Managing Filers in a User Group

arrow.png This functionality is reserved for Account Administrators.

Take the following steps to add and remove filers in a user group.

  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 user group authorization.
    managedelusers6.png
  6. Select filers to add to/remove from the user group.
    managefilers7.png
  7. Click Update Entities on the bottom right to save changes.

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