROUPS

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

Video: Create, Edit and Delete User Groups

To create a new user group, from the User Group page:

  1. Click 'Add New'

     

  2. Complete the fields (see table 'Definitions of Fields' below)

    1. The details captured for each user group may vary slightly between each system configuration. Fields marked with * are mandatory

  3. 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

Description

Enter a description for the user group

User

Add people to the user group:

  1. Click 'Add'

  2. Select the user(s) to be added

  3. Click 'Done'

 

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:

  1. Use filters to locate the user group as required

  2. Click 'Actions'

  3. Click 'Delete'

     

  4. Click 'Delete' to confirm

     

Reporting from the User Group Page

To generate a report, from the User Group page:

  1. Use filters to locate the user group as required

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

  3. Click 'Excel Export' to generate the report