Person

A person is a member or contact in your firm. 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, you must first set up that member in your firm. This must only be done once for each Member.

Add person

1. Click Add Person in the bottom-right corner of the Manage Members / Contacts table.

   The Add Person window opens.

2. Complete these fields:

   • Title

   • First / Middle / Last Name

   • Suffix

   • Job Function: Select the person's job function. A job function is a broad category such as a department.

     These job functions have functionality:

     • System Administrator: Has many high-level capabilities that most users should not use. Get started with user security describes system administrator activities.

     • Vendor Administrator: Manage users associated with your employer. Limited access to the System Administrator Dashboard. Vendor Administrator Job Function describes vendor administrator activities.

   • Default Job Title: Select this person's job title. You can select multiple values.

     A job title is more specific to the person than the job function. The Job Title is used when auto-assigning tasks, work flow steps, and notifications.

     If a member has two or more job titles which are assigned to the same function, the member is only listed once on the record.

     If a member with multiple default job titles is in an Org Chart, their job titles are listed below their name in the Org Chart.

   • Phone

   • Ext

   • Employer: Person's employer.

   • Email

   • Wireless Email

   • Billing Rate 1

   • Billing Rate 2

   • Use Employer Address: Select if this person's address should be the same as their employer's.

   • Address 1 - Address 4

   • City

   • Country

   • State

   • County

   • Postal Code

   • Mobile

   • Fax

   • Email 2

   • Website

   • Currency Type: Currency type this person uses. Lucernex does not convert approval limits into the user's local currency. If a user is to make approvals, assign the currency they will use for approvals.

3. In Available under the Contact Type, select the person's contact type.

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

   To allow the user to be selected as a broker in the RE Planner, you add the Broker contact type.

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

5. To add a person as a member, select the Add as Member then complete the fields that display:

   • Recurring Amounts: Enter this user’s real estate and equipment contract approval limits for recurring expense amounts in Min: and Max:.

   • One-Time Amounts: Enter this user’s real estate and equipment contract approval limits for one-time expense amounts in Min: and Max:.

   • Approval Level: If your organization assigns approval levels to members, select the appropriate approval level. Approval levels restrict the types of items and amounts that approvers can approve.

   • Login Name and Password: Enter new user’s login name and temporary password then inform the member about their temporary password.

   • Supervisor: Select the user’s supervisor.

     The user's supervisor receives notifications if the user has not taken action on a work flow step within a certain number of days. This applies if the user is an assignee or an approver on the work flow step. The manager of an entity also receives notifications.

   • Language: User’s preferred language.

   • User Class: Determines user security permissions. Manage Security describes how to configure user classes.

   • Demographics Login and Demographics Password: If your organization uses the Lucernex / Intalytics integration, enter the username and password for Intalytics. This links this member record with the user's Intalytics account, giving them the same permissions they normally have in Intalytics.

   • View private issue allowed?: Select Yes to allow the user to see private forms. For members who will participate in bidding, set to No if you do not want them to to see private questions.

   • Unassigned Workflow Approver: Select to allow member to approve work flow steps even if they are not a member of the entity.

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

   • Date Format: Select the user’s preferred date format.

   • Default Time Zone: Select the user’s default time zone.

   • Number Format: Select the user’s preferred number format.

   • Notes: Enter any notes about the person.

6. Click Add.

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

   The Edit Person window opens.

2. Edit the fields.

   • Title

   • First / Middle / Last Name

   • Suffix

   • Job Function: Select the person's job function. A job function is a broad category such as a department.

     These job functions have functionality:

     • System Administrator: Has many high-level capabilities that most users should not use. Get started with user security describes system administrator activities.

     • Vendor Administrator: Manage users associated with your employer. Limited access to the System Administrator Dashboard. Vendor Administrator Job Function describes vendor administrator activities.

   • Default Job Title: Select this person's job title. You can select multiple values.

     A job title is more specific to the person than the job function. The Job Title is used when auto-assigning tasks, work flow steps, and notifications.

     If a member has two or more job titles which are assigned to the same function, the member is only listed once on the record.

     If a member with multiple default job titles is in an Org Chart, their job titles are listed below their name in the Org Chart.

   • Phone

   • Ext

   • Employer: Person's employer.

   • Email

   • Wireless Email

   • Billing Rate 1

   • Billing Rate 2

   • Use Employer Address: Select if this person's address should be the same as their employer's.

   • Address 1 - Address 4

   • City

   • Country

   • State

   • County

   • Postal Code

   • Mobile

   • Fax

   • Email 2

   • Website

   • Currency Type: Currency type this person uses. Lucernex does not convert approval limits into the user's local currency. If a user is to make approvals, assign the currency they will use for approvals.

   • Recurring Amounts: Enter this user’s real estate and equipment contract approval limits for recurring expense amounts in Min: and Max:.

   • One-Time Amounts: Enter this user’s real estate and equipment contract approval limits for one-time expense amounts in Min: and Max:.

   • Approval Level: If your organization assigns approval levels to members, select the appropriate approval level. Approval levels restrict the types of items and amounts that approvers can approve.

   • Login Name and Password: Enter new user’s login name and temporary password then inform the member about their temporary password.

   • Supervisor: Select the user’s supervisor.

     The user's supervisor receives notifications if the user has not taken action on a work flow step within a certain number of days. This applies if the user is an assignee or an approver on the work flow step. The manager of an entity also receives notifications.

   • Language: User’s preferred language.

   • User Class: Determines user security permissions. Manage Security describes how to configure user classes.

   • Demographics Login and Demographics Password: If your organization uses the Lucernex / Intalytics integration, enter the username and password for Intalytics. This links this member record with the user's Intalytics account, giving them the same permissions they normally have in Intalytics.

   • View private issue allowed?: Select Yes to allow the user to see private forms. For members who will participate in bidding, set to No if you do not want them to to see private questions.

   • Unassigned Workflow Approver: Select to allow member to approve work flow steps even if they are not a member of the entity.

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

   • Date Format: Select the user’s preferred date format.

   • Default Time Zone: Select the user’s default time zone.

   • Number Format: Select the user’s preferred number format.

   • Notes: Enter any notes about the person.

3. Click Update.

   The window closes.Your changes are saved.