1. Log in to the SEC Filer Management site.
2. Under My Accounts, select the filer to go to the filer dashboard view.
   
3. Select Manage individuals and user groups.
   
4. Click the ellipsis under the Actions column and select Edit individual role(s).
   
5. Select the new role(s) for the individual and click Update individual role(s) to save the changes.
   

User roles

Here's a quick guide graphic for determining which role is best to choose.