User Role Descriptions
See the following User Role descriptions as a guideline for which permissions to apply.
XBRL Reviewer – Review and approve XBRL tagging and receive XBRL communications.
EDGAR Reviewer – Read-only access to the EDGAR draft. May use comment tools.
EDGAR Reviewer + XBRL Reviewer – Read-only access to the EDGAR draft. May use comment tools. Review and approve XBRL tagging and receive XBRL communications.
EDGAR Editor – Read-and-write access to EDGAR draft.
EDGAR Editor + XBRL Reviewer – Read-and-write access to EDGAR draft. Review and approve XBRL tagging and receive XBRL communications.
Company Administrator – Manages the company profile, including all user roles and permissions.
Optional Permissions
The following permissions are optional for EDGAR Editors with read-and-write access, per user.
Linked Excel Upload – EDGAR Editors with read-and-write access can be given permission to upload Linked Excel files.
Test Filing and Live Filing – Submit projects as SEC filings on behalf of your company.