Help & Support ↗ Lucanet Learning Space ↗
Getting Started
Global Functions
Administration
Extended Planning & Analysis (xP&A)
xP&A Video Tutorials
User Roles in Lucanet xP&A
Lucanet xP&A User Interface
All Steps at a Glance
Basic Concepts and Elements
Creating a Model
Integrating Data
Modeling Your Data
Viewing and Visualizing Data
Working with Models
Editing the Model Settings
Organizing Models
Linking Models
Cloning a Model
Sharing a Model or Folder
Sharing a Model
Sharing a Folder
Exporting a Model
Versioning a Model
Viewing the Audit Logs of a Model
Troubleshooting for Slow or Large Models
Cells and Limits
Multi-Player Modeling
Proposing Changes to a Model
Handling Errors in a Model Using AI
Using Comments and Descriptions
Comparison: xP&A vs. Excel Performance
Consolidation & Financial Planning
ESG Reporting
Disclosure Management
XBRL Tagger
Lease Accounting
Banking & Cash Management
Data Collection
Tax Compliance & Reporting
Glossary

Sharing a Folder

Overview

As well as sharing models, you can also share entire folders. This is useful when you have various models that you want to organize in a folder structure, and share with a common set of people (similar to Google Drive).

Sharing a Folder

1

Navigate to the start page and select the desired folder.

2

Click the three-dot icon and select Share from the context menu.

3

Select the desired user(s) or team(s) and specify the access type:

Can view: can see the folder and see the dashboards of the models inside

Can edit: can see the folder and its contents, and create/edit the spreadsheets and dashboards of models inside

Full access: can see the folder and its contents, create/edit models inside, and change the sharing settings of the folders/models (you can even unshare the folder with the original creator) .

4

Click Invite.

The dialog to share a folder is displayed.
Dialog to share a folder

Granting Higher Access to Specific Models or Folders

When you share a folder, it shares everything within that folder too (including models, as well as folders). Anyone you share the folder with will have at least that much access to all of the models or folders within the folder.

You can also grant higher access to specific models or folders within the folder. For example:

  • You are the CFO of Company X.
  • You create a folder called Finance, and share it with your Finance team by giving them View access.
  • However, you want your VP Strategic Finance to have edit access to the Revenue model within the Finance folder.
  • You can head to the sharing settings of the Revenue model and grant that specific user edit access on the model.

FAQs

Can I give someone lower access to a model/folder than I have granted them at the parent folder level?

No. If you share a folder with someone, they will have at least that much access to all of the models or folders within the folder.

Can I grant someone access to a model that doesn't have any access to the parent folder the model is in?

Yes! The model will just show up by itself on their model home page, as opposed to being within the folder. See more on Sharing models here.

If someone is a Viewer user type in my Organisation, can I give them edit access to a model?

No - Viewers can only ever view model dashboards, see Creating and Editing Users for the Lucanet CFO Solution Platform for more information.

Who can move models and folders in/out of folders?

Folder admins can move folders, and model admins can move models if the mover has edit access to the folder they are moving from/to.

Last updated on Aug 16, 2023

Table of Contents
Sharing a FolderOverviewSharing a FolderFAQs
Related Articles

Company

Legal Notice

© Copyright 2026 - Lucanet AG