Assigning Document Roles in Disclosure Management

In Disclosure Management, 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.

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

The Document roles workspace in Disclosure Management is displayed as follows:

The permissions that can be assigned in Disclosure Management 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:

By default, a chapter role in Disclosure Management applies only to the exact chapter it is assigned to. If a document has the Inherit chapter roles to sub-chapters option enabled in its document settings, the Chapter Reader and Chapter Editor roles assigned on a parent chapter also apply to all sub-chapters below it, across all levels — including sub-chapters that are created later.

Inherited and explicitly assigned roles accumulate: a user can hold an inherited role and an additional role assigned directly on the sub-chapter at the same time. Assignments that were made directly on a sub-chapter remain active when inheritance is enabled.

For more information about the option, see Configuring a Document.

To assign a document role to a user in Disclosure Management: