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Managing Delegation Preferences

arrow.png This functionality is reserved for Account Administrators.

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 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 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 as 
      EDGARNext-Delegation preference options to allow requests and auto-accept requests.png
  5. Click Save Preferences to apply changes.

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