Creating and Editing User Roles for Disclosure Management

The Users area shows the users that have been activated for Disclosure Management in the User Management area of the Lucanet CFO Solution Platform (see Creating and Editing Users for the Lucanet CFO Solution Platform), together with the roles they have been assigned for Disclosure Management. The area is displayed as follows:

This area serves as an overview, and cannot be edited. Users are assigned their individual roles in the Global roles and Document roles areas.

In the Global roles area, you can use predefined roles to assign solution-wide, cross-document permissions.

The workspace is displayed as follows:

The permissions that can be assigned with a global role are listed on the right-hand column in the Role Permissions area.

The following permissions can be assigned with the available global roles:

To assign a global role to a user:

In the Document roles workspace, you can use predefined roles to assign the following permissions:

The workspace is displayed as follows:

The permissions that can be assigned using predefined roles at the document level are listed in the Document roles area, in the right-hand column, under Role Permissions.

You can also view an overview of the permissions a user with the corresponding role has for changing a status within a predefined workflow. To do this, click the Info icon in the Workflow-based permissions area.

Note: User-defined workflows will only become available with a later version of Lucanet.

The following permissions can be assigned with the available document roles:

To assign a document role to a user: