Add a Person in the Add Person window - Common Procedure

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.

To add a person in the Add Person window:

1. Complete these fields:

   • Title

   • First / Middle / Last Name

   • Suffix

   • Phone

   • Ext: enter the person’s phone extension in this field.

   • Email

   • Wireless Email

   • Billing Rate 1

   • Billing Rate 2

   • Mobile

   • Fax

   • Email 2

   • Website

   • Currency Type

2. Select the person’s job function from the Job Function field.

   Create a new group or category.

3. Select the person’s job title from the Default Job Title field.

   Create a new group or category.

4. Do one of the following:

   • If the person record should use their employer’s address, leave the Use Employer Address check box selected.

   • If the person record should use a different address:

     1. Clear the Use Employer Address check box.

        Additional address fields appear.

     2. Complete these fields:

        • Address 1: Address 4

        • City

        • Country

        • State

        • County

        • Postal Code

5. Select the currency type this person uses from the Currency Type field.

6. Select the contact type this person should be from the Available field.

   Press and hold CTRL on your keyboard to select multiple values.

7. Click > > to move your selected contact types from the Available to the Selected field.

8. If you want to add this person as a member in Lucernex:

   A member is any Lucernex user with a unique login ID and password. Before a member can have access to any part of a portfolio, you must first set up that member in your firm. This must only be done once for each Member.

   1. Select the Add as Member check box.

      The Member Details section appears in the window.

   2. Enter the new user’s login name in the Login Name field.

   3. Enter a temporary password for the user in the Password field.

      Make sure to inform the member about their temporary password.

   4. Select the user’s supervisor from the Supervisor field.

   5. Select the user’s preferred language from the Language field.

   6. Select the user’s user class from the User Class field.

      Permissions are controlled by the user class of the member. The Member’s User Class determines which folders, documents, pages, fields, and actions within the portfolio that member may access. To learn more about security, see The Basics of User Security walkthrough.

   7. If your organization uses the Lucernex / Intalytics integration, enter the following data:

      1. Enter this member’s username for Intalytics in the Demographics Login field.

      2. Enter this member’s password for Intalytics in the Demographics Password field.

         This configuration links this member record with the user's Intalytics account, giving them the same permissions they normally have in Intalytics.

   8. Select the View private issue allowed? check box if you would like to allow the user to see private forms.

      Forms are found on the Entity > Details > Forms page.

   9. Select the user’s preferred date format from the Date Format field.

   10. Select the user’s preferred number format from the Number Format field.

   11. Select the user’s default time zone from the Default Time Zone field.

   12. Enter any additional notes in the Notes field.

9. Enter notes in the Notes field.

10. Click Add.

    The person record has been added.