The role-based permission system in Lease Accounting enables administrators to control access to specific functions and data within the solution with the following six predefined roles:

  • Data collector
  • Executive reviewer
  • Lease operations administrator
  • Auditor
  • Settings administrator
  • Full access administrator

By assigning appropriate roles to users, you can optimize workflows, increase data security, and provide tailored user experiences that align with operational requirements.

Use the Administration section of the Lucanet CFO Solution Platform to assign user roles (see User Management).

Lucanet Lease Accounting provides six distinct user roles, each with specific permissions across the solution's functional areas:

The Data collector role is designed for users responsible for gathering and entering lease contract information into the system.

Data collector has the following permissions:

AreaPermissions
Data collection
LessorsEdit
ContractsEdit
ComponentsEdit
Component reversalNo permissions
Categorization
Components to be categorizedEdit
Calculation
PreviewRead
CalculationNo permissions
Postings
Components to be postedRead
Create postingsNo permissions
Posting reversalNo permissions
Export
Create reportsExecute
Export postingsNo permissions
Created filesRead
SettingsNo permissions

The Executive Reviewer role is intended for users who oversee lease accounting processes, approve critical operations, and perform final steps including posting.

Executive reviewer has the following permissions:

AreaPermissions
Data collection
LessorsRead
ContractsRead
ComponentsRead
Component reversalEdit
Categorization
Components to be categorizedEdit
Calculation
PreviewExecute
CalculationExecute
Postings
Components to be postedExecute
Create postingsExecute
Posting reversalExecute
Export
Create reportsExecute
Export postingsExecute
Created filesExecute
SettingsNo permissions

The Lease operations administrator role is designed for users who manage day-to-day lease accounting operations with extensive functional access, comprising the permissions of both Data collector and Executive reviewer roles.

Lease operations administrator has the following permissions:

AreaPermissions
Data collection
LessorsEdit
ContractsEdit
ComponentsEdit
Component reversalEdit
Categorization
Components to be categorizedEdit
Calculation
PreviewExecute
CalculationExecute
Postings
Components to be postedExecute
Create postingsExecute
Posting reversalExecute
Export
Create reportsExecute
Export postingsExecute
Created filesExecute
SettingsNo permissions

The Auditor role provides comprehensive read access across the system for audit and compliance purposes.

Auditor has the following permissions:

AreaPermissions
Data collection
LessorsRead
ContractsRead
ComponentsRead
Component reversalRead
Categorization
Components to be categorizedRead
Calculation
PreviewRead
CalculationRead
Postings
Components to be postedRead
Create postingsRead
Posting reversalRead
Export
Create reportsExecute
Export postingsRead
Created filesRead
Settings
Reporting entitiesRead
Cost centersRead
Asset classesRead
Interest ratesRead
General configurationsRead

The Settings administrator role is specialized for users responsible for system configuration and maintenance.

Settings administrator has the following permissions:

AreaPermissions
Data collectionNo permissions
CategorizationNo permissions
CalculationNo permissions
PostingsNo permissions
ExportNo permissions
Settings
Reporting entitiesEdit
Cost centersEdit
Asset classesEdit
Interest ratesEdit
General configurationsEdit

The Full access administrator role provides the highest level of system access for comprehensive administration. Full access administrators can create, assign, update, and manage users for the Lease Accounting solution from the Administration workspace in the platform.

Full Access Administrator has the following permissions:

AreaPermissions
Data collection
LessorsEdit
ContractsEdit
ComponentsEdit
Component reversalEdit
Categorization
Components to be categorizedEdit
Calculation
PreviewExecute
CalculationExecute
Postings
Components to be postedExecute
Create postingsExecute
Posting reversalExecute
Export
Create reportsExecute
Export postingsExecute
Created filesExecute
Settings
Reporting entitiesEdit
Cost centersEdit
Asset classesEdit
Interest ratesEdit
General configurationsEdit