Search

Changing Roles of Individual Account Administrator, Users, and Technical Administrators

  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 individuals and user groups.
    ChangeRoleUsers3.png
  4. Click the ellipsis under the Actions column and select Edit individual role(s).
    EDGARNext-Edit individual roles.png
  5. Select the new role(s) for the individual and click Update individual role(s) to save the changes.
    EDGARNext-Individual roles options to update.png

User roles

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

RolesfromSEC.png

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.

Was this article helpful?