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Managing Delegated Users to/from a User Group

arrow.png This functionality is reserved for Account Administrators.
  1. Log in to the SEC Filer Management site.
  2. Under My Accounts, select the filer to go to the filer dashboard view.
    EDGARNext-Filer name menu link.png
  3. Select Manage Delegations and User Groups.
    EDGARNext-Manage Delegations and User Groups section selector.png
  4. Select User groups located under the heading.
    EDGARNext-Manage Delegations and User Groups - User Groups tab link.png
  5. Locate the user group the filer is associated with and click the ellipsis under the "Actions" column.
    Select Manage members.
    managedelusers6.png
  6. Select individuals and click the desired action:
    • Add User(s): Add selected users as filers.
    • Add All: Add all users as filers.
    • Remove User(s): Remove selected users as filers.
    • Remove All: Remove all users as filers.
      EDGARNext-Manage members to and from columns to apply settings.png
  7. Click Update users on the bottom right to save changes.

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