Creating and Editing Users for the Lucanet CFO Solution Platform

Last modified on 2024-08-23

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 Create User dialog is displayed as follows, for example:

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

‘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

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 Automatic Synchronization and Assignment of 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.

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 for 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.

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 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
More User Management Options

You can use the menu of the icon in the user overview 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:

Displays the user overview. The three options ‘Edit user’, ‘Delete user’ 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.
  • When editing their own accounts, users with access to the Administration functions can delete their administrator permissions. 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 user attributes using the filter above the list of users:

Label Users
Lucanet.Certified Professional users
Permanently locked users

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. Filter by user labels