Setting Up CFP Permissions for ESG Administrators

Getting Started

Global Functions

Lucanet Lume

Data Hub

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

ESG Reporting

User Roles and User Interface in ESG Reporting

Setting Up CFP Permissions for ESG Administrators

General Functions in ESG Reporting

All Steps at a Glance – ESG Reporting

Creating Report

Working with Duplicated ESG Reports

Mapping Double Materiality Assessment Results

Configuring the Report Questionnaire

Collecting Data for ESG Report

Checking Data

Generating ESG Report

Exporting Data

Creating Custom Emission Factors

Reopening an ESG Report

Canceling an ESG Report

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

This guide explains how to configure the rights of an ESG user with the Administrator user role who also needs access to data in the Consolidation & Financial Planning (CFP) solution. ESG Administrators need read permissions on CFP master data so that the organization elements defined in CFP are visible in the ESG master data.

Configure the user or users with the ESG Administrator user role as follows:

Open Lucanet.Financial Client and navigate to the Users workspace.

Assign the Observer role for CFP to the user.

Set the required read and access permissions.

Save the configuration.

In the tree view, click the relevant user.

In the General section, activate the User has access to the data model check box, if necessary.

In the drop-down list, select the Observer role. The selected role is displayed as follows:

The 'General' section in Lucanet.Financial Client with the 'User has access to the data model' check box selected and the 'Observer' role chosen — Selecting the 'Observer' role for data model access

In the Permissions tab, navigate to the Data access folder and open the Organization elements subfolder.

Enable the Read permission for Organization elements. The enabled permission is displayed as follows:

The 'Permissions' tab with the 'Read' permission enabled for the 'Organization elements' subfolder in the 'Data access' folder — Enabling the 'Read' permission for organization elements in the 'Data access' folder

Switch to the Access tab and activate the Lucanet.Financial Client and Lucanet.Excel Add-In check box. The activated access rights are displayed as follows:

The 'Access' tab with the check box for Lucanet.Financial Client and Lucanet.Excel Add-In selected — Enabling access via Lucanet.Financial Client and Lucanet.Excel Add-In

After the setup, CFP appears as an enabled solution in the main menu. The ESG Administrator sees only the relevant master data; financial figures are not visible.