Transferring User Roles to Another User with Lucanet Lume

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

With Lucanet Lume, you can transfer a user's document- and chapter-level roles to another user directly via a chat command, instead of working through Role Management manually for every document and chapter.

Lucanet Lume reads all of the source user's document- and chapter-level roles and assigns them to the target user in addition to their existing roles. Existing role assignments of the target user are kept, and roles the target user already has are skipped. No roles are removed.

Global roles are not part of this transfer; existing global roles of both users remain unchanged. The source user's roles are not changed by the transfer.

You need the

Administrator

role for Disclosure Management, at the

Professional

license level.

The source and target users must be two different users who are activated for Disclosure Management in the User Management area of the Lucanet CFO Solution Platform.

To transfer the roles of one user to another user with Lucanet Lume:

Open Lucanet Lume and describe, in natural language, which user roles should be transferred, for example:

"Transfer the permissions of [name of the source user] to [name of the target user]."

Conversation with Lucanet Lume for transferring user roles between two users. — Transferring user roles with Lucanet Lume

Lucanet Lume resolves both users and shows a preview of the planned changes, split into two sections:

Roles to be added to the target user

Roles the target user already has, which remain unchanged

Each entry shows the role name, the scope (document or chapter), and the title of the affected document or chapter. Global roles of both users are listed in a separate, informational-only section and are excluded from the transfer. No permissions are changed yet.

Review the preview and confirm the transfer in Lucanet Lume.

After confirmation, Lucanet Lume applies the changes: the missing document- and chapter-level roles are added to the target user. Lucanet Lume then returns a summary of the roles added.