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Glossary

Creating and Editing Users for the Lucanet CFO Solution Platform

Overview

The user management in Administration allows you to create, manage and delete users for the Lucanet CFO Solution Platform.

In this area, you can configure the following settings:

  • Who can access the different solutions and/or act as an administrator on the Lucanet CFO Solution Platform
  • User roles for each of the different solutions
  • Presets such as the display language and formatting displayed for the users

Creating Users

As a user with access to the Administration area, you can create new users for the Lucanet CFO Solution Platform. To do this, go to the detail view of the User management functional area and click Create User. The options for Creating users are displayed in the panel on the right side of the window, as follows, for example:

Displays the ‘Create User’ side panel with the ‘General’ tab open. The ‘Language and formatting’ tab is grayed out.
'Create User' side panel

'General' Tab

You can use the General tab to configure the following options for all users:

First name

The user's first name

Last name

The user's last name

User name

The user's login name

Usernames cannot contain spaces.

E-mail address

The user's e-mail address

Enable external authentication

Activates the configuration of external authentication

This option is only visible if an authentication protocol is configured in the External authentication workspace.

For more information on external authentication, see Configuring External Authentication.

Lucanet.Certified Professional

Creates a Lucanet.Certified Professional user account. In the user overview, Lucanet.Certified Professional users are indicated by the icon.

You can find more information on Lucanet.Certified Professional user accounts in the online help tool for Lucanet.Financial Client, under Complete description | Administration | Administration at database level | User management | Lucanet.Certified Professional.

No licenses are required for Lucanet.Certified Professional users. This means that Lucanet.Certified Professional users can be assigned roles in a solution for which there are no more license slots available.

Select user access

Defines which solutions you want the user to be able to access, and whether you want to grant the user access to the Administration section of the Lucanet CFO Solution Platform.

The following solutions are currently available on the CFO Solution Platform:

  • Consolidation & Financial Planning
  • Lease Accounting
  • xP&A
  • ESG Reporting
  • Disclosure Management
  • XBRL Tagger
  • Tax Compliance & Reporting
  • Banking & Cash Management

Which solutions are available to choose from depends on your license scope.

If you use Lucanet.Financial Client, users created on the Lucanet CFO Solution Platform are automatically synchronized with Lucanet.Financial Client.

Select user roles

Defines a user role for each selected solution and, where applicable, user roles for the Administration area.

For more information on the available user roles, see User Roles in the CFO Solution Platform.

User roles for whom the last license slot is available are indicated with the icon. If there are no license slots left for a user role, it will be grayed out.

Lock the user permanently

Locks users from accessing the Lucanet CFO Solution Platform. Locked users are indicated by the icon in the user overview. By deactivating this check box, you will be able to unlock locked users.

This option is only visible when editing a created user.

'Language and Formatting' Tab

Use the Language and formatting tab to configure the language and formatting used to display the software to the user. The tab is displayed as follows:

Displays the ‘Language and formatting’ tab in the ‘Create User’ dialog.
‘Language and formatting’ Tab

Users can change their display language and formatting at any time using the options in the top bar (see Basic Configuration for the Lucanet CFO Solution Platform). If a user has changed these settings in their User Account, you can no longer change them as an administrator.

Once a user has been successfully created, they will automatically receive an invitation e-mail with the following information:

  • A link to the Lucanet CFO Solution Platform
  • A temporary password with which the user should log in for the first time if no external authentication is activated for them.
  • Links to access Lucanet.Financial Client if the customer is licensed for Lucanet Consolidation & Financial Planning and the user has access to Lucanet Consolidation & Financial Planning or Administration.

Note: New users must change their temporary password upon first login. For complete information on password requirements and lifecycle policies, see Opening the Lucanet CFO Solution Platform | Password Policy.

More User Management Options

By default, the most recently updated users appear at the top of the list of users. You can use the menu of the icon to perform the following actions:

  • Edit user
  • Resend an invitation e-mail if the user has not yet logged into the Lucanet CFO Solution Platform
  • View a user's change log to obtain detailed information about the changes made (for more information on the change log in user administration, see Change Log)
  • Delete user.
Displays the list of users. The four options ‘Edit user’, ‘Delete user’, 'Change log', and ‘Resend invitation e-mail’ are outlined.
More user management options
  • The option for activating Lucanet.Certified Professional is only available when creating a user. It is not possible to change this option when editing a user at a later data.
  • Administrators can delete their administrator permissions when editing their own accounts. However, there must still be at least one user in the system who has access to the Administration functions.
  • It is possible for multiple users with Administration permissions to edit the same user account simultaneously. Whoever changes are saved first will be applied.

Filtering Users

You can use the icon in the column heading in the user overview to filter the users that have been created so far by user name, e-mail address or user role. This is useful if you only want to view users with a specific role, for example. The filtered column is indicated by the icon.

Displays the user table. In the ‘User role’ column, the window used to filter users is displayed. The window is highlighted in a red boarder.
Filtering users

Additionally, it is possible to filter and display the following three user attributes using the filter above the list of users:

LabelUsers
Lucanet.Certified Professional users
Permanently locked users
Users for whom external authentication is activated
Users with the License Manager role

The filter result is displayed as follows, for example:

The list of users with the Filter by user labels above the list is displayed. In the drop-down list behind the filter, the check boxes 'Lucanet.Certified Professional' and "User locked" are activated. The 'External authentication' check box is not activated.
Filter by user labels

Simultaneous Management of Multiple Users

To make user management more efficient, you can select multiple users in the list of users and perform various actions simultaneously. Proceed as follows:

1

Navigate to the workspace Administration | User management | Users.

2

In the list of users, activate the check boxes in front of the users you want to manage. If you want to activate multiple check boxes at the same time, you have the following options:

  • Activate the check box in the first row to activate all check boxes at the same time.
  • Activate the first check box, press the Shift key, and then activate the last checkbox.

The number of selected users and the action buttons are then displayed as follows, for example:

Manage multiple users simultaneously
3

Click the appropriate button to perform the following actions:

  • Edit users (for more information, see Editing Multiple Users Simultaneously)
  • Resend an invitation email if the users have not yet logged in to the Lucanet CFO Solution Platform
  • Delete users

Editing Multiple Users Simultaneously

The following options are available for simultaneous editing of multiple users:

Access and roles

Grants or revokes access to a specific solution or to the Administration area for all selected users

When granting access, you must define a user role for the respective solution and/or for Administration.

Edit user access and user roles for multiple users

Other settings

  • Enables or disables external authentication for the selected users if an authentication method is configured in the External Authentication workspace
  • Locks or unlocks all selected users
Edit other settings for multiple users

Language and formatting

Defines the default settings for language and formatting, if these settings have not been changed by the user

Change language and formatting settings for multiple users

Last updated on Aug 16, 2023

Table of Contents
Creating and Editing Users for the Lucanet CFO Solution PlatformOverviewCreating UsersMore User Management OptionsFiltering UsersSimultaneous Management of Multiple Users
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