Synchronizing and Assigning User Roles
Last modified on 2024-06-03
Overview
With the exception of Technical Users, all user types in Lucanet.Financial Client are automatically synchronized with the Lucanet CFO Solution Platform. This means that any change made to a user in Lucanet.Financial Client is automatically transferred to the Lucanet CFO Solution Platform and vice versa.
This article contains the following sections:
User Roles for Access to the User Management
The user roles that can be used to access the user management in Lucanet.Financial Client are assigned as follows:
- The Master user role in Lucanet.Financial Client corresponds to access to the Administration functions on the Lucanet CFO Solution Platform.
- Users with the Administrator or Observer user roles in Lucanet.Financial Client do not have access to the Administration functions on the Lucanet CFO Solution Platform.
User Roles for Access to the Data Model
The users for access to the data model in Lucanet.Financial Client correspond to the users with access to Consolidation & Financial Planning on the Lucanet CFO Solution Platform and are assigned as follows:
- Users with the Editor, Observer, or Group report data collector user role in Lucanet.Financial Client correspond to the user roles with the same name on the Lucanet CFO Solution Platform.
Note: The detailed permission for access to individual workspaces is still granted in Lucanet.Financial Client. - Users that have been created in Lucanet.Financial Client, but do not have any access to the data model, have access to the solution Lucanet Consolidation & Financial Planning and are assigned to No specific role on the Lucanet CFO Solution Platform.