Creating and Editing User Roles for Disclosure Management
Last updated on 2025-03-04
Overview
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.
This article contains the following sections:
Opening Role Management for Disclosure Management
Role Management can be opened via the function bar, and is displayed as follows:
The 'Role Management' area
Types of User Role for Disclosure Management
The following different types of user role exist in Disclosure Management:
- Global roles
Global roles 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:
Document-specific roles 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.
For a detailed description of the permissions and how to assign them by assigning individual roles to users, see the following chapters.
Before a user can be assigned a role in Disclosure Management, they need to be activated for Disclosure Management in the User Management section of the Lucanet CFO Solution Platform.
- If a user is assigned the role of Administrator for Disclosure Management in the User Management section of the Lucanet CFO Solution Platform, this user will automatically receive the Global Administrator role within the Disclosure Management solution, together with all the associated solution-wide, cross-document administrator rights. At least one user with the Administrator role for Disclosure Management must be created.
- If a user is assigned the role of Editor for Disclosure Management in the User Management section of the Lucanet CFO Solution Platform, this user will automatically be assigned the role of Global Editor within the Disclosure Management solution.
- If a user is assigned the role of Reviewer for Disclosure Management in the User Management section of the Lucanet CFO Solution Platform, this user will automatically be assigned the role of Global Reviewer within the Disclosure Management solution.
- If a user is assigned the role of Reader for Disclosure Management in the User Management section of the Lucanet CFO Solution Platform, this user will automatically be assigned the role of Global Reader within the Disclosure Management solution.
- If a user is assigned the role of No specific role for Disclosure Management in the User Management section of the Lucanet CFO Solution Platform, this user will not receive any kind of special role at first within the Disclosure Management solution. Different permissions can only be assigned to a user if they are first assigned a user role by a Global Administrator.
Managing User Roles for Disclosure Management
Role management is split into three areas: Users, Global roles and Document roles:
