User Roles in Lease Accounting
Last updated on 2025-10-15
Overview
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.
This article contains the following sections:
Assigning User Roles
Use the Administration section of the Lucanet CFO Solution Platform to assign user roles (see User Management).
Available User Roles
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:
Area
Workspaces & Role Permissions
Data collection
Lessors: Edit
Contracts: Edit
Components: Edit
Component reversal: Read
Categorization
Components to be categorized: Edit
Calculation
Preview: Read
Calculation: Read
Postings
Components to be posted: Read
Create postings: Read
Posting reversal: Read
Export
Create reports: Execute
Export postings: Read
Created files: Read
Settings
No 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:
Area
Workspaces & Role Permissions
Data collection
Lessors: Read
Contracts: Read
Components: Read
Component reversal: Edit
Categorization
Components to be categorized: Edit
Calculation
Preview: Execute
Calculation: Execute
Postings
Components to be posted: Execute
Create postings: Execute
Posting reversal: Execute
Export
Create reports: Execute
Export postings: Execute
Created files: Execute
Settings
No 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:
Area
Workspaces & Role Permissions
Data collection
Lessors: Edit
Contracts: Edit
Components: Edit
Component reversal: Edit
Categorization
Components to be categorized: Edit
Calculation
Preview: Execute
Calculation: Execute
Postings
Components to be posted: Execute
Create postings: Execute
Posting reversal: Execute
Export
Create reports: Execute
Export postings: Execute
Created files: Execute
Settings
No permissions
The Auditor role provides comprehensive read access across the system for audit and compliance purposes.
Auditor has the following permissions:
Area
Workspaces & Role Permissions
Data collection
Lessors: Read
Contracts: Read
Components: Read
Component reversal: Read
Categorization
Components to be categorized: Read
Calculation
Preview: Read
Calculation: Read
Postings
Components to be posted: Read
Create postings: Read
Posting reversal: Read
Export
Create reports: Execute
Export postings: Read
Created files: Read
Settings
- Reporting entities: Read
- Cost centers: Read
- Asset classes: Read
- Interest rates: Read
- General configurations: Read
The Settings administrator role is specialized for users responsible for system configuration and maintenance.
Settings administrator has the following permissions:
Area
Workspaces & Role Permissions
Data collection
No permissions
Categorization
No permissions
Calculation
No permissions
Postings
No permissions
Export
No permissions
Settings
- Reporting entities: Edit
- Cost centers: Edit
- Asset classes: Edit
- Interest rates: Edit
- General configurations: Edit
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:
Area
Workspaces & Role Permissions
Data collection
Lessors: Edit
Contracts: Edit
Components: Edit
Component reversal: Edit
Categorization
Components to be categorized: Edit
Calculation
Preview: Execute
Calculation: Execute
Postings
Components to be posted: Execute
Create postings: Execute
Posting reversal: Execute
Export
Create reports: Execute
Export postings: Execute
Created files: Execute
Settings
- Reporting entities: Edit
- Cost centers: Edit
- Asset classes: Edit
- Interest rates: Edit
- General configurations: Edit