Permissions Tab

Permissions determine the level of editing allowed to users and groups, which in turn controls access and security. For more information about administrator privileges, see the article titled Admin Dashboard.

Document Permissions (Admin)

An administrator can control document permissions from the Permissions tab. In the Admin component for your account, choose the Permissions tab. The Permissions tab contains settings for controlling permissions on a specific document in your account or multiple documents in your account using the Advanced Permissions Editor.

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Choose a document and click on the name to access the Permissions Editor. This will allow you to add members, add groups, or remove permissions.

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To add a new member, choose the Add Member button. Then choose a member from the listed members in the drop-down menu. Now choose the role or permissions level for the new member and click the Save Changes button.

To add a permissions level for a group, choose the Add Group button and then the desired group from the drop-down menu in the Add a Permission dialog box. Now choose a role or permissions level for the group and click the Save Changes button.

To remove permissions, click on the name of the user or group and then the Remove button. Permissions can also be set from the Edit button for already existing groups and members. Members and groups can also be removed with the Remove button. If you need to add new members or groups to your account, go to the People tab.

At the lower left is a list of the document sections which allows you to set permissions at the section level within the document. Section level permissions override document level permissions. Click on the section to add or remove permissions for members and groups.

If you want to work in the Advanced Permissions Editor for this document, return to the main Admin permissions page, check the box next to the document(s) and choose the Advanced Permissions button. Learn more in the article Advanced Permissions Editor.

If you want to apply a permissions set to this document, make sure the checkbox is checked for this document and click on the Apply permissions set button. Choose a permissions set from the drop-down menu and then Continue. You'll need to confirm your desire to apply a permissions set to the document by choosing Apply.

Project Permissions (Admin)

 

An administrator can control project permissions. In the Permissions tab, you'll see a list of types of objects to which permissions can be assigned in the Kind column. Click on the project name to access the Permissions Editor. Use the Permissions Editor to perform the same tasks related to adding and removing permissions for members and groups as described above for documents.

XBRL Permissions (Admin)

 

Permissions determine the level of XBRL tagging and editing allowed to users and groups. An administrator can control XBRL permissions from the Permissions tab. Click on a document name to access the Permissions Editor.

Below the list of members and groups, you'll see the taxonomies. Click on the applicable taxonomy to assign XBRL permissions for this document. The heading at the top of the page indicates the active taxonomy.

You can edit existing groups and members from the Edit button. Additional options in the Move drop-down menu include Advanced Permissions, Apply Permissions Set, and Properties.

To remove XBRL permissions, click on the name of the member or group and then the Remove button. At the lower left is a list of the document sections which allows you to set XBRL permissions at the section level within the document. NOTE: Section level permissions override document level permissions.

Click on a section to access and set section level permissions. The XBRL section permission also allows you to add members, add groups, and use the same XBRL permissions functions that were available at the document level.