Members / Contacts Page - Common Page
The Members / Contacts page allows you to assign members and contacts to your entity. A Member is any Lucernex user with a unique login ID and password. A Contact is anyone who should be contacted about the entity.
Get started with Lucernex user security
These are generic procedures that are common across all or multiple areas of Lucernex. As such, these procedures do not call out specific navigation to the page.
We recommend managing membership on portfolios and programs and leveraging the Default Access to user class security settings in most cases. Following this recommendation will require less of your System Administrator’s time and your user security permissions will be easier to maintain. For example:
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Flor’s user class gives her default viewing rights to contracts.
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Flor is a member of the Orchid portfolio.
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The Orchid portfolio has 4 projects, 10 facilities, and 10 contracts.
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This means that Flor can see 10 contracts in Lucernex.
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A Lease Admin adds a contract to the Orchid portfolio, meaning there are now 11 contracts in the portfolio.
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Flor can now see 11 contracts in Lucernex.
If you have questions about when membership should be managed on individual entities, please contact your Professional Services team or Support.
Assigning a member allows that member to access specific folders and documents within the entity record. A member is any Lucernex user with a unique login ID and password. Before a member can have access to any part of an entity record, you must first set up that member in your firm. This must only be done once for each Member.
To assign a member to an entity record:
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Click Edit Members.
This displays in the Actions menu on the right side of the page.
The Edit Members page opens.
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Do one of the following:
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To add all members in the system, click Add all members in the upper left corner of the Members NOT Assigned table.
All members currently configured in your system are added to the Current / Proposed member (s) field.
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To search for a specific member to add to your entity record:
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Enter the name of the member you want to assign in the Search at the upper right corner of the Members NOT Assigned table.
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Click Search.
The members meeting your search criteria appear.
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Click 
next to the member you want to add.
The member is added to the Current / Proposed member (s) field.
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If you need to remove a member from the Current / Proposed member (s) field:
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Select the member you want to remove.
Press and hold CTRL on your keyboard to select multiple values.
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Click Remove Selected below the Current / Proposed member (s) field.
The member is removed from the Current / Proposed member (s) field.
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Once you are satisfied with your list, click Update members to [Entity Name].
The Entity Filter window opens where you can select the template you want to use for the members of your entity record if you have schedule templates for member tasks.
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Do one of the following:
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To apply a schedule template:
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Select a schedule template from the Schedule Template field.
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Click Continue with Member Assignment in the bottom-right of the window.
The Edit Members page opens. Your entity record members are updated.
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If you do not want to use a schedule template, click Close and Go to View Mode.
The Edit Members page opens. Your entity record members are updated.
To assign a contact to an entity record:
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Click Edit Contacts.
This displays in the Actions menu on the right side of the page.
The Edit Contacts page opens.
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Click Add Contact.
The Add Contact page opens.
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Select the contact type from the Contact Type field.
Create a new group or category.
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Select the contact’s employer from the Employer field.
To add an employer, vendor, or legal party, follow the Add a Vendor procedures.
You can view an employer’s information by selecting an employer from the field and then clicking the View 
.
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Select the contact’s name from the Name field.
To add a new person, follow the Add a Person in the Add Person window procedures.
You can select the Inactive check box to mark this contact as being inactive.
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Select the Primary check box to mark this contact as the primary contact for the entity record.
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If you would like to rate the contact, enter your rating in the Rating field.
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Enter any notes about the person in the Notes field.
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Click Add in the bottom-right of the window.
The window closes. The contact is added to the entity record.
To edit a member or contact on your entity record:
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Click Edit Contacts.
This displays in the Actions menu on the right side of the page.
The Edit Contacts page opens. All contacts on the entity record appear on the page.
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Select Edit in the Actions column of the record.
The Edit Contact window opens.
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Make your changes.
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Select Update.
The window closes.Your changes are saved.
To delete a contact from your entity record:
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Click Edit Contacts.
This displays in the Actions menu on the right side of the page.
The Edit Contacts page opens. All contacts on the entity record appear on the page.
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Select Delete in the Actions column of the record.
A dialog opens, asking you to confirm your choice.
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Select Yes.
The contact is deleted. It no longer appears on the Members / Contacts page of your entity record.
Assign or Edit Members to an Entity