Assigning Global 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

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.

The Global roles workspace is displayed as follows:

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

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

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:

ReadAllDocuments

: Read all documents

EditAllDocuments

: Edit all documents

DeleteAllDocuments

: Delete all documents

ReadRoles

: View roles

SettingsGlobal

: Edit global settings

AssignGlobalRoles

: Assign global roles

ImportAdministration

: Manage data imports

AssignDocumentRoles

: Assign document roles

ReadAllChapters

: Read all chapters

EditAllChapters

: Edit all chapters

DeleteAllChapters

: Delete all chapters

ReadAllExcelFiles

: Read all Excel files

EditAllExcelFiles

: Edit all Excel files

DeleteAllExcelFiles

: Delete all Excel files

EditAllReportData

: Edit all report data

ReadAllReportData

: Read all report data

CommentReportData

: Delete all report data

ReadAllWordFiles

: Read all Word files

EditAllWordFiles

: Edit all Word files

DeleteAllWordFiles

: Delete all Word files

ReadAllDocumentVariables

: Read all document variables

DeleteAllDocumentVariables

: Delete all document variables

ChapterUnlocking

: Unlock chapter

LayoutAction

: Perform layout action

DeletePeriods

: Delete periods

ReadAllLanguages

: Read all languages

ReadAllValidations

: Read all validations

ReadAttachments

: Read Attachments

DeleteAllLanguages

: Delete all languages

ReadAllValidations

: Read all validations

StatusChangesFrom

: Make status changes

StatusChangesTo

: Make status changes

EditDocumentSettings

: Edit document settings

DeleteAllResultDocuments

: Delete all result documents

ResultDocumentsFromOtherUser

: Open other users’ result documents

EditXBRLMapping

: Create XBRL mapping

CopyDocuments

: Copy documents

ReadAllResultDocuments

: Read all result documents

ResultDocumentsHistory

: Open result document history

ReadPeriods

: Read periods

EditAllDocumentVariables

: Edit all document variables

EditPeriods

: Edit periods

EditAllLanguages

: Edit all languages

EditAllValidations

: Edit all validations

DeleteAllValidations

: Delete all validations

EditAllResultDocuments

: Edit all result documents

ImportData

: Import data

EditAttachments

: Edit Attachments

DeleteAttachments

: Delete Attachments

ReadAllDocuments

: Read all documents

EditAllDocuments

: Edit all documents

ReadAllDocumentVariables

: Read all document variables

EditAllDocumentVariables

: Edit all document variables

ReadAllLanguages

: Read all languages

EditAllLanguages

: Edit all languages

ReadAllValidations

: Read all validations

DeleteAllValidations

: Delete all validations

CopyDocuments

: Copy documents

ReadAllResultDocuments

: Read all result documents

DeleteAllResultDocuments

: Delete all result documents

ReadAttachments

: Read Attachments

EditAttachments

: Edit Attachments

DeleteAttachments

: Delete Attachments

ReadPeriods

: Read periods

EditXBRLMapping

: Create XBRL mapping

ReadAllChapters

: Read all chapters

EditPeriods

: Edit periods

DeletePeriods

: Delete periods

DeleteAllValidations

: Delete all validations

EditAllResultDocuments

: Edit all result documents

ResultDocumentsFromOtherUser

: Open other users’ result documents

ResultDocumentsHistory

: Open result document history

ImportData

: Import data

ReadAllDocuments

: Read all documents

ReadAllChapters

: Read all chapters

ReadAllDocumentVariables

: Read all document variables

ReadAllLanguages

: Read all languages

ReadAllResultDocuments

: Read all result documents

EditAllResultDocuments

: Edit all result documents

DeleteAllResultDocuments

: Delete all result documents

ResultDocumentsFromOtherUser

: Open other users’ result documents

ResultDocumentsHistory

: Open result document history

ReadPeriods

: Read periods

EditXBRLMapping

: Create XBRL mapping

ReadAttachments

: Read Attachments

ReadAllDocuments

: Read all documents

ReadAllChapters

: Read all chapters

ReadAllDocumentVariables

: Read all document variables

ReadAllLanguages

: Read all languages

ReadAllResultDocuments

: Read all result documents

EditAllResultDocuments

: Edit all result documents

DeleteAllResultDocuments

: Delete all result documents

ResultDocumentsFromOtherUser

: Open other users’ result documents

ResultDocumentsHistory

: Open result document history

ReadPeriods

: Read periods

To assign a global role to a user:

In the Global roles column, select the user role you want to assign to a new user.

In the Assigned users area, click +.

In the displayed dialog, select the user you want to assign to the role.

Save the settings.

Last updated on Jul 31, 2026

Overview

'Global roles'workspace

Permissions for Global Roles

Assigning Users a Global Role

Assigning Global Roles for Disclosure Management

Overview

'Global roles'workspace

Permissions for Global Roles

Global Administrator

Global Editor

Global Reviewer

Global Reader

Assigning Users a Global Role

Table of Contents

Company

Legal Notice

Table of Contents

Related Articles

Company

Legal Notice