Setting up CFP Read Permissions for ESG Admins

Getting Started

Global Functions

Lucanet Lume

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

ESG Reporting

User Roles and User Interface in ESG Reporting

Setting up CFP Read Permissions for ESG Admins

Creating Report

creating-custom-emission-factors

duplicate-report

Mapping Double Materiality Assessment Results

export-data-esgrep

Configuring the Report Questionnaire

Collecting Data for ESG Report

general-functions-esg

Checking Data

process-description-esgrep

Generating ESG Report

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:

Assigning the CFP Observer Role

Setting Read Permissions on Organization Elements

Click

Save

Open the

Users

workspace and navigate to the relevant user.

Click the three-dot menu and click

Edit user

. The

Edit user

dialog opens.

In the

Choose user access and roles

section, enable

Consolidation & Financial Planning

and then

Data model roles

Select the

Observer

role.

In the

Edit user

dialog, click

Permissions

. The

Permissions for Consolidation & Financial Planning

dialog opens.

In the

Workspaces

tab, open the

Dimensions

folder.

Enable the

Read

right for

Organization elements

Switch to the

Data access

tab and open the

Organization elements

folder.

Enable the

Read

permission for

Organization elements

Click

Assign

Permissions dialog with the Read right enabled for Organizational elements in the Workspaces and Data access tabs — Enabling the 'Read' permission for organization elements in the 'Workspaces' tab

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.