Manage Employer Members

Your system administrator may create one or more custom layouts for adding information. Ask your system administrator if you have questions about these layouts.

1. Go to Admin > Member Administration > Manage Employer Members.

2. Select a layout in Select Alternate Layout.

Add a member to give them access to Lucernex.

Before you create a member, ensure the employer has access to the codes you want:

1. Create the Job Function Code, Job Title Code, and User Class Code values.

2. Edit the employer to grant access to the codes in Manage Employer Member Options.

If the employer lacks access to codes, the Job Function, Job Title, or User Class lists are empty. As a result, this prevents you from creating a member.

1. Go to Admin > Member Administration > Manage Employer Members.

2. Select Add Member.

3. Complete the Add Member dialog.

   • Title

   • First / Middle / Last Name

   • Suffix

   • Job Function: A broad category such as a person's department. Your role might limit the options available. Vendor administrators manage their employer's users. They have limited access to the System Administrator Dashboard.

   • Default Job Title: More specific to the person than Job Function. Lucernex uses this when the user is automatically assigned user tasks, work flow steps, and notifications. Your role might limit the options available.

   • Phone

   • Ext

   • Employer: Read-only. This 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, enter the address.

     • Address 1 - Address 4

     • City

     • Country

     • State

     • County

     • Postal Code

   • Mobile

   • Fax

   • Email 2

   • Website

   • Contact Type: Select the person's contact type from those in Available. Press and hold CTRL on your keyboard to select multiple values. Select > > to move the contact type from the Available to the Selected field.

   • Notes

   • Login Name

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

   • Supervisor

   • Language

   • User Class: Determines the user's security permissions in Lucernex. Your role determines the options available. Discuss the available user classes with your system administrator.

   • Lockout Status: Select Login enabled.

   • Send Welcome Email: Select Yes to send the new user a welcome email; 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.

4. Select Add.

1. Go to Admin > Member Administration > Manage Employer Members.

2. Locate the user to edit.

3. Select Edit in the Actions column of the record.

   The Edit Member window opens.

4. Make your changes.

5. Select Update.

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

1. Go to Admin > Member Administration > Manage Employer Members.

2. Locate the user to modify.

3. Select Edit in the Actions column of the record.

   The Edit Person window opens.

4. In the Member Details section verify the user's information is correct.

5. Select Login Enabled from the Lockout Status field.

6. Select Update.

7. Instruct the user to reset their password.

Deactivate a member to remove their access to Lucernex, and activate them to restore their access.

1. Go to Admin > Member Administration > Manage Employer Members.

2. Locate the user to modify.

3. In the Actions column, select Activate or Deactivate.