Managing Delegation Preferences in EDGAR Filer Management

arrow.png This functionality is reserved for Account Administrators.

Action required for delegated CIKs!

EDGAR requires Account Administrators to delegate users filing access. If this step isn’t completed and a user tries to file without being a delegated user, filings cannot proceed. 

Click here to learn more.

Delegation preferences can be updated in an EDGAR Account to "Allow delegation requests" and "Auto accept delegation". Take the following steps to change delegation preferences. 

  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.
    EDGARNext-Manage Delegations and User Groups section selector.png
  4. Select Delegation preferences located under the heading.
    EDGARNext-Delegation Preferences Link to manage settings.png
    • Check Allow delegation request to allow other EDGAR accounts to send you requests to authorize them to file on your behalf.
    • Check Auto accept requests to automatically accept all invitations from other EDGAR accounts to file on their behalf. If you do not select this option, you may manually accept or decline these invitations.
      EDGARNext-Delegation preference options to allow requests and auto-accept requests.png
  5. Click Save Preferences to apply 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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