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User Permissions

Your license type in the Lineos Platform determines the functions that are available to you in Disclosure Management.

Note: Users with different license types across products may encounter unexpected permissions. The Platform resolves to the highest-privilege license. Contact your administrator if you experience permission discrepancies.

Viewer

A user with a Viewer license can use the following functions:

  • See only the workspaces that they are a part of
  • View documents in the workspace that they are a part of
  • Show variables (Word and Excel)
  • Review variables, sections, reports that are not locked
  • Add comments in report
  • View XBRL tags, suggestions, and fact cards
  • View XBRL validation results and filing history
  • View XBRL projects

Designer

A user with a Designer license inherits all permissions of a Viewer user, and has the following additional privileges:

  • Refresh data
  • Lock/Unlock data refresh
  • Edit documents in the workspace that they are a part of
  • Delete documents
  • Create variables
  • Insert variables (Word, Excel, and PPT)
  • Refresh variables
  • Edit variables, sections, reports that are not locked
  • Delete variables
  • Add/Remove variable labels
  • Update variables
  • Insert data queries in Excel documents
  • Overwrite query variables in Excel documents
  • Delete data query (Excel)
  • Refresh data query (Excel)
  • Move document to workspace: from local and from workspace
  • Add as report
  • Roll forward reports
  • Generate outline
  • Create section
  • Remove section
  • Remove section and content
  • Publish to PDF
  • Act as workflow contributor, reviewer, or approver on assigned milestones (requires at least Write access)
  • Complete assigned workflow activities (Complete/Move to Approving/Back to Editing/Back to Reviewing)
  • Accept or reject XBRL tag suggestions
  • Create manual XBRL tags
  • Edit existing XBRL tags (concept, period, dimensions, unit)
  • Delete XBRL tags
  • Execute bulk XBRL tag operations
  • Create XBRL projects
  • Edit XBRL project settings
  • Create and edit XBRL filing packages

Power User

A user with a Power User license inherits all permissions of a Designer user, and has the following additional privileges:

  • Own workspaces (admin of workspaces that they are added to)
  • Add users to workspaces that they own
  • Rename workspaces that they own
  • Create data queries (for workspace or report)
  • Manage data queries (edit, rename, delete) for the ones they created
  • Create query filters (for workspace or report)
  • Associate data queries to workspaces/reports
  • Change report properties (Due Date, Description, Name) of the ones that they own
  • Create, edit, and delete workflow templates and milestones (Workspace tab, visible to Owners only)
  • Assign workflow templates to reports and sections
  • Assign and manage contributors, reviewers, and approvers for each milestone
  • Force complete workflow activities
  • Sign off reports
  • Create and edit XBRL extension concepts
  • Delete XBRL extension concepts
  • Create and manage custom XBRL roles
  • Manage XBRL labels and calculations
  • Upload or update XBRL taxonomy versions
  • Delete XBRL projects
  • Submit test XBRL filings to EDGAR
  • Submit live XBRL filings to EDGAR

Admin

A user with an Admin license inherits all permissions of a Power User, and has the following additional privileges:

  • Create and manage all workspaces for organization
  • View and manage all data queries for organization
  • View and manage all query filters
  • Associate data queries to workspaces/reports
  • Change all report properties
  • Roll forward all reports
  • Edit all documents
  • Review all variables, all sections, and all reports
  • Refresh all data
  • Lock/Unlock refresh on all reports and documents
  • View and manage workflow audit logs for all workspaces in the organization
  • View and manage XBRL projects, taxonomies, and filings for all workspaces in the organization

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