System Administration

Lucernex System Administrators can configure Lucernex using the System Administrator Dashboard. Depending on your permissions, additional options such as Link might appear in each entity's actions menu to help you configure Lucernex.

• Company Administration: Manage company-wide settings, page layouts, templates, and data imports.

• Portfolio / Capital Program Administration: Manage the portfolios, capital programs, regions and org charts, fiscal calendars, and holiday calendars used across the company and portfolio.

• Portfolio Administration: Activate and deactivate entities in your portfolio.

• Prototype Administration: Add, edit, delete, and activate or deactivate prototypes.

• Member Administration: Manage Lucernex users and contacts.

• Folder Administration: Control aspects of your folder trees and documents in Lucernex.

• Data / PS Tools: View information about data in Lucernex, reports, and logs.

• View and export page links: Obtain direct links and XML data to export to your test environments.