Registering a User

Typically, administrators create new users. There are two ways to register a user in Lucy.

As a prerequisite, you need to create User Groups before registering a user.

Creating a User Group

1. Registering Users Directly in the System

This method is used to directly create new users in the system. As a system administrator, to register a new user in Lucy:

  1. On the Lucy app homepage, click on the Users menu item on the left.

  2. Click the + button.

  3. Enter the user name.

  4. Type in user’s email address.

  5. Pick the appropriate User Group e.g., Property Manager.

  6. Select the Set the user’s password option. If the Set the user’s password option is enabled, it will display the Initial Password box for entering the user's password and activating the feature to directly create a new user in the system.

  7. Enter a password for the user.

  8. Enable the Send a welcome email option if necessary to send a welcome email to the user’s email address after registering the user.

  9. Click Register User. The newly created user will be listed on the Users page.

If the Set the user’s password option is enabled, it will display the Initial Password box for entering the user's password and activating the feature to directly create a new user in the system.

If the Set the user’s password option is not enabled, the Initial Password box will be hidden, activating the feature to send an invitation to your email address, allowing you to create your own account.

The User Group field is exclusively visible to administrators, and only they possess the authority to modify the User Group assignment for a user.

2. Inviting Users via Sending a Welcome Email

As a system administrator, you have the option to facilitate the account creation process for new users by sending them an invitation email.

  1. On the Lucy app homepage, click on the Users menu item on the left.

  2. Click on the + button.

  3. Enter the user name.

  4. Type in the user’s email address.

  5. Select the user group of the user e.g., Regular User.

  6. Untick the Set the user’s password option.

  7. Click Invite User. An invitation request will be sent to the respective user's email address, allowing them to create their own account.

  8. Click the Accept Invitation link in the email to setup your account.

This is an example of an invitation email you'll receive.

Sample Invitation Email

Here is a video on registering users to help you gain a better understanding of the process.

Last updated