Invite, Remove, and Change the Roles of Individuals

A filer’s account administrator may invite individuals to become account administrators, users, and/or technical administrators for the filer’s EDGAR account, as well as change an individual’s role for the filer’s account, modify the primary point of contact, and remove an individual. To learn more about the account administrator, view the Overview of account administrator role video.

Invite Individuals

A filer’s account administrator may invite individuals to become account administrators, users, and/or technical administrators for the filer’s EDGAR account by following these steps:

1. Log into the EDGAR Filer Management website using your Login.gov individual account credentials.
2. Select My Accounts on the dashboard.
3. A list of filers associated with your account will appear.
   • If the My Accounts accordion is greyed out and inaccessible then you have not been authorized for any filer account. You must be authorized for at least one filer account to view the My Accounts accordion.
   • Always ensure that you have selected the number of Items per page (at bottom-right of the table) that will enable you to see the full scope of options available.
4. Select the filer for which you would like to add an individual in the role of account administrator, user, and/or technical administrator.
5. Select Manage Individuals.
6. Select Add Individual.
7. Enter the individual’ s email address—which must match the email address the individual provided to create Login.gov credentials—and complete the required fields.
   • If you enter an email address for a person who has a role for any filer on EDGAR, the person’s name will automatically populate and you will not need to enter the first, middle (optional), and last name in the relevant fields on the dashboard.
   • An individual can be an account administrator and a technical administrator, or a user and a technical administrator.
   • It is not possible to be an account administrator and a user, however, because an account administrator can perform all the functions of a user. See How Do I Understand EDGAR Roles.
   • You will receive an error message if you attempt to invite an individual to have a role that the person already has, a conflicting role (to serve as both a user and an account administrator), or a pending role (the individual has a pending invitation that has not yet been accepted).
8. Select Add Individual.
9. A pop-up message will appear indicating whether the invitation was successfully sent.
10. The individual invited to have a role will receive the invitation through the dashboard (if the individual has a role for any filer on EDGAR) as well as by email (regardless of whether the individual has a role for any filer on EDGAR). The individual will have 14 days to accept the invitation.
11. If the individual does not accept the invitation within 14 days and you still wish to invite the person to have a role for the filer’s account, you may send the person another invitation.

Inviting individuals can be performed in bulk for multiple EDGAR accounts from My Accounts. Select the relevant filers/CIKs displayed under My Accounts and then select Add Individual from the bulk action drop-down menu. Next, follow the instructions in Steps 7 through 9 above.

Note: Account administrators listed during enrollment or on Form ID will appear pre-populated on the filer’s dashboard if those account administrators have obtained Login.gov individual account credentials and previously logged into the dashboard. Moreover, the dashboard will reflect an invite date and accept date of the same day for these account administrators.

If the account administrators have not obtained Login.gov credentials and previously logged into the dashboard, they will need to accept the invitation on the dashboard when they log in for the first time.

Change Individual Roles, Including the Primary Point of Contact, and Remove Individuals

A filer’s account administrator can change an individual’s role for the filer’s account, modify the primary point of contact, and remove an individual by following these steps:

1. Log into the EDGAR Filer Management website using your Login.gov individual account credentials.
2. Select My Accounts on the dashboard.
3. A list of filers associated with your account will appear.
   • If the My Accounts accordion is greyed out and inaccessible, then you have not been authorized for any filer account. You must be authorized for at least one filer account to view the My Accounts accordion.
   • Always ensure that you have selected the number of Items per page (at bottom-right of the table) that will enable you to see the full scope of options available.
4. Select the filer for which the individual is authorized.
5. Select Manage Individuals.
6. Under the Actions column, select the ellipses next to the individual whose role you would like to change.
   • Choose one of the following three options:
     • Select as primary point of contact
     • Edit individual role(s)
     • Remove individual.
       
       Note that if the individual has not accepted an invitation to be in a role for the filer, the only option available will be Remove individual.
   • If you chose Select as primary point of contact, choose Accept to confirm your choice.
     • To change the primary point of contact, the filer must have at least two account administrators.
     • Choose the account administrator that you would like to become the primary point of contact, select the ellipses next to that individual under the Actions column, choose Select as primary point of contact, and then choose Accept. If successful, you will receive a success message.
     • If you attempt to change the primary point of contact by selecting Edit individual role(s) for the individual that is currently the primary point of contact, you will receive a notice indicating “Account administrator role cannot be removed from the primary EDGAR point of contact.”
   • If you chose Edit individual role(s), select the new role(s), and choose Update Individual Role(s) to confirm.
     • You will not be able to make an individual both an account administrator and a user because an account administrator can perform all the functions of a user.
     • To change an individual from a user to an account administrator, first remove the person as a user and then invite the person as an account administrator. Similarly, to change an individual from an account administrator to a user, first remove the person as an account administrator and then invite the person as a user.
   • If you chose Remove individual, select Remove individual, then select Remove to confirm.
7. A pop-up message will appear indicating whether the change was successfully completed.

Edit Your Information on the Dashboard

You may edit your own information on the dashboard by following these steps:

1. Select Edit my information at the top right side of the individual landing page on the dashboard.
2. Edit the information.
3. Select Save Changes.
   • EDGAR will automatically update your information on the dashboard for every EDGAR account for which you have a role.
   • In addition, if you are the Primary Point of Contact for any filer, EDGAR will automatically update your information on EDGAR in the Contact for EDGAR Information, Inquiries and Access Codes field (that identifies a filer’s primary point of contact) of Retrieve/Edit Data for every filer for which you are a primary point of contact.