Settings in LucaNet.Financial Client

Last modified on 2023-10-31

Overview

In LucaNet.Financial Client, access to LucaNet.Web Client and the permissions for database areas can be configured, among other things. Specifically, the following permissions can be configured for LucaNet.Web Client in LucaNet.Financial Client:

  • General access to LucaNet.Web Client
  • The type of authentication
  • Access to database areas and elements
  • Access to views that have been created in LucaNet.Financial Client
  • Activation of HTTPS
General Access Permissions

Access to LucaNet.Web Client and the external authentication for LucaNet.Web Client can be configured as follows: 

Access

Description

Access to LucaNet.Web Client

Access to LucaNet.Web Client can be activated or deactivated for users and user groups in LucaNet.Financial Client:

Editing access to LucaNet.Web Client

Access to LucaNet.Web Client is edited in LucaNet.Financial Client in the Users and user groups workspace:

Activating access to LucaNet.Web Client for a user

External authentication

You can use external authentication to log in to LucaNet.Web Client without entering your access data. For LucaNet.Web Client, external authentication with MS Azure and SAML 2.0 is possible. Proceed as follows:

  • If you are using LucaNet On-Premises, you must configure the external authentication in LucaNet.Server Administrator. You can read details in the online help on LucaNet.Financial Client under Complete description | Administration | Administration at system level | Configuring the external authentication.
  • If you are using LucaNet.Cloud, contact your LucaNet consultant if you want to switch to external authentication.
Permissions for Database Areas

Users of the LucaNet software can be assigned various user roles, which define the database areas to that a user is allowed to have read and/or write access.

The permissions defined in LucaNet.Financial Client apply also to the access in LucaNet.Web Client.

A distinction is made between the following categories of permissions for LucaNet.Financial Client and LucaNet.Web Client:

Category Description
Workspaces Defines which workspaces and elements are visible to the user and which elements in a workspace the user is permitted to create, change or delete, if necessary.
Data access Defines the values to be displayed and the values the user is allowed to enter, change, or delete, if necessary.
Other permissions Defines the administrative activities the user can perform and the additional information the user can access.
Dashboard Defines things like whether the dashboard in LucaNet.Web Client is to be visible to the user and whether the user is to be allowed to edit the dashboard.
Changing Permissions

If you want to change the permissions for database areas, you must make the necessary settings in the Users and user groups workspace inLucaNet.Financial Client. Proceed as follows:

  1. Open the Users and user groups workspace in LucaNet.Financial Client.
  2. Select the user whose permissions you want to edit.
  3. Make the desired settings on the Permissions tab.
The 'Permissions' tab for a user is displayed.

Tip: You can find more information on permissions for users and user groups in the online help for LucaNet.Financial Client under: Complete description | Administration | Administration at database level | User management.

Activating Views for LucaNet.Web Client

Views for configuring the dimension bar in account hierarchies can be defined both in LucaNet.Financial Client and LucaNet.Web Client. The views defined in LucaNet.Financial Client can be activated for use in LucaNet.Web Client.

To activate a view from LucaNet.Financial Client for use in LucaNet.Web Client:

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Activating HTTPS

You have the option to activate HTTPS in LucaNet.Server Administrator:

  1. In LucaNet.Server Administrator, navigate to the Configuration workspace.
  2. In the tree view, choose Ports and activate the Activate HTTPS check box. 
  3. Click Load SSL server certificate to load a company-specific valid SSL certificate. 
  4. Click or press Ctrl+S to save your entries. 
    Activating HTTPS