Creating a Lucy User Account

Details about creating other Lucy User Accounts including how to set User Permissions

Creating a Lucy User

Once you are logged into Lucy, you'll be able to start creating other users right away. To create a new user, just navigate via the Maintenance menu and select 'Users'

and then select 'Add New User'

Now you can enter your users First Name, Surname and Email Address and don't forget to flag them as Active if you want them to be able to log into Lucy.

Once a user no longer requires Lucy Access, you can Deactivate them to prevent them from logging in or you can Delete them. 

Account Permissions

Lucy has three different User Account Permissions.

These are;

Admin Users - where users can maintain system settings for the organisation 

Billing Users - where users can maintain payment details and other invoicing details such as the billing address

Customer Service Users - where a user can utilise the standard Lucy features that a typical Customer Service Rep would require such as Creating and Editing Trading Partners and Maps. 

Users can have one or more of the above permissions.

Please note Lucy Users can only create other Users up to and including the same permission authority. 

On this page, you can also update user Communication Preferences - so that Lucy can email them when: 

• There's an error processing emails
• An order is successfully integrated to your ERP
• A message requires attention (the PDF needs mapping, or ERP validation has failed, for instance).