Creating and Editing Users for the Lucanet CFO Solution Platform
Last updated on 2024-11-05
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
This article contains the following sections:
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 tree 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:
'Create User' side panel
‘General’ tab
You can use the General tab to configure the following options for all users:
Option
Description
User name
Name of the user
E-mail address
The user's e-mail address
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.
You must select at least one option. The number of solutions available for you to choose from depends on the scope of your license. Non-licensed solutions are grayed out.
Users on the Lucanet CFO Solution Platform are automatically synchronized with Lucanet.Financial Client. Users that can access the Administration functions are equivalent to the Master user role for user management acess within Lucanet.Financial Client.
For more information, see Synchronizing and Assigning User Roles.
Select user roles
Defines a user role for each of the solutions you have selected. The following user roles are available for each solution:
- Editor: Editors have read and write permissions for all workspaces or certain workspaces within the Lucanet data model.
- Observer: Observers have read permission for all workspaces or certain workspaces within the Lucanet data model.
- Group report data collector: Group report data collectors have read permission for the Lucanet data model. They can also execute all tasks required to collect data in relation to Lucanet.Group Report.
- No specific role: These users can access Lucanet.Financial Client, but not the data model.
- You can assign detailed permissions for accessing individual workspaces in Lucanet.Financial Client (see Settings in Lucanet.Financial Client).
- Users in Lucanet.Financial Client are automatically synchronized with the Lucanet CFO Solution Platform.
For more information, see Synchronizing and Assigning User Roles.
Master: Users with the ESG Master user role can perform the following tasks:
- Accessing the ESG reports overview and the state of data collection
- Creating new ESG reports
- Administrating master data
- Configuring the ESRS questionnaire
- Checking, approving and rejecting submitted ESG reports
- Starting data aggregation
Data collector: Users with the ESG Data collector user role can perform the following tasks:
- Entering data in the ESG report to which the Data Collector has been assigned
- Submitting data for checking
- Viewing the state of data collection for the ESG report to which the Data Collector has been assigned
For more information on user roles in the ESG Reporting solution, see User Roles and User Interface in ESG Reporting.
- Administrator: The Administrator is automatically assigned the role of Global Administrator and all the associated administrator rights for every solution and document within the Disclosure Management solution. This means he can, for example, display, edit, and delete all documents, edit the global settings, and assign user roles to himself and all other users within Disclosure Management. At least one user with the Administrator role must be created for Disclosure Management.
- User: Users can have a range of permissions within Disclosure Management, depending on the role assigned to them by the Global Administrator. There are two types of user role: global user roles and user roles for documents.
For more information on Role Management within Disclosure Management, see Creating and Editing User Roles for Disclosure Management.
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.
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:
‘Language and formatting’ Tab
Users can change their display language and formatting at any time using the options in the top bar (see Functions in the Lucanet CFO Solution Platform).
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.
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 edit and delete users. You can also resend an invitation e-mail if the user has not yet logged into the Lucanet CFO Solution Platform.
- 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.
Filtering users
Additionally, it is possible to filter and display the following three user attributes using the filter above the list of users:
| Label | Users |
|---|---|
|
Lucanet.Certified Professional users |
|
Permanently locked users |
 |
Users for whom external authentication is activated |
The filter result is displayed as follows, for example:
Filter by user labels