How to Navigate the Lucidya Homepage

The homepage is your starting point after logging in. It gives you a snapshot of your account status, highlights items that need attention, and provides quick access to all Lucidya products, notifications, and support.

You can return to the homepage at any time by clicking the Lucidya logo in the top left corner.

Homepage Sections

Header

Displays a welcome message with your name and profile picture.

Needs Attention

Flags items in your account that require immediate action. Each item appears as a card. Some cards are assigned to a specific user, with their username displayed on the card. Others can be handled by multiple people, such as managers or the person who created the relevant monitor or channel.

Click any card to go directly to the page where you can complete the required action.

Notifications

Shows your most recent alerts. Click View on any notification card to go directly to the relevant item.

Get Started

Highlights key Lucidya features with short descriptions. Click Explore on any card to visit the Knowledge Base and learn more about that feature.

Lucidya Suite

Displays all Lucidya products. Subscribed products are highlighted. Products you are not subscribed to appear greyed out, with options to learn more or request a demo.

Reports

Shows your next scheduled report. Click View Reports List to manage all your reports.

Need Help

Provides quick links to the Knowledge Base and live chat via Chat With Us.

Needs Attention Tasks and How to Complete Them

Re-authenticate a Company Account

Who needs to act: Specific user

1. Click the card.
2. You'll land on Settings → Manage Accounts → Company Accounts.
3. If the account is listed, click the three-dot icon at the end of its row, then click Re-authenticate.
4. If the account isn't listed, click Add Company Account to add it.

Log In to a Company Account

Who needs to act: Specific user

1. Click the card.
2. You'll land on Settings → Manage Accounts → Company Accounts.
3. If the account is listed, click the three-dot icon at the end of its row, then click Re-authenticate.
4. If the account isn't listed, click Add Company Account to add it.

Verify Permissions and Re-authenticate a Company Account

Who needs to act: Specific user

1. Click the card.
2. You'll land on Settings → Manage Accounts → Company Accounts.
3. If the account is listed, click the three-dot icon at the end of its row, then click Re-authenticate.
4. If the account isn't listed, click Add Company Account to add it.

Re-authenticate a User Account

Who needs to act: Specific user

1. Click the card.
2. You'll land on Settings → Manage Accounts → User Accounts.
3. If the account is listed, click the three-dot icon at the end of its row, then click Re-authenticate.
4. If the account isn't listed, click Add User Account to add it.

Resume a Paused Channel

Who needs to act: Manager or Channel Creator

1. Click the card.
2. You'll land on OmniServe → Manage Channels.
3. Find the row with the channel name.
4. Click the three-dot icon at the end of that row, then click Resume.

Resume a Paused Monitor

Who needs to act: Manager or Monitor Creator

1. Click the card.
2. You'll land on OmniServe → Manage Channels.
3. Find the row with the monitor name.
4. Click the three-dot icon at the end of that row, then click Resume Monitoring.

Request a Product Upgrade

Who needs to act: Manager

1. Click the card.
2. You'll land on Settings → Subscription.
3. Find the product where you've exceeded the limit.
4. Click Request Upgrade.

For further assistance, contact Lucidya Support.