---
title: "Setting Up CFP Permissions for ESG Administrators"
source_url: https://support.lucanet.com/en/documentation/esg-reporting/user-roles-esgrep/setting-up-cfp-read-rights-esg-admins
language: en
last_updated: 2026-09-01
---
# Setting Up CFP Permissions for ESG Administrators

## Overview

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.

## Setup

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

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

2. Assign the [Observer role for CFP](#assigning-the-observer-role-for-cfp) to the user.

3. Set the required [read and access permissions](#setting-read-and-access-permissions).

4. **Save** the configuration.

### Assigning the Observer Role for CFP

1. In the tree view, click the relevant user.

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

3. 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](https://support.lucanet.com/assets/docs-images/esg-reporting/user-roles-esgrep/setting-up-cfp-read-rights-esg-admins/_images/en/finclient-observer-role.png)
    Selecting the 'Observer' role for data model access

### Setting Read and Access Permissions

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

2. 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](https://support.lucanet.com/assets/docs-images/esg-reporting/user-roles-esgrep/setting-up-cfp-read-rights-esg-admins/_images/en/organization-elements-read.png)
    Enabling the 'Read' permission for organization elements in the 'Data access' folder

3. 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](https://support.lucanet.com/assets/docs-images/esg-reporting/user-roles-esgrep/setting-up-cfp-read-rights-esg-admins/_images/en/finclient-access-rights.png)
    Enabling access via Lucanet.Financial Client and Lucanet.Excel Add-In

## Result

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.