---
title: "Basic Configuration"
description: "Before you can start creating an annual report in Lucanet Disclosure Management, you need to configure a few basic settings."
source_url: https://support.lucanet.cloud/en/documentation/disclosure-management/basic-configuration-disclmgmt
language: en
last_updated: 2023-08-16
---
# Basic Configuration for Disclosure Management

## Overview

Before you can start creating a report in Lucanet Disclosure Management, you need to configure a few basic settings. These comprise:

- **Installing the Dispatcher and Ribbons**\
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The **[Dispatcher](https://support.lucanet.cloud/en/documentation/glossary.md#dispatcher)** is a program that must be installed on every computer on which you want to use the Lucanet Disclosure Management solution.\
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**Ribbons** are menu ribbons that you will need to install if you want to use Disclosure Management with MS Word and MS Excel.\
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For more information, see [Installing the Dispatcher and Ribbons](https://support.lucanet.cloud/en/documentation/disclosure-management/basic-configuration-disclmgmt/install-disp-andribbon.md).
- **Assigning User Roles for Disclosure Management**\
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You can use user roles to help you define the permissions each user has for specific areas in Disclosure Management. For example, you can use **global roles** to assign system-wide permissions, or simply assign specific **document roles**.\
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For more information, see [Creating and Editing User Roles for Disclosure Management](https://support.lucanet.cloud/en/documentation/disclosure-management/basic-configuration-disclmgmt/role-mgmt-disclmgmt.md).
- **Configuring System-Wide Settings**\
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A user with the neccessary permissions can configure preferences that will apply system-wide for the display of certain areas of Disclosure Management for all users.\
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More information on this can be found in [Disclosure Management Settings](https://support.lucanet.cloud/en/documentation/disclosure-management/basic-configuration-disclmgmt/discl-mgmt-settings-disclmgmt.md).