User Roles and User Interface
Last modified on 2024-08-23
Overview
There are two available user roles for Lucanet ESG Reporting: ESG Master and ESG Data Collector. The options available to you will differ depending on which role you have been assigned. You will also see a different ESG Reporting interface depending on your role.
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).
ESG Master
Users with the ESG Master user role have full access to the ESG solution, i.e. the ESG Reports and the Data Collection workspaces. The ESG Master user role is designed to monitor and control ESG reports. ESG Masters can perform various tasks, such as:
- Creating new ESG reports
- Administrating master data
- Configuring the ESRS questionnaire
- Checking, approving and rejecting submitted ESG reports
- Starting data aggregation
- Canceling and restoring ESG reports
User Interface for ESG Masters
In the ESG Reports workspace, ESG Masters can access an overview of all the ESG reports that have been created and view their current statuses. ESG Masters can also:
- Create new reports or cancel existing reports
- Access existing reports and approve or reject submitted data from the ESG Data Collectors
- Access and restore canceled reports
- Reopen aggregated reports
- Display notes on reports
User interface for ESG Master
In the Data Collection workspace, ESG Masters can view information on the status of the data collection for reports that have already been assigned to the reporting entities. ESG Masters can also:
- Access existing reports and approve or reject submitted data from the ESG Data Collectors
- Display notes on reports
Example for available functionalities for ESG Master in the 'Data Collection' workspace
For more information on the available functionalities for ESG Masters, please refer to General Functions.
ESG Data Collector
Users with the ESG Data Collector user role have limited functionalities and are designed to enter and submit ESG-relevant data for their reporting entity. ESG Data Collectors can access the Data Collection workspace and can perform various tasks, such as:
- Entering data in the ESG report to which the Data Collector has been assigned
- Submitting data for checking and adding notes to their data
- Viewing the status of data collection for the ESG report to which the Data Collector has been assigned
- Opening canceled ESG reports
User Interface for ESG Data Collectors
The user interface for ESG Data Collectors is displayed as follows:
Example for available functionalities for ESG Data Collector in the 'Data Collection' workspace
For more information on the available functionalities for ESG Data Collectors, please refer to General Functions.