Lucanet CFO Solution Platform

Your profile and personal settings in the Lucanet CFO Solution Platform are located in the account menu, which is displayed when you click your avatar and name at the bottom of the main menu. Click your name and e-mail address at the top of the account menu to open the My Profile dialog. The account menu also contains the options Language, Formatting preferences, Change password, and Log out.

For more information, see Basic Configuration for the Lucanet CFO Solution Platform.

To change your password in the Lucanet CFO Solution Platform, click your avatar and name at the bottom of the main menu and choose Change password from the account menu. If you have forgotten your password, use the Forgot your password option in the login dialog.

If you log in with single sign-on (SSO), your password is managed by your organization's identity provider and not by the Lucanet CFO Solution Platform. In this case, contact your IT support.

For the requirements that a new password must meet, see Password Policy.

If you can no longer log in to the Lucanet CFO Solution Platform, check the following possible causes:

For more information, see Opening the Lucanet CFO Solution Platform.

A session in the Lucanet CFO Solution Platform ends 16 hours after you log in, regardless of whether you are active or not. After 16 hours, you need to log in again. Within these 16 hours, you stay logged in even if you close and reopen your browser. The session duration is fixed and cannot be changed.

You are also logged out of the Lucanet CFO Solution Platform before the 16 hours have passed in the following cases:

A solution is displayed under Your Solutions in the main menu of the Lucanet CFO Solution Platform only if your organization has licensed the solution and an administrator has granted you access to the solution with a user role. Solutions that your organization has not licensed are displayed under Discover More Solutions. The Administration area is also displayed only for users who have been granted access to Administration.

If a licensed solution or the Administration area is missing, contact your administrator. Your administrator can grant you access under Administration | User management | Users. For more information, see Creating and Editing Users for the Lucanet CFO Solution Platform.

If a new user can log in to the Lucanet CFO Solution Platform but does not see any data in a solution, the user has access to the solution but no permissions within the solution yet. What the administrator needs to do depends on the solution:

For more information, see User Roles in the CFO Solution Platform.

In the Lucanet CFO Solution Platform, a user role is grayed out when no license slots are left for that user role. You can check the used and available license slots per user role under Administration | Platform management | Lucanet licenses. Users with the License Manager role can request additional license slots there.

For more information, see Managing Lucanet Licenses.

Users with the License Manager role can activate and deactivate Lucanet Lume, the agents, and all other AI features of the Lucanet CFO Solution Platform in one step. To do this, change the status on the AI in the CFO Solution Platform card under Administration | Platform management | Lucanet licenses. For all other users, the card only displays the current status of the AI features.

When you activate the AI features, you consent to the use of AI across your Lucanet solutions. When the AI features are deactivated, all users lose access to Lucanet Lume and to all agents. All users receive a notification about the change. Users who are logged in at the time of the change can log out and log in again to apply the new status immediately. Users with the License Manager role can activate the AI features again at any time.

For more information, see Managing Lucanet Licenses | Activating and Deactivating the AI Features.

The Lucanet CFO Solution Platform sends the invitation e-mail automatically when a user is created. If a user has not received the invitation e-mail, check whether your spam filter or e-mail gateway blocks messages from no-reply@platform.lucanet.cloud.

You can resend the invitation e-mail as long as the user has not logged in yet. If a user has already logged in and has forgotten the password, the user can reset the password with the Forgot your password option in the login dialog.

For more information, see Creating and Editing Users for the Lucanet CFO Solution Platform.

The user interface of the Lucanet CFO Solution Platform does not offer an export function for users. If you need a list of all users with their solution access and user roles, for example for an audit, you can retrieve the list through the Platform API with an API token that has the Read scope. You create the API token in the API token management workspace under Administration | User management. Using the Platform API requires technical knowledge, and the detailed permissions within a solution are not included in the list.

If an audit also requires evidence of who changed the access or roles of users and when, click General change log above the list of users under Administration | User management | Users. The general change log displays all changes to users, including the old and new values.

For more information, see Managing API Tokens and Change Log.

To close the list of notifications in the Lucanet CFO Solution Platform, click Notifications in the main menu again. To choose which notifications you receive by e-mail or in the app, click the icon above the list of notifications.

For more information, see Notifications.

The versions of the Lucanet CFO Solution Platform and your licensed solutions are displayed in the About Lucanet dialog. To open the dialog, click Support and Customer Portal or the icon in the main menu and choose About Lucanet from the context menu.

For more information, see Viewing Product Versions.

The Lucanet CFO Solution Platform supports the following browsers:

Lucanet officially supports the latest version of each of these browsers. Other browsers and older versions may work, but Lucanet only guarantees support for the browsers listed.