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Managing User Groups in EDGAR Filer Management

arrow.png This functionality is reserved for Account Administrators.
  1. Log in to the EDGAR 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.
    DFIN Filer - Manage Del and User groups.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.

This article may have been partially created, reviewed, or enhanced with the assistance of Artificial Intelligence (AI) technology. While all content is reviewed by DFIN prior to publication, DFIN is not engaged in rendering legal or other professional advice, and this information is provided for informational purposes only and is not a substitute for legal or professional investment advice.

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