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 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.
    DFIN Filer - User groups.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.

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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