Accessing Users Page
To access the users page:
Log in to your Lucidya account. You must have Manager permission for the General Settings module.
Click the "⚙️ Settings" icon at the bottom of the left sidebar.
Click "Users" under the "General" section in the settings page.
Managing Users
You can manage users with the following options:
View: See user details and information.
Edit: Modify user settings and permissions.
User Activity Log: Track user actions and history.
Deactivate: Temporarily disable user access.
Re-Invite: Send a new invitation to the user.
Delete: Permanently remove the user from the system.
Accessing Teams Page
To access the teams page:
Log in to your Lucidya account. You must have Manager permission for the General Settings module.
Click the "⚙️ Settings" icon at the bottom of the left sidebar.
Click "Teams" under the "General" section in the settings page.
Managing Teams
You can manage teams with the following options:
View: See team details, team activity log, and member list.
Edit: Modify team name, working days, team members, and settings.
Delete: Permanently remove the team from the system.
⁉️ FAQs
👤 What permissions do I need to manage users and teams?
👤 What permissions do I need to manage users and teams?
You must have Manager permission for the General Settings module to access and manage users and teams.
🚫 What's the difference between deactivating and deleting a user?
🚫 What's the difference between deactivating and deleting a user?
Deactivating a user temporarily disables their access to the system, but their account and data remain intact. You can reactivate them later.
Deleting a user permanently removes them from the system along with their associated data. This action cannot be undone.
📋 Can I view a user's activity history?
📋 Can I view a user's activity history?
Yes, you can track user actions and history by selecting the User Activity Log option from the user management menu. Learn more here: View All User Actions with Audit & Activity Logs
✅ How do I add new members to a team?
✅ How do I add new members to a team?
To add members to a team, click the Edit option for the team and modify the team members list. You can add or remove members as needed.
🗑️ What happens when I delete a team?
🗑️ What happens when I delete a team?
Deleting a team permanently removes it from the system. However, team members themselves are not deleted and will remain in the system as individual users.
✉️ Can I resend an invitation to a user who hasn't accepted it?
✉️ Can I resend an invitation to a user who hasn't accepted it?
Yes, you can use the Re-Invite option to send a new invitation to the user.