Managing User Roles for Disclosure Management

Getting Started

Global Functions

Lucanet Lume

Data Hub

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

ESG Reporting

Disclosure Management

The Lucanet Disclosure Management User Interface

All Steps at a Glance

Basic Configuration

Installing and Updating the MS Office Components

Managing User Roles for Disclosure Management

Assigning Global Roles for Disclosure Management

Assigning Document Roles for Disclosure Management

Transferring User Roles to Another User with Lucanet Lume

Disclosure Management Settings

Dashboard

Configuring a Document

Cockpit

Creating and Editing Chapters

Creating and Editing Periods

Importing Data

Working with MS Office Files

Creating and Editing Validations

Using the Data View

Using the XBRL Tagger

Creating Result Document

Rolling Forward or Copying a Document

Editing Documents in the XBRL Tagger

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

Different user roles can be assigned for Disclosure Management in the Lucanet CFO Solution Platform for each user who is activated for the solution. User roles define what permissions a user has for certain areas in Disclosure Management. For example, they allow you to assign role assignment permissions and read and write permissions for individual documents, or the permission to change the status of individual process steps.

Disclosure Management distinguishes between two types of user role:

Global roles

which can be used to assign solution-wide, cross-document permissions, e.g. administrator rights for documents, import functions, system settings, and role assignment within Disclosure Management.

Document roles

which can be used to assign permissions at the document level, e.g. read and write permissions for documents, chapters, periods and validations, or the permission to import data or change the status of individual process steps.

Disclosure Management's Role Management can be opened via the function bar, and is displayed as follows:

Displays the Role administration functional area — The 'Role Management' area

Role management is split into three areas: Users, Global roles and Document roles.

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, described in the following sections.

In the Global roles area, you can use predefined roles to assign solution-wide, cross-document permissions. The workspace is displayed as follows:

Displays the Global roles workspace — The 'Global roles' workspace

For a full list of the available global roles and their permissions, and how to assign them to users, see Assigning Global Roles for Disclosure Management.

In the Document roles area, you can use predefined roles to assign permissions at the document level. The workspace is displayed as follows:

Displays the workspace ‘Document roles' — The workspace 'Document roles'

For a full list of the available document roles and their permissions, and how to assign them to users, see Assigning Document Roles for Disclosure Management.

In this section, you will find information on the following user role topics for Disclosure Management:

Assigning Global Roles for Disclosure Management

Learn what global roles are used for, which permissions each predefined global role grants, and how to assign a global role to a user.

Assigning Document Roles for Disclosure Management

Learn what document roles are used for, which permissions each predefined document role grants, and how to assign a document role to a user.

Transferring User Roles to Another User with Lucanet Lume

Use Lucanet Lume to transfer a user's document- and chapter-level roles to another user in one step, instead of assigning them manually.