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User Management
Creating and Editing Users
Managing User Groups
Managing API Tokens
Managing the CFO Solution Platform
Exchange Rate Management
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Glossary

User Management

Overview

In the User management section of the Administration area, you can manage who can access the Lucanet CFO Solution Platform and what they are allowed to do. It includes the following workspaces:

  • In the Users workspace, you can create and edit users, grant access to solutions and the Administration area, assign user roles, and review the change log of the changes made to users. For Consolidation & Financial Planning users, you can also define data model permissions (see Creating and Editing Users for the Lucanet CFO Solution Platform).
  • In the User groups workspace, you can combine Consolidation & Financial Planning users into groups and assign shared permissions to all members at once, instead of configuring each user individually (see Managing User Groups).
  • In the API token management workspace, you can create and revoke scoped API tokens for automating user and access management through the Platform API (see Managing API Tokens).

Last updated on Jun 23, 2026

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