License Levels in Wdesk

To see which license type is assigned to a member in your account, go to the People tab in Admin. If you'd like to adjust the number of available licenses or migrate to a new license model, please contact your Customer Success Manager for assistance.

Also available are solution add-ons that give users additional functionality, explained in detail below.

Understanding V3 License Levels

Below are details for the V3 licenses levels and available access.

General

The following licenses can be used for general access.

  • Starter: Can review, comment, and approve documents. Can also sign or approve Certifications. Can also contribute documents via portal or data via data collection.
  • Standard: Includes Starter features in addition to the following abilities. Can create and edit documents, create links, and view the history of documents. Can be a Certification user, account administrator, and/or Workspace Administrator.
  • Professional: Includes Standard features in addition to the following abilities. Can manage Supporting Documents, Data Collections, Controls Management, and Certifications. Supporting Document management includes attaching supporting documents, requesting supporting attachments, marking up documents, and creating binders of supporting documents. Controls Management functionality includes, access to the database, PBC management, full testing abilities, and report and dashboard management.

Solution Access

The following license can be used for solution access.

  • Integrated Risk: Includes access within the integrated risk environment. The license includes features related to general Wdesk platform and controls management database for team members, management, and external auditor capabilities.

Add-Ons

The following add-ons can be applied to Professional licenses to enhance their functionality.

  • XBRL: Can perform XBRL tagging, XBRL review, XBRL blacklines, and XBRL reports.
  • SEC Filing: Can use XBRL and file with the SEC.

Understanding V2 License Levels

Below are details for V2 licenses levels and available access.

General

The following licenses can be used for general access.

  • Filing Manager: Manager privileges plus this individual can create XBRL filing packages and Section 16 forms and can test and live file reports with the SEC and SEDAR.
  • Manager: Creator privileges plus XBRL Creator Add-On and Data Collection Creator Add-On Privileges and can manage users and account information via Admin Tools and File Utilities. Also includes advanced Data Collection Manager features.
  • Creator: Reviewer privileges plus can create business reports including documents, workbooks, charts, presentations and books; can create and manage data links and certifications; can manage permissions, the audit trail and digital review workflow.
  • Reviewer: Contributor privileges plus can review and comment on business reports on desktop and tablets and can approve data template submittals.
  • Contributor: Can populate data collection templates and complete certifications.
  • Certification Contributor: Can complete certifications.
  • Security Administrator Only: Can only manage security and authentication settings

Add-Ons

The following add-ons can be applied to Creator licenses to enhance their functionality.

  • XBRL Creator Add-On: Allows a creator license to create, manage and review XBRL, XBRL blacklines and XBRL reports.
  • Data Collection Add-On: Allows a creator license access to the creator dashboard, the ability to create and distribute templates and the ability to roll those templates forward.

Administrator Privileges

Standard and Professional users (Managers and Filing Managers in the v2 model) can be set as administrators of specific areas. Administrators are able to manage areas they have been granted permission to oversee but can’t able to modify other areas.