Security Walkthroughs

The following walkthroughs cover topics related to security in Lucernex.

• User security

  Basics of configuring user security, and the best practices for doing so.

• Allow Vendor Update Security Setting

  This walkthrough describes the Allow Vendor Update security setting in detail.

• Configuring Approvals in Lucernex

  There are three types of approvers in Lucernex: Budget approvers, Expense Schedule / Transaction approvers, and Work Flow approvers. Granting a user the permissions necessary to accomplish their tasks requires specific user class configurations. This walkthrough will teach you how to configure these permissions.

• Set Approval Thresholds

  This walkthrough teaches you how to set approval thresholds for your members.

• Common Lease Administrator Security Settings

  This page goes over common security settings for a lease administrator user class.

• Custom List Security

  This walkthrough teaches you how to configure security settings for custom lists.

• Folder Security

  This walkthrough will teach you how to configure the security of your folders at the Manage Company-level, at the Folder Template-level, and at the Entity-level.

• Grant Generate Rent Permissions to Members

  This walkthrough teaches you how to grant generate rent permissions to your members.

• Manage Dashboard Report Security

  Dashboard reports are managed separately from regular reports, on the Manage Dashboard Reports page. Dashboard reports are also visible to all users by default. If you want to control who can view, edit, or delete a particular dashboard report, you will need to make changes to your user classes.

• Manage Export Configuration Security

  The Export Configuration section of the System Administrator Dashboard is used to export elements of a configuration from one environment to import into another environment. This walkthrough teaches you how to configure the security settings of an individual who will export configurations from your firm.

• Report Security

  This walkthrough teaches you how to configure report security in your system.

• Vendor Administrator Job Function

  This topic discusses the Vendor Administrator job function, what a user with this job function can do, and what tools they have access to.