Create and Manage User Groups

Sept. 11, 2025

Account administrators and delegated administrators can create groups of their users (“user groups”) through the dashboard of the EDGAR Filer Management website. Delegated administrators can give certain user groups the ability to take actions for certain filers.

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Create a User Group

An account administrator or delegated administrator can create a user group:

  1. Log into the EDGAR Filer Management dashboard.
  2. Select a filer under My Accounts.
  3. Select Manage Delegations and User Groups.
  4. Select Add User Group.
  5. Complete all required fields.
  6. Select Add User Group to create the user group.

The newly created user group will display under Manage Delegations and User Groups.

When creating the user group, delegated administrators have the option to make the user group the default user group for all delegations to the delegated entity. If they do so:

  • Members of the default user group will automatically become delegated users for all future delegations accepted by the delegated entity.
  • While changes to the default user group can be made at any time, the changes will only apply to future delegations accepted by the delegated entity.

Manage Members of a User Group

Account administrators and delegated administrators can add and remove users as members of a user group:

  1. Log into the EDGAR Filer Management dashboard.
  2. Select a filer under My Accounts.
  3. Select Manage Delegations and User Groups.
  4. Locate the relevant user group to modify from User groups.
  5. Select the ellipsis under the Actions column corresponding with the relevant user group.
  6. Select Manage members.
  7. Select individuals to add/remove from the user group.
  8. Select Update users.

A message will display indicating that user(s) were successfully added to or removed from the user group.

Manage Authorized Filers for a User Group

Delegated administrators can authorize a user group to take actions for a filer or filers that have delegated authority to the delegated entity. Delegated administrators can also manage the filers within a user group by adding a filer to and/or removing a filer from a user group.

  1. Log into the EDGAR Filer Management dashboard.
  2. Select a filer under My Accounts.
  3. Select Manage Delegations and User Groups.
  4. Locate the relevant user group to modify from User groups.
  5. Select the ellipsis under the Actions column corresponding with the relevant user group.
  6. Select Manage user group authorization.
  7. Select filer(s) to add/remove from the user group.
  8. Select Update entities to save the changes.

A message will display indicating that the filer was successfully added to or removed from the user group.

Edit Details of a User Group

Delegated account administrators can modify the name, description, notifications, and default preference of a user group.

  1. Log into the EDGAR Filer Management dashboard.
  2. Select a filer under My Accounts.
  3. Select Manage Delegations and User Groups.
  4. Locate the relevant user group under User groups.
  5. Select the ellipsis under the Actions column corresponding with the relevant user group.
  6. Select Edit user group.
  7. Update the relevant user group details.
  8. Select Update User Group.
  9. Select Yes, Update Group to save the changes.

A success message will display, and the updated user group details will display under User groups.

Delete a User Group

Account administrators can delete a user group, and members of the user group will no longer be able to file for the filers associated with the user group (unless the users have authority to file directly or through another user group).

  1. Log into the EDGAR Filer Management dashboard.
  2. Select a filer under My Accounts.
  3. Select Manage Delegations and User Groups.
  4. Locate the relevant user group to modify under User groups.
  5. Select the ellipsis under the Actions column corresponding with the relevant user group.
  6. Select Delete user group.
  7. Select Delete User Group once more to confirm.
  8. Select Yes, Delete Group to save the changes.

A success message will display, and the user group will be deleted and no longer display under User groups. Members of the user group will no longer be able to file for the filers associated with the user group (unless the users have authority to file directly or through another user group).

Last Reviewed or Updated: Sept. 15, 2025