License levels for v1 licensing include Pro/Manager, Base/Creator and Reader/Reviewer.
License levels for v2 licensing include Filing Manager, Manager, Creator (with add-ons for Data Collection Creator, XBRL Creator, and Evidence Management Creator), Reviewer, Contributor, Certification Contributor and Security Administrator Only.
License levels for v3 licensing include Starter, Standard, and Professional.
Also available are solution add-ons that give users additional functionality, explained in detail below.
To determine which license type is assigned to each member on your account, navigate to the People tab in the Admin component and view the member’s detailed information. If you'd like to adjust your number of available licenses or migrate to a new license model, please contact your Customer Success Manager for assistance.
Understanding V3 License Levels
The following license information is based on the v3 model and describes options for Product 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 and data, create links, and view the history of documents or data. 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, and Certifications. Supporting Document management includes attaching supporting documents, requesting supporting attachments, marking up documents, and creating binders of supporting documents.
The following add-ons can be applied to Standard and 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.
Integrated Risk Basic: Create tasks, edit data in the database, view reports and dashboards, view and comment on test forms, test form review, and export evidence to a .zip file.
Integrated Risk Premium: Integrated Risk Basic functionality, plus create data in the database, attach evidence directly to test forms, PBC (prepared by client) management, full testing abilities, report and dashboard management, publish links, view change logs, and manage data permissions.
Understanding V2 License Levels
The following license information is based on the v2 model and describes options for Product 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.
XBRL Creator Add-On: Also allows a creator license to create, manage and review XBRL, XBRL blacklines and XBRL reports.
Data Collection Add-On: Also allows a creator license access to the creator dashboard, the ability to create and distribute templates and the ability to roll those templates forward.
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
Standard and Professional users (Managers and Filing Managers in the v2 model) can be further specified as administrators of specific areas. Administrators are able to administer areas they have been granted permission to oversee but will not be able to modify other areas.