This page explains how to assign a role to one or more users.
As a reminder, a role is a set of rights that determines, for one or more users assigned to it, what they can see and/or do when they sign in to Lucca. This answers the questions: What applications will users with this role be able to access? And what can they see and do with them?
If you want to learn how to set up a role, visit this page: Setting up Roles on Lucca.
Once the role has been configured, you must assign it to users:
- From the user file (also called the ‘HR file’)
- From the role management interface
- From the Lucca user import module, which is useful if you want to edit roles for a large number of employees.
From the user file
You can add a role to a user from the employee management module, accessible from the dedicated tab at the top-right of the screen (1), then the ‘HR file’ tab, which is sometimes called ‘User file’ (2).
You can then select the employee in question (3) and change their primary or secondary role in the ‘Application data’ section of the file (4).
There are 2 types of roles in Lucca:
- The primary role representing a user’s main access rights. There can only be one.
- The secondary role enabling access to other features, in addition to the primary role. A user can have several secondary roles. Secondary roles are generally used to supplement the primary role on a specific feature intended for a number of dedicated employees.
From the role management interface
If you have access to the role management interface, you can add employees by following the steps shown in the GIF below:
From the Lucca user import module
You can import changes to Lucca roles en masse using the following help page: Importing Employee Data.
Specifically, you must enter the column header:
- RolePrincipal for the primary roll
- Roles for a secondary role