Users

To add a new user, send the following information to your Customer Success Manager:

Name:
Title:
Phone:
Email:
User Role:
Company Administrator [Y/N]:
Reporting Manager [Y/N]:
Changes to other users:

Training

Take advantage of our Training options, including Boot Camp and Formatting Services.

User Roles and Company Administrator

Each user is assigned a role, to control whether they have access within a report to review, edit content, or work with XBRLExtensible Business Reporting Language (XBRL) is an XML-based standard for defining and exchanging business and financial performance information.. The Company Administrator is the one user with the highest level control to force release other users from reports. See User Roles and Company Administrator.

Reporting Manager

One or more users may be designated as Reporting Managers, who can access document management functions and assign report access to other users. See Reporting Manager.