Manage Employer Members

Your System Administrator may have created one or more custom layouts for adding employee information. Talk to your System Administrator if you have questions about how to complete these layouts.

To select an alternate layout:

1. Click the down arrow in the Select Alternate Layout in the header of the Manage Employer Members page.

   A menu of available layouts opens.

2. Select the layout you want to view.

3. Do one of the following:

   • Add a member

   • Edit a member

     The custom layout will appear in the Add / Edit Member window.

These procedures describe the default layout for adding members.

To add a member:

1. Click Add Member.

2. Complete these fields:

   • Title

   • First / Middle / Last Name

   • Suffix

   • Job Function: A job function is a broad category. Think of a job function as a person's department. The options available in the Job Function may be limited based on your role.

     There is one job function that you might be able to select which has built-in functionality:

     • A Vendor Administrator can manage users associated with their employer. They have limited access to the System Administrator Dashboard. To learn more about the abilities of a vendor administrator, see our Vendor Administrator Job Function topic.

   • Default Job Title: Person's job title. A job title is more specific to the person than the job function. The Job Title is used when auto-assigning things like tasks, work flow steps, and notifications. The options available in the Default Job Title may be limited based on your role.

   • Phone

   • Ext

   • Employer: Read-only. Field auto-populates with your employer.

   • Email

   • Wireless Email

   • Billing Rate 1

   • Billing Rate 2

   • Use Employer Address: Select if person's address is the same as their employer's. If cleared, complete these fields:

     • Address 1 - Address 4

     • City

     • Country

     • State

     • County

     • Postal Code

   • Mobile

   • Fax

   • Email 2

   • Website

3. Select the person's contact type from the Available under the Contact Type heading.

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

4. Click > > to move the contact type from the Available to the Selected field.

5. Complete these fields:

   • Notes

   • Login Name

   • Password: Temporary password for the user. Inform the user of their temporary password.

   • Supervisor

   • Language

   • User Class: User classes determine a user's security permissions in Lucernex. The options available in the User Class may be limited based on your role. Discuss the available user classes with your System Administrator.

   • Lockout Status: Select Login enabled.

   • Select the welcome email option. If you want the new user to receive a welcome email, select Yes below the Send Welcome Email label, Otherwise, select No.

   • Date Format: User’s preferred date format.

   • Number Format: User’s preferred number format.

   • Default Time Zone: User’s default time zone.

6. Click Add.

   The Add Person window closes. The person is added to the system.

To edit a member:

1. Locate the user you want to modify.

2. Click Edit in the Actions column of the record.

   The Edit Member window opens.

3. Make your changes.

4. Click Update.

   The window closes.Your changes are saved.

If a user has accidentally locked themselves out of the system, you may need to modify their lockout status.

To modify a user's lockout status:

1. Locate the user you want to modify.

2. Click Edit in the Actions column of the record.

   The Edit Person window opens.

   At this time, you may want to verify that the user's information is up to date.

3. Find the Member Details section of the Edit Person window.

4. Select Login Enabled from the Lockout Status field.

5. Click Update.

   The window closes. Your changes are saved.

6. Instruct the user to reset their password.

Deactivating a member quickly disables their access to Lucernex, and activating them restores their access.

To activate or deactivate a member:

1. Locate the user you want to modify.

2. Do one of the following:

   • Click Activate in the Actions column of the record.

   • Click Deactivate in the Actions column of the record.